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Portfolio (Quarterly) Guide ↗

Camelot Portfolios, LLC

· CIK 0001569766
13F Portfolio $163M AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 606 New
Page 13 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DHIL DIAMOND HILL INVT GROUP INC Financial Services 600.0 $102K 0.06% NEW $169.50 +3.2%
242 CARR CARRIER GLOBAL CORPORATION Industrials 1,900.0 $100K 0.06% NEW $52.84 +22.4%
243 PG PROCTER AND GAMBLE CO Consumer Defensive 700.0 $100K 0.06% NEW $143.31 -0.0%
244 SOHU SOHU COM LTD Technology 6,362.0 $100K 0.06% NEW $15.64 -11.7%
245 FIRST TR HIGH YIELD OPPRT 20 7,000.0 $98K 0.06% NEW $14.07
246 CR CRANE COMPANY Industrials 530.0 $98K 0.06% NEW $184.43 -1.8%
247 MKL MARKEL GROUP INC Financial Services 45.0 $97K 0.06% NEW $2149.64 -13.8%
248 FMHI FIRST TR EXCH TRADED FD III 2,000.0 $96K 0.06% NEW $47.93 -0.2%
249 CAG CONAGRA BRANDS INC Consumer Defensive 5,501.0 $95K 0.06% NEW $17.31 -23.3%
250 RALLIANT CORP 1,854.0 $94K 0.06% NEW $50.91
251 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 8,027.0 $93K 0.06% NEW $11.63 -2.2%
252 DHR DANAHER CORPORATION Healthcare 407.0 $93K 0.06% NEW $229.11 -25.0%
253 MAN MANPOWERGROUP INC WIS Industrials 3,120.0 $93K 0.06% NEW $29.73 -3.6%
254 EVN EATON VANCE MUNI INCOME TRUS Financial Services 8,445.0 $91K 0.06% NEW $10.76 -0.8%
255 VSAT CALL VIASAT INC Technology 3,000.0 $90K 0.06% NEW $30.00 +172.4%
256 FAPR FIRST TR EXCHNG TRADED FD VI 2,000.0 $89K 0.05% NEW $44.42 +4.8%
257 JNJ JOHNSON & JOHNSON Healthcare 424.0 $88K 0.05% NEW $206.95 +11.2%
258 GUESS INC 5,238.0 $88K 0.05% NEW $16.75
259 BGH BARINGS GLOBAL SHORT DURATIO Financial Services 5,518.0 $83K 0.05% NEW $15.01 -6.4%
260 NVS NOVARTIS AG Healthcare 600.0 $83K 0.05% NEW $137.87 +9.7%
Page 13 of 31  ·  606 positions

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 20.5%
Financial Services 17.6%
Technology 10.8%
Communication Services 9.8%
Industrials 9.0%
Consumer Defensive 8.2%
Healthcare 8.0%
Real Estate 6.3%
Energy 5.6%
Utilities 3.5%