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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 10 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SGRY SURGERY PARTNERS INC Healthcare 13,732.0 $164K 0.12% +175.0 +1.3% $11.92 +12.4%
182 VIRTUS DIVIDEND INTEREST & P 12,796.0 $161K 0.12% -647.0 -4.8% $12.61
183 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 13,721.0 $158K 0.12% -108.0 -0.8% $11.50 +1.1%
184 EVV EATON VANCE LIMITED DURATION Financial Services 16,621.0 $157K 0.12% -921.0 -5.2% $9.45 -1.7%
185 NVDA CALL NVIDIA CORPORATION Technology 1,500.0 $135K 0.10% $89.80 +139.8%
186 JFR NUVEEN FLOATING RATE INCOME Financial Services 16,550.0 $124K 0.09% $7.52 +0.9%
187 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 18,000.0 $123K 0.09% $6.83 +9.1%
188 OIA INVESCO MUNI INCOME OPP TRST Financial Services 20,000.0 $123K 0.09% $6.14 -2.1%
189 ACP ABRDN INCOME CREDIT STRATEGI Financial Services 23,205.0 $118K 0.09% -156.0 -0.7% $5.10 +3.7%
190 EIM EATON VANCE MUN BD FD Financial Services 11,800.0 $115K 0.09% -869.0 -6.9% $9.77 -0.6%
191 NVTS NAVITAS SEMICONDUCTOR CORP Technology 11,400.0 $100K 0.07% +9K +442.9% $8.77 +233.5%
192 UA UNDER ARMOUR INC Consumer Cyclical 16,600.0 $96K 0.07% $5.79 -6.7%
193 SRG SERITAGE GROWTH PPTYS Real Estate 19,222.0 $54K 0.04% $2.81 -12.5%
194 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 500.0 $34K 0.03% $68.60 +99.5%
195 SPY STATE STR SPDR S&P 500 ETF T Financial Services 21.0 $13K 0.01% $635.95 +17.2%
Page 10 of 10  ·  195 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%