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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 28 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 EAGG ISHARES TR 29.0 $1K 0.00% NEW $47.86 -1.6%
542 ETHA ISHARES ETHEREUM TR Financial Services 60.0 $1K 0.00% NEW $22.43 -30.6%
543 BIBL NORTHERN LTS FD TR IV 30.0 $1K 0.00% NEW $44.43 +20.7%
544 EMLC VANECK ETF TRUST 50.0 $1K 0.00% NEW $25.82 -1.9%
545 SCHP SCHWAB STRATEGIC TR 48.0 $1K 0.00% NEW $26.50 +0.5%
546 OPENDOOR TECHNOLOGIES INC 1,400.0 $1K 0.00% NEW $0.90
547 FNDF SCHWAB STRATEGIC TR 27.0 $1K 0.00% NEW $45.22 +18.0%
548 FNDA SCHWAB STRATEGIC TR 38.0 $1K 0.00% NEW $31.50 +13.3%
549 VWO VANGUARD INTL EQUITY INDEX F 22.0 $1K 0.00% NEW $53.77 +9.7%
550 UEC URANIUM ENERGY CORP Energy 100.0 $1K 0.00% NEW $11.68 +11.5%
551 TRV TRAVELERS COMPANIES INC Financial Services 4.0 $1K 0.00% NEW $290.00 +5.7%
552 WWJD NORTHERN LTS FD TR IV 30.0 $1K 0.00% NEW $36.97 +6.1%
553 CLX CLOROX CO DEL Consumer Defensive 11.0 $1K 0.00% NEW $97.18 -2.1%
554 PHIN PHINIA INC Consumer Cyclical 17.0 $1K 0.00% NEW $62.71 +19.3%
555 SPEM SPDR INDEX SHS FDS 19.0 $889.0 0.00% NEW $46.79 +9.8%
556 ISMD NORTHERN LTS FD TR IV 23.0 $871.0 0.00% NEW $37.87 +21.8%
557 USHY ISHARES TR 23.0 $860.0 0.00% NEW $37.39 -1.1%
558 ARKK ARK ETF TR 11.0 $846.0 0.00% NEW $76.91 -0.7%
559 MRSK NORTHERN LIGHTS FD TR 21.0 $773.0 NEW $36.81 +3.6%
560 FDLS NORTHERN LTS FD TR IV 21.0 $765.0 NEW $36.43 +11.1%
Page 28 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%