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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 20 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 TWO HBRS INVT CORP 1,937.0 $20K 0.01% NEW $10.50
382 NDMO NUVEEN DYNAMIC MUN OPPORTUNI Financial Services 2,000.0 $20K 0.01% NEW $10.08 +1.8%
383 DSI ISHARES TR 152.0 $20K 0.01% NEW $128.83 +10.4%
384 BJRI BJS RESTAURANTS INC Consumer Cyclical 493.0 $19K 0.01% NEW $39.40 +13.8%
385 MAS MASCO CORP Industrials 300.0 $19K 0.01% NEW $63.46 +8.6%
386 TPHD TIMOTHY PLAN 494.0 $19K 0.01% NEW $38.53 +8.5%
387 TTD THE TRADE DESK INC Technology 500.0 $19K 0.01% NEW $37.96 -41.8%
388 VRIG INVESCO ACTIVELY MANAGED EXC 748.0 $19K 0.01% NEW $25.10 -0.2%
389 NEOS ETF TRUST 592.0 $19K 0.01% NEW $31.26
390 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 2,000.0 $18K 0.01% NEW $8.90 -4.0%
391 INTC INTEL CORP Technology 467.0 $17K 0.01% NEW $36.91 +233.3%
392 CPRO CALAMOS ETF TR 625.0 $17K 0.01% NEW $26.96 +3.7%
393 JBT MAREL CORPORATION 110.0 $17K 0.01% NEW $150.67
394 CSCO CISCO SYS INC Technology 214.0 $16K 0.01% NEW $77.10 +53.5%
395 ADP AUTOMATIC DATA PROCESSING IN Industrials 64.0 $16K 0.01% NEW $257.23 -14.9%
396 SUSC ISHARES TR 704.0 $16K 0.01% NEW $23.38 -1.2%
397 BAMB NORTHERN LTS FD TR IV 623.0 $16K 0.01% NEW $26.37 -1.0%
398 GLW CORNING INC Technology 185.0 $16K 0.01% NEW $87.56 +125.3%
399 JPM JPMORGAN CHASE & CO. Financial Services 50.0 $16K 0.01% NEW $322.22 -5.0%
400 PSX PHILLIPS 66 Energy 124.0 $16K 0.01% NEW $129.04 +35.5%
Page 20 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%