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Portfolio (Quarterly) Guide ↗

Camelot Portfolios, LLC

· CIK 0001569766
13F Portfolio $135M AUM 206 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 27 Added 108 Reduced 416 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BSCW INVESCO EXCH TRD SLF IDX FD 61,492.0 $1.3M 0.94% NEW $20.59 -0.9%
2 BSCU INVESCO EXCH TRD SLF IDX FD 61,798.0 $1.0M 0.76% NEW $16.72 -0.7%
3 APTIV PLC 9,700.0 $674K 0.50% NEW $69.44
4 SPMD SPDR SERIES TRUST 6,157.0 $365K 0.27% NEW $59.22 +8.8%
5 FVD FIRST TR EXCHANGE-TRADED FD 7,691.0 $362K 0.27% NEW $47.03 +1.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 20.4%
Financial Services 15.5%
Technology 10.3%
Communication Services 9.9%
Industrials 9.3%
Healthcare 8.2%
Consumer Defensive 8.1%
Energy 7.9%
Real Estate 5.6%
Utilities 4.2%