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Portfolio (Quarterly) Guide ↗

Camelot Portfolios, LLC

· CIK 0001569766
13F Portfolio $143M AUM 215 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 37 Added 92 Reduced 14 Exited
Page 11 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 500.0 $20K 0.01% $39.20 +375.2%
202 SPY STATE STR SPDR S&P 500 ETF T Financial Services 21.0 $15K 0.01% $730.29 +5.3%
Page 11 of 11  ·  202 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 20.6%
Financial Services 16.3%
Industrials 10.4%
Technology 10.2%
Healthcare 9.6%
Consumer Defensive 8.5%
Communication Services 8.2%
Real Estate 5.6%
Energy 5.5%
Utilities 4.6%