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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
Page 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GBIL GOLDMAN SACHS ETF TR 2,004.0 $201K 0.15% -87.0 -4.2% $100.18 -0.1%
102 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 2,762.0 $200K 0.15% -118.0 -4.1% $72.54 +3.8%
103 NZF NUVEEN MUN CR INCOME FD Financial Services 15,062.0 $183K 0.14% -338.0 -2.2% $12.18 +1.2%
104 VIRTUS DIVIDEND INTEREST & P 12,796.0 $161K 0.12% -647.0 -4.8% $12.61
105 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 13,721.0 $158K 0.12% -108.0 -0.8% $11.50 +1.1%
106 EVV EATON VANCE LIMITED DURATION Financial Services 16,621.0 $157K 0.12% -921.0 -5.2% $9.45 -1.7%
107 ACP ABRDN INCOME CREDIT STRATEGI Financial Services 23,205.0 $118K 0.09% -156.0 -0.7% $5.10 +3.7%
108 EIM EATON VANCE MUN BD FD Financial Services 11,800.0 $115K 0.09% -869.0 -6.9% $9.77 -0.6%
Page 6 of 6  ·  108 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 20.4%
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%