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Portfolio (Quarterly) Guide ↗

Sunbelt Securities, Inc.

· CIK 0001632932
13F Portfolio $1.6B AUM 2,954 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 2954 New
Page 91 of 148  ·  2,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 DCOM DIME CMNTY BANCSHARES INC COM Financial Services 95.0 $3K NEW $33.82 +10.2%
1802 NEU NEWMARKET CORP COM Basic Materials 5.0 $3K NEW $641.00 +17.8%
1803 LYV LIVE NATION ENTERTAINMENT INC COM Communication Services 21.0 $3K NEW $152.52 +9.4%
1804 ISHARES IBONDS 1-5 YEAR TREASURY LADDER ETF 126.0 $3K NEW $25.25
1805 BRC BRADY CORP CL A Industrials 39.0 $3K NEW $81.46 +8.5%
1806 LAMR LAMAR ADVERTISING CO CL A Real Estate 25.0 $3K NEW $126.64 +21.1%
1807 LINEAGE CELL THERAPEUTICS INC COM 2,000.0 $3K NEW $1.58
1808 AXTA AXALTA COATING SYS LTD COM Basic Materials 114.0 $3K NEW $27.70 +7.7%
1809 SITE SITEONE LANDSCAPE SUPPLY INC COM Industrials 23.0 $3K NEW $133.13 -14.4%
1810 RWX STATE STREET SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 115.0 $3K NEW $26.62 +4.4%
1811 SMA SMARTSTOP SELF STORAG REIT INC COMMON STOCK Real Estate 101.0 $3K NEW $30.28 +3.0%
1812 HXL HEXCEL CORP NEW COM Industrials 37.0 $3K NEW $80.92 +8.5%
1813 PEBO PEOPLES BANCORP INC COM Financial Services 91.0 $3K NEW $32.87 +5.7%
1814 SCHB SCHWAB U.S. BROAD MARKET ETF 119.0 $3K NEW $25.10 +15.1%
1815 VLYPN VALLEY NATL BANCORP COM Financial Services 242.0 $3K NEW $12.28 +110.7%
1816 USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 58.0 $3K NEW $51.22 -0.2%
1817 RNP COHEN & STEERS REIT & PFD & COM Financial Services 150.0 $3K NEW $19.76 +5.9%
1818 XDQQ INNOVATOR GROWTH ACCELERATED ETF - QUARTERLY 80.0 $3K NEW $37.00 +9.3%
1819 ANGLOGOLD ASHANTI PLC COM SHS 30.0 $3K NEW $98.63
1820 USFD US FOODS HLDG CORP COM Consumer Defensive 32.0 $3K NEW $92.22 -11.6%
Page 91 of 148  ·  2,954 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
Energy 30.4%
Technology 22.7%
Financial Services 16.5%
Healthcare 6.0%
Consumer Cyclical 5.8%
Consumer Defensive 5.5%
Communication Services 4.8%
Industrials 4.3%
Real Estate 1.7%
Utilities 1.2%