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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 16 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 USB US BANCORP DEL Financial Services 1,100.0 $59K 0.04% NEW $53.36 +2.8%
302 DVA DAVITA INC Healthcare 500.0 $57K 0.04% NEW $113.61 +73.0%
303 EVRG EVERGY INC Utilities 767.0 $56K 0.03% NEW $72.48 +16.3%
304 FALN ISHARES TR 2,013.0 $55K 0.03% NEW $27.30 -1.0%
305 IWF ISHARES TR 114.0 $54K 0.03% NEW $473.30 -73.5%
306 SPG SIMON PPTY GROUP INC NEW Real Estate 288.0 $53K 0.03% NEW $185.26 +11.8%
307 UNP UNION PAC CORP Industrials 230.0 $53K 0.03% NEW $231.32 +17.3%
308 CALAMOS ETF TR 2,204.0 $53K 0.03% NEW $24.05
309 SCHA SCHWAB STRATEGIC TR 1,821.0 $52K 0.03% NEW $28.48 +19.2%
310 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 500.0 $52K 0.03% NEW $103.20 +32.8%
311 OLP ONE LIBERTY PPTYS INC Real Estate 2,537.0 $51K 0.03% NEW $20.29 +15.3%
312 NUW NUVEEN AMT-FREE MUN VALUE FD Financial Services 3,535.0 $51K 0.03% NEW $14.31 -2.3%
313 BAC BANK AMERICA CORP Financial Services 917.0 $50K 0.03% NEW $55.00 -5.5%
314 KBE SPDR SERIES TRUST 825.0 $50K 0.03% NEW $60.69 +5.3%
315 JNK SPDR SERIES TRUST 514.0 $50K 0.03% NEW $97.21 -0.8%
316 GPIQ GOLDMAN SACHS ETF TR 920.0 $49K 0.03% NEW $52.87 +11.2%
317 MRK MERCK & CO INC Healthcare 461.0 $49K 0.03% NEW $105.32 +14.3%
318 Q QNITY ELECTRONICS INC Technology 583.0 $48K 0.03% NEW $81.65 +100.3%
319 PRF INVESCO EXCHANGE TRADED FD T 1,000.0 $47K 0.03% NEW $46.92 +13.9%
320 IGA VOYA GLBL ADV & PREM OPP FD Financial Services 4,803.0 $47K 0.03% NEW $9.72 +1.5%
Page 16 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%