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Institutional

Camelot Portfolios, LLC

CIK 0001569766
$135.3M
Reported AUM
190
Positions
Q1 2026
Period
2026-05-08
Filed

The Brief · Camelot Portfolios, LLC · Q1 2026

AI · grounded in 13F

Camelot Portfolios, LLC closed its position in IBDS for a reduction of $1.56M. The fund also exited BSCS for $1.56M and OMFL for $871,127. On the buy side, the fund established new positions in BSCW for $1.27M and BSCU for $1.03M. Additionally, it increased its share count in NVDA by 392.16% and DVA by 1,060%.

Portfolio · Q1 2026

MINT$4.7MGOOGL$3.4MAMZN$3.4MTSLA$3.0MJAAA$2.4MBSJQ$2.1MBERKSHI$2.1MOther$105.6MCL

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1MINTPIMCO ETF TR$4.7M3.48%-7,699-14.1%
2GOOGLALPHABET INC$3.4M2.54%-1,232-9.4%
3AMZNAMAZON COM INC$3.4M2.49%+5,299+48.8%
4TSLATESLA INC$3.0M2.25%-69-0.7%
5JAAAJANUS DETROIT STR TR$2.4M1.77%-4,735-9.0%
6BSJQINVESCO EXCH TRD SLF IDX FD$2.1M1.56%-15,749-14.8%
7BRK/BBERKSHIRE HATHAWAY INC DEL$2.1M1.55%-197-4.3%
8HFROHIGHLAND OPPS & INCOME FD$1.8M1.34%-36,540-10.3%
9IWMISHARES TR$1.7M1.27%+256+3.8%
10COFCAPITAL ONE FINL CORP$1.7M1.25%-216-2.3%
11IWSISHARES TR$1.7M1.25%-41-0.4%
12VEUVANGUARD INTL EQUITY INDEX F$1.6M1.22%-13,349-37.9%
13ESEVERSOURCE ENERGY$1.6M1.19%-807-3.4%
14SIRISIRIUSXM HOLDINGS INC$1.6M1.17%-1,649-2.3%
15XOMEXXON MOBIL CORP$1.6M1.15%-954-9.4%
16KVUEKENVUE INC$1.5M1.13%-2,779-3.0%
17DFEBFIRST TR EXCHNG TRADED FD VI$1.5M1.09%-9,777-24.0%
18VTVVANGUARD INDEX FDS$1.4M1.05%-2,141-22.9%
19TKTEEKAY CORPORATION LTD$1.4M1.04%HELD
20AZOAUTOZONE INC$1.4M1.00%HELD
21VBVANGUARD INDEX FDS$1.3M0.97%-1,466-22.7%
22PSEPINNOVATOR ETFS TRUST$1.3M0.95%-9,270-23.6%
23IBDWISHARES TR$1.3M0.94%+2,126+3.6%
24PLTRPALANTIR TECHNOLOGIES INC$1.3M0.94%+1,731+23.9%
25NVDANVIDIA CORPORATION$1.3M0.94%+6,400+392.2%
26BSCWINVESCO EXCH TRD SLF IDX FD$1.3M0.94%+61,492NEW
27FBTCFIDELITY WISE ORIGIN BITCOIN$1.3M0.93%+28+0.1%
28DGDOLLAR GEN CORP$1.3M0.93%-2,364-18.3%
29NXDTNEXPOINT DIVERSIFIED REL ET$1.2M0.89%-47,646-15.5%
30YUMCYUM CHINA HLDGS INC$1.2M0.89%-1,124-4.3%
31METAMETA PLATFORMS INC$1.2M0.86%+218+12.0%
32IBDUISHARES TR$1.2M0.86%-9,018-15.3%
33ZNGAZOOM COMMUNICATIONS INC$1.1M0.84%-654-4.4%
34ESSESSEX PPTY TR INC$1.1M0.84%-117-2.4%
35VOVANGUARD INDEX FDS$1.1M0.84%-1,141-22.4%
36AAPLAPPLE INC$1.1M0.83%HELD
37PIIPOLARIS INC$1.1M0.82%-749-3.5%
38ZBHZIMMER BIOMET HOLDINGS INC$1.1M0.82%-970-7.4%
39IBITISHARES BITCOIN TRUST ETF$1.1M0.80%+6,446+16.9%
40BSCUINVESCO EXCH TRD SLF IDX FD$1.0M0.76%+61,798NEW
41GEGE AEROSPACE$1.0M0.76%-60-1.6%
42BAHBOOZ ALLEN HAMILTON HLDG COR$1.0M0.76%+1,202+10.1%
43MSFTMICROSOFT CORP$1.0M0.74%-17-0.6%
44VPUVANGUARD WORLD FD$1.0M0.74%-90-1.7%
45TSNTYSON FOODS INC$996K0.74%-2,235-12.6%
46VUGVANGUARD INDEX FDS$995K0.74%-658-22.4%
47SPYSTATE STR SPDR S&P 500 ETF T$980K0.72%+1,400+7.3%
48KMIKINDER MORGAN INC DEL$956K0.71%+1+0.0%
49PYPLPAYPAL HLDGS INC$952K0.70%+652+3.2%
50DVADAVITA INC$891K0.66%+5,300+1060.0%
51PRDOPERDOCEO ED CORP$891K0.66%-28-0.1%
52CAHCARDINAL HEALTH INC$888K0.66%HELD
53FDMFIRST TR EXCHANGE-TRADED FD$886K0.66%-3,264-23.2%
54ACNACCENTURE PLC IRELAND$885K0.65%-93-2.0%
55LENLENNAR CORP$881K0.65%HELD
56FBNDFIDELITY MERRIMACK STR TR$860K0.64%+102+0.5%
57AMRZAMRIZE LTD$858K0.63%-264-1.7%
58FLRFLUOR CORP$843K0.62%HELD
59AESAES CORP$813K0.60%-490-0.8%
60DAUGFIRST TR EXCHNG TRADED FD VI$812K0.60%-5,805-23.7%
61UHAL/BU HAUL HOLDING COMPANY$809K0.60%-503-2.7%
62VSSVANGUARD INTL EQUITY INDEX F$798K0.59%-1,656-23.2%
63NMZNUVEEN MUN HIGH INCOME OPPOR$756K0.56%-231-0.3%
64AMTAMERICAN TOWER CORP$756K0.56%-232-5.0%
65HSTHOST HOTELS & RESORTS INC$729K0.54%-5,075-11.8%
66MMM3M CO$726K0.54%HELD
67CPRJCALAMOS ETF TR$710K0.53%-558-2.1%
68STLASTELLANTIS N.V$703K0.52%-3,410-3.3%
69DEMWISDOMTREE TR$690K0.51%-3,850-21.7%
70JBBBJANUS DETROIT STR TR$685K0.51%+1,232+9.2%
71CTSHCOGNIZANT TECHNOLOGY SOLUTIO$681K0.50%-1,016-8.4%
72CPSTCALAMOS ETF TR$681K0.50%-505-2.0%
73APTVAPTIV PLC$674K0.50%+9,700NEW
74FJUNFIRST TR EXCHNG TRADED FD VI$649K0.48%-3,336-22.5%
75MFICMIDCAP FINANCIAL INVSTMNT CO$648K0.48%-1,366-2.3%
76UNHUNITEDHEALTH GROUP INC$647K0.48%-86-3.5%
77LULULULULEMON ATHLETICA INC$643K0.48%HELD
78VFCV F CORP$642K0.47%-3,120-7.6%
79CPSACALAMOS ETF TR$635K0.47%-606-2.5%
80LWLAMB WESTON HLDGS INC$634K0.47%HELD
81JEPIJ P MORGAN EXCHANGE TRADED F$618K0.46%+505+4.9%
82LADLITHIA MTRS INC$606K0.45%-126-4.9%
83ETENERGY TRANSFER L P$602K0.44%HELD
84PINSPINTEREST INC$600K0.44%-110-0.3%
85TPRTAPESTRY INC$593K0.44%-400-8.7%
86BROSDUTCH BROS INC$578K0.43%HELD
87GOOGALPHABET INC$574K0.42%HELD
88WBDWARNER BROS DISCOVERY INC$569K0.42%-3,600-14.8%
89AIGAMERICAN INTL GROUP INC$557K0.41%-7-0.1%
90EWXSPDR INDEX SHS FDS$548K0.41%-2,438-22.7%
91BDXBECTON DICKINSON & CO$546K0.40%-69-1.9%
92DDOMINION ENERGY INC$540K0.40%-12-0.1%
93INGING GROEP N.V.$538K0.40%-3,023-12.8%
94CVICVR ENERGY INC$535K0.40%HELD
95IQVIQVIA HLDGS INC$532K0.39%-108-3.3%
96DJANFIRST TR EXCHNG TRADED FD VI$527K0.39%HELD
97VVRINVESCO SR INCOME TR$516K0.38%+32,195+25.2%
98MAMASTERCARD INCORPORATED$515K0.38%HELD
99FFORD MTR CO$514K0.38%-3,393-7.1%
100BAXBAXTER INTL INC$508K0.38%-1,679-5.3%
101HONHONEYWELL INTL INC$506K0.37%-263-10.5%
102MRPMILLROSE PPTYS INC$496K0.37%+13,635+333.9%
103MACMACERICH CO$493K0.36%-2,437-8.5%
104HIGHARTFORD INSURANCE GROUP INC$484K0.36%-371-9.4%
105KMBKIMBERLY-CLARK CORP$469K0.35%-379-7.2%
106LOWLOWES COS INC$460K0.34%HELD
107CMICUMMINS INC$460K0.34%-273-24.2%
108KYNKAYNE ANDERSON ENERGY INFRST$453K0.33%-12,482-28.2%
109TJXTJX COS INC NEW$447K0.33%HELD
110FTVFORTIVE CORP$446K0.33%-1,057-11.6%
111GPMTGRANITE PT MTG TR INC$445K0.33%-17,532-5.4%
112IEXIDEX CORP$442K0.33%-257-9.9%
113BKRBAKER HUGHES COMPANY$424K0.31%-1,205-14.8%
114SPYINEOS ETF TRUST$424K0.31%+817+10.5%
115ADBEADOBE INC$424K0.31%-48-2.7%
116NKENIKE INC$410K0.30%-864-10.0%
117DINOHF SINCLAIR CORP$405K0.30%-191-2.9%
118ETWEATON VANCE TAX-MANAGED GLOB$399K0.29%HELD
119EMREMERSON ELEC CO$393K0.29%HELD
120HUMHUMANA INC$390K0.29%+34+1.5%
121DLSWISDOMTREE TR$386K0.29%-1,357-22.3%
122RTXRTX CORPORATION$376K0.28%HELD
123GMGENERAL MTRS CO$373K0.28%HELD
124BCOBRINKS CO$367K0.27%-395-10.0%
125SPMDSPDR SERIES TRUST$365K0.27%+6,157NEW
126TXTTEXTRON INC$364K0.27%-614-12.9%
127FVDFIRST TR EXCHANGE-TRADED FD$362K0.27%+7,691NEW
128CVXCHEVRON CORPORATION$356K0.26%-233-11.9%
129GEVGE VERNOVA INC$354K0.26%-15-3.6%
130KRCKILROY REALTY CORP$353K0.26%-401-3.1%
131RUSHARUSH ENTERPRISES INC$350K0.26%-804-13.2%
132BIIBBIOGEN INC$348K0.26%HELD
133LHLABCORP HOLDINGS INC$339K0.25%-54-4.1%
134JLLJONES LANG LASALLE INC$335K0.25%-22-2.0%
135RGAREINSURANCE GROUP AMER INC$326K0.24%-165-9.4%
136WMTWALMART INC$326K0.24%HELD
137RSRELIANCE INC$319K0.24%-114-9.8%
138MANMANPOWERGROUP INC WIS$315K0.23%+7,582+243.0%
139ABMABM INDS INC$308K0.23%-708-8.1%
140ORIOLD REP INTL CORP$303K0.22%-654-7.9%
141CPBTHE CAMPBELLS COMPANY$301K0.22%HELD
142CPSFCALAMOS ETF TR$297K0.22%+1,162+11.1%
143VEEVVEEVA SYS INC$296K0.22%-3-0.2%
144ENBENBRIDGE INC$296K0.22%-128-2.3%
145SYKSTRYKER CORPORATION$289K0.21%HELD
146HIIHUNTINGTON INGALLS INDS INC$287K0.21%-51-6.3%
147BMYBRISTOL-MYERS SQUIBB CO$281K0.21%-326-6.6%
148GSIEGOLDMAN SACHS ETF TR$278K0.21%-4,533-41.3%
149BCATBLACKROCK CAP ALLOCATION TER$276K0.20%HELD
150EPREPR PPTYS$275K0.20%HELD
151FITBFIFTH THIRD BANCORP$275K0.20%HELD
152KTFDWS MUN INCOME TR$273K0.20%-861-2.8%
153CDWCDW CORP$270K0.20%-97-4.2%
154EDOWFIRST TR EXCHANGE-TRADED FD$249K0.18%-27-0.4%
155CMGCHIPOTLE MEXICAN GRILL INC$246K0.18%HELD
156CVSCVS HEALTH CORP$240K0.18%-132-3.8%
157SIMOSILICON MOTION TECHNOLOGY CO$235K0.17%-298-12.5%
158YELPYELP INC$232K0.17%-331-3.4%
159BXBLACKSTONE INC$230K0.17%+1,000+100.0%
160NSCNORFOLK SOUTHN CORP$230K0.17%HELD
161QQQMINVESCO EXCH TRADED FD TR II$228K0.17%+30+3.2%
162COSTCOSTCO WHOLESALE CORPORATION$223K0.16%HELD
163MYIBLACKROCK MUNIYIELD QUALITY$222K0.16%+1,379+7.0%
164LMTLOCKHEED MARTIN CORP$220K0.16%-17-4.5%
165BILSSPDR SERIES TRUST$216K0.16%HELD
166DSMBNY MELLON STRATEGIC MUN BD$215K0.16%-2,474-6.5%
167OMCOMNICOM GROUP INC$214K0.16%-173-5.7%
168GILGILDAN ACTIVEWEAR INC$212K0.16%-186-4.6%
169SOSOUTHERN CO$212K0.16%HELD
170SAMBOSTON BEER INC$207K0.15%HELD
171VBRVANGUARD INDEX FDS$206K0.15%-200-17.4%
172EPDENTERPRISE PRODS PARTNERS L$205K0.15%HELD
173VTRVENTAS INC$205K0.15%-265-9.6%
174GBILGOLDMAN SACHS ETF TR$201K0.15%-87-4.2%
175IFFINTERNATIONAL FLAVORS&FRAGRA$200K0.15%-118-4.1%
176STEWSRH TOTAL RETURN FUND INC$186K0.14%HELD
177NZFNUVEEN MUN CR INCOME FD$183K0.14%-338-2.2%
178WULFTERAWULF INC$175K0.13%+2,100+21.0%
179SGRYSURGERY PARTNERS INC$164K0.12%+175+1.3%
180NFJVIRTUS DIVIDEND INTEREST & P$161K0.12%-647-4.8%
181NADNUVEEN QUALITY MUNCP INCOME$158K0.12%-108-0.8%
182XEVVXEATON VANCE LIMITED DURATION$157K0.12%-921-5.3%
183JFRNUVEEN FLOATING RATE INCOME$124K0.09%HELD
184CWHCAMPING WORLD HLDGS INC$123K0.09%HELD
185OIAINVESCO MUNI INCOME OPP TRST$123K0.09%HELD
186ACPABRDN INCOME CREDIT STRATEGI$118K0.09%-156-0.7%
187EIMEATON VANCE MUN BD FD$115K0.09%-869-6.9%
188NVTSNAVITAS SEMICONDUCTOR CORP$100K0.07%+9,300+442.9%
189UAUNDER ARMOUR INC$96K0.07%HELD
190SRGSERITAGE GROWTH PPTYS$54K0.04%HELD
191IBDSISHARES TR-64,448EXITED
192BSCSINVESCO EXCH TRD SLF IDX FD-75,871EXITED
193OMFLINVESCO EXCH TRD SLF IDX FD-14,250EXITED
194CCITIGROUP INC-3,075EXITED
195VIDIETF SER SOLUTIONS-7,549EXITED
196OPENOPENDOOR TECHNOLOGIES INC-42,000EXITED
197GEHCGE HEALTHCARE TECHNOLOGIES I-2,767EXITED
198GAPGAP INC-8,642EXITED
199BKEBUCKLE INC-4,017EXITED
200FMARFIRST TR EXCHNG TRADED FD VI-4,302EXITED
201EXPEEXPEDIA GROUP INC-700EXITED
202GPNGLOBAL PMTS INC-2,556EXITED
203XFEBFIRST TR EXCHNG TRADED FD VI-5,287EXITED
204SYYSYSCO CORP-2,549EXITED
205XRNPXCOHEN & STEERS REIT & PFD &-9,319EXITED
206ARCCARES CAPITAL CORP-9,135EXITED
207MSMMSC INDL DIRECT INC-2,136EXITED
208OIO-I GLASS INC-12,085EXITED
209ADSKAUTODESK INC-601EXITED
210PEPPEPSICO INC-1,200EXITED
211NXPINXP SEMICONDUCTORS N V-792EXITED
212MGAMAGNA INTL INC-3,210EXITED
213WELLWELLTOWER INC-900EXITED
214AMGNAMGEN INC-500EXITED
215OREALTY INCOME CORP-2,870EXITED
216ASTSAST SPACEMOBILE INC-2,200EXITED
217QCOMQUALCOMM INC-926EXITED
218STSENSATA TECHNOLOGIES HLDG PL-4,611EXITED
219ADNTADIENT PLC-7,971EXITED
220RYLDGLOBAL X FDS-9,454EXITED
221CAKECHEESECAKE FACTORY INC-5,500EXITED
222EPRFINNOVATOR ETFS TRUST-8,016EXITED
223VVISA INC-400EXITED
224DIVOAMPLIFY ETF TR-3,082EXITED
225LOPEGRAND CANYON ED INC-822EXITED
226VRSNVERISIGN INC-543EXITED
227DMARFIRST TR EXCHNG TRADED FD VI-3,152EXITED
228PYLDPIMCO ETF TR-4,898EXITED
229DORMDORMAN PRODS INC-1,060EXITED
230MSGSMADISON SQUARE GRDN SPRT COR-500EXITED
231MDLZMONDELEZ INTL INC-2,400EXITED
232SOLVSOLVENTUM CORP-1,532EXITED
233HSYHERSHEY CO-659EXITED
234MTGMGIC INVT CORP WIS-4,045EXITED
235SCHMSCHWAB STRATEGIC TR-3,900EXITED
236ULUNILEVER PLC-1,776EXITED
237CITHE CIGNA GROUP-417EXITED
238PAYCPAYCOM SOFTWARE INC-715EXITED
239XEMDXWESTERN ASSET EMERGING MKTS-10,665EXITED
240PSKYPARAMOUNT SKYDANCE CORP-8,400EXITED
241ARDCARES DYNAMIC CR ALLOCATION F-8,400EXITED
242IVVISHARES TR-162EXITED
243PDOPIMCO DYNAMIC INCOME OPRNTS-8,000EXITED
244RPTRITHM PPTY TR INC-6,643EXITED
245SAFTSAFETY INS GROUP INC-1,400EXITED
246FCTRFIRST TR EXCHANGE-TRADED FD-3,023EXITED
247INFYINFOSYS LTD-6,000EXITED
248XMYDXBLACKROCK MUNIYIELD FD INC-10,000EXITED
249VGMINVESCO TR INVT GRADE MUNS-9,900EXITED
250BVEDIAMOND HILL INVT GROUP INC-600EXITED
251CARRCARRIER GLOBAL CORPORATION-1,900EXITED
252PGPROCTER AND GAMBLE CO-700EXITED
253SOHUSOHU COM LTD-6,362EXITED
254FTHYFIRST TR HIGH YIELD OPPRT 20-7,000EXITED
255CRCRANE COMPANY-530EXITED
256MKLMARKEL GROUP INC-45EXITED
257FMHIFIRST TR EXCH TRADED FD III-2,000EXITED
258CAGCONAGRA BRANDS INC-5,501EXITED
259RALRALLIANT CORP-1,854EXITED
260XNEAXNUVEEN AMT FREE QLTY MUN INC-8,027EXITED
261DHRDANAHER CORPORATION-407EXITED
262EVNEATON VANCE MUNI INCOME TRUS-8,445EXITED
263VSATVIASAT INC-3,000EXITED
264FAPRFIRST TR EXCHNG TRADED FD VI-2,000EXITED
265JNJJOHNSON & JOHNSON-424EXITED
266GU9GUESS INC-5,238EXITED
267BGHBARINGS GLOBAL SHORT DURATIO-5,518EXITED
268NVSNOVARTIS AG-600EXITED
269EEFTEURONET WORLDWIDE INC-1,068EXITED
270BKBANK NEW YORK MELLON CORP-700EXITED
271GRMNGARMIN LTD-400EXITED
272SOLSSOLSTICE ADVANCED MATLS INC-1,640EXITED
273UPSUNITED PARCEL SERVICE INC-800EXITED
274BBDCBARINGS BDC INC-8,631EXITED
275TRMBTRIMBLE INC-1,000EXITED
276ETRENTERGY CORP NEW-843EXITED
277OSKOSHKOSH CORP-617EXITED
278HASHASBRO INC-925EXITED
279OKEONEOK INC NEW-1,028EXITED
280GISGENERAL MLS INC-1,600EXITED
281CMPCOMPASS MINERALS INTL INC-3,712EXITED
282FMNFEDERATED HERMES PREM MUNI I-6,500EXITED
283WSMWILLIAMS SONOMA INC-400EXITED
284YJUNFIRST TR EXCHNG TRADED FD VI-2,758EXITED
285YSEPFIRST TR EXCHNG TRADED FD VI-2,712EXITED
286YMARFIRST TR EXCHNG TRADED FD VI-2,610EXITED
287GLDSPDR GOLD TR-178EXITED
288YDECFIRST TR EXCHNG TRADED FD VI-2,668EXITED
289DDDUPONT DE NEMOURS INC-1,734EXITED
290GJULFIRST TR EXCHNG TRADED FD VI-1,686EXITED
291GJANFIRST TR EXCHNG TRADED FD VI-1,617EXITED
292GOCTFIRST TR EXCHNG TRADED FD VI-1,761EXITED
293RSDEFIRST TR EXCHNG TRADED FD VI-3,161EXITED
294RSJNFIRST TR EXCHNG TRADED FD VI-2,000EXITED
295GAPRFIRST TR EXCHNG TRADED FD VI-1,716EXITED
296SFEBFIRST TR EXCHNG TRADED FD VI-2,911EXITED
297PMLPIMCO MUN INCOME FD II-9,051EXITED
298SAUGFIRST TR EXCHNG TRADED FD VI-2,656EXITED
299SNOVFIRST TR EXCHNG TRADED FD VI-2,721EXITED
300SMAYFIRST TR EXCHNG TRADED FD VI-2,581EXITED
301CGHMCAPITAL GRP FIXED INCM ETF T-2,613EXITED
302MHDBLACKROCK MUNIHOLDINGS FD IN-5,288EXITED
303TRPTC ENERGY CORP-1,085EXITED
304VCITVANGUARD SCOTTSDALE FDS-706EXITED
305BHCBAUSCH HEALTH COS INC-8,500EXITED
306HCAHCA HEALTHCARE INC-126EXITED
307USBUS BANCORP DEL-1,100EXITED
308EVRGEVERGY INC-767EXITED
309FALNISHARES TR-2,013EXITED
310IWFISHARES TR-114EXITED
311SPGSIMON PPTY GROUP INC NEW-288EXITED
312UNPUNION PAC CORP-230EXITED
313CBOJCALAMOS ETF TR-2,204EXITED
314SCHASCHWAB STRATEGIC TR-1,821EXITED
315OLPONE LIBERTY PPTYS INC-2,537EXITED
316NUWNUVEEN AMT-FREE MUN VALUE FD-3,535EXITED
317BACBANK AMERICA CORP-917EXITED
318KBESPDR SERIES TRUST-825EXITED
319JNKSPDR SERIES TRUST-514EXITED
320GPIQGOLDMAN SACHS ETF TR-920EXITED
321MRKMERCK & CO INC-461EXITED
322QQNITY ELECTRONICS INC-583EXITED
323PRFINVESCO EXCHANGE TRADED FD T-1,000EXITED
324IGAVOYA GLBL ADV & PREM OPP FD-4,803EXITED
325DISDISNEY WALT CO-410EXITED
326MINOPIMCO ETF TR-1,000EXITED
327NUVNUVEEN MUN VALUE FD INC-5,000EXITED
328AVGOBROADCOM INC-130EXITED
329STXSEAGATE TECHNOLOGY HLDNGS PL-159EXITED
330CPSOCALAMOS ETF TR-1,615EXITED
331INTUINTUIT-65EXITED
332LLYVALIBERTY LIVE HOLDINGS INC-513EXITED
333IWDISHARES TR-197EXITED
334SAHSONIC AUTOMOTIVE INC-666EXITED
335KGKESTREL GROUP LTD-3,877EXITED
336TXTERNIUM SA-1,000EXITED
337VNQVANGUARD INDEX FDS-431EXITED
338APAAPA CORPORATION-1,500EXITED
339COPCONOCOPHILLIPS-380EXITED
340SBUXSTARBUCKS CORP-419EXITED
341XLISELECT SECTOR SPDR TR-225EXITED
342DALDELTA AIR LINES INC DEL-485EXITED
343PCARPACCAR INC-303EXITED
344PIDINVESCO EXCHANGE TRADED FD T-1,500EXITED
345IEMGISHARES INC-483EXITED
346CLCOLGATE PALMOLIVE CO-400EXITED
347AMXAMERICA MOVIL SAB DE CV-1,500EXITED
348FDXFEDEX CORP-107EXITED
349LCTUBLACKROCK ETF TRUST-411EXITED
350JOEST JOE CO-500EXITED
351AXONAXON ENTERPRISE INC-52EXITED
352OXLCOXFORD LANE CAP CORP-2,000EXITED
353ESGUISHARES TR-329EXITED
354NLYANNALY CAPITAL MANAGEMENT IN-1,285EXITED
355QDELQUIDELORTHO CORP-1,000EXITED
356VOOVANGUARD INDEX FDS-44EXITED
357VCSHVANGUARD SCOTTSDALE FDS-342EXITED
358HYEMVANECK ETF TRUST-1,369EXITED
359BKNGBOOKING HOLDINGS INC-5EXITED
360CACICACI INTL INC-50EXITED
361CTASCINTAS CORP-140EXITED
362OTISOTIS WORLDWIDE CORP-300EXITED
363CXTCRANE NXT CO-530EXITED
364HYMBSPDR SERIES TRUST-1,000EXITED
365KLACKLA CORP-20EXITED
366EAELECTRONIC ARTS INC-188EXITED
367MIYBLACKROCK MUNIYIELD MICH QU-2,000EXITED
368PHMPULTE GROUP INC-200EXITED
369PJTPJT PARTNERS INC-137EXITED
370LLYELI LILLY & CO-21EXITED
371HYIWESTERN ASSET HIGH YIELD OPP-2,024EXITED
372VGLTVANGUARD SCOTTSDALE FDS-400EXITED
373CHKPCHECK POINT SOFTWARE TECH LT-120EXITED
374MCKMCKESSON CORP-27EXITED
375LUVSOUTHWEST AIRLS CO-528EXITED
376CPSLCALAMOS ETF TR-801EXITED
377FIVEFIVE BELOW INC-115EXITED
378TMTOYOTA MOTOR CORP-100EXITED
379VKQINVESCO MUNICIPAL TRUST-2,212EXITED
380MOATVANECK ETF TRUST-204EXITED
381XSVMINVESCO EXCHANGE TRADED FD T-365EXITED
382DFPFLAHERTY & CRUMRINE DYNAMIC-1,000EXITED
383AVUVAMERICAN CENTY ETF TR-200EXITED
384TWOTWO HBRS INVT CORP-1,937EXITED
385NDMONUVEEN DYNAMIC MUN OPPORTUNI-2,000EXITED
386DSIISHARES TR-152EXITED
387BJRIBJS RESTAURANTS INC-493EXITED
388MASMASCO CORP-300EXITED
389TPHDTIMOTHY PLAN-494EXITED
390TTDTHE TRADE DESK INC-500EXITED
391VRIGINVESCO ACTIVELY MANAGED EXC-748EXITED
392NEOS ETF TRUST-592EXITED
393HYTBLACKROCK CORPOR HI YLD FD I-2,000EXITED
394INTCINTEL CORP-467EXITED
395CPROCALAMOS ETF TR-625EXITED
396JBTMJBT MAREL CORPORATION-110EXITED
397CSCOCISCO SYS INC-214EXITED
398ADPAUTOMATIC DATA PROCESSING IN-64EXITED
399SUSCISHARES TR-704EXITED
400BAMBNORTHERN LTS FD TR IV-623EXITED
401GLWCORNING INC-185EXITED
402JPMJPMORGAN CHASE & CO.-50EXITED
403PSXPHILLIPS 66-124EXITED
404BAMUNORTHERN LTS FD TR IV-626EXITED
405RWXSPDR INDEX SHS FDS-546EXITED
406DLYDOUBLELINE YIELD OPPORTUNITI-1,000EXITED
407CATCATERPILLAR INC-25EXITED
408IXUSISHARES TR-162EXITED
409CMECME GROUP INC-50EXITED
410GHGGREENTREE HOSPITALITY GROUP-8,000EXITED
411DVNDEVON ENERGY CORP NEW-357EXITED
412USXFISHARES TR-224EXITED
413IPKWINVESCO EXCH TRADED FD TR II-231EXITED
414VRPINVESCO EXCH TRADED FD TR II-510EXITED
415FTREFORTREA HLDGS INC-709EXITED
416BBYBEST BUY INC-182EXITED
417TSMTAIWAN SEMICONDUCTOR MFG LTD-40EXITED
418VTIVANGUARD INDEX FDS-36EXITED
419MSBMESABI TR-300EXITED
420VTVANGUARD INTL EQUITY INDEX F-81EXITED
421EICEAGLE POINT INCOME COMPANY I-1,000EXITED
422NOCNORTHROP GRUMMAN CORP-20EXITED
423KEYKEYCORP-544EXITED
424SPMBSPDR SERIES TRUST-500EXITED
425SPYMSPDR SERIES TRUST-138EXITED
426BLKBLACKROCK INC-10EXITED
427TXNTEXAS INSTRS INC-60EXITED
428APLDAPPLIED DIGITAL CORP-400EXITED
429CPSJCALAMOS ETF TR-361EXITED
430ESGEISHARES INC-219EXITED
431XLUSELECT SECTOR SPDR TR-220EXITED
432MCDMCDONALDS CORP-30EXITED
433FMDEFIDELITY COVINGTON TRUST-252EXITED
434CCL1EURCARNIVAL CORP-300EXITED
435AWKAMERICAN WTR WKS CO INC NEW-70EXITED
436VGTVANGUARD WORLD FD-12EXITED
437PCHPOTLATCHDELTIC CORPORATION-226EXITED
438MMSMAXIMUS INC-104EXITED
439JRINUVEEN REAL ASSET INCOME & G-638EXITED
440PDMPIEDMONT REALTY TRUST INC-1,000EXITED
441LAMRLAMAR ADVERTISING CO NEW-65EXITED
442PLDPROLOGIS INC.-64EXITED
443CBRLCRACKER BARREL OLD CTRY STOR-313EXITED
444BNDVANGUARD BD INDEX FDS-105EXITED
445LMBSFIRST TR EXCHANGE-TRADED FD-154EXITED
446CMPSCOMPASS PATHWAYS PLC-1,111EXITED
447ITWILLINOIS TOOL WKS INC-31EXITED
448XSOEWISDOMTREE TR-194EXITED
449ITAISHARES TR-35EXITED
450MPTMEDICAL PPTYS TRUST INC-1,500EXITED
451NUENUCOR CORP-45EXITED
452WABWABTEC-34EXITED
453VIGVANGUARD SPECIALIZED FUNDS-33EXITED
454SPMOINVESCO EXCH TRADED FD TR II-60EXITED
455VDCVANGUARD WORLD FD-33EXITED
456VHTVANGUARD WORLD FD-24EXITED
457HCKTHACKETT GROUP INC-350EXITED
458CPNSCALAMOS ETF TR-250EXITED
459ESGDISHARES TR-71EXITED
460FSKFS KKR CAP CORP-449EXITED
461PAYXPAYCHEX INC-57EXITED
462KMTKENNAMETAL INC-225EXITED
463SLVISHARES SILVER TR-99EXITED
464MICCMAGNUM ICE CREAM CO NV-400EXITED
465WECWEC ENERGY GROUP INC-59EXITED
466FNDXSCHWAB STRATEGIC TR-226EXITED
4673IV1INNOVATOR ETFS TRUST-175EXITED
468TAKTAKEDA PHARMACEUTICAL CO LTD-387EXITED
469AVTAVNET INC-125EXITED
470MOALTRIA GROUP INC-100EXITED
471SOBOSOUTH BOW CORP-206EXITED
472SLQDISHARES TR-108EXITED
473BAMANORTHERN LTS FD TR IV-159EXITED
474XMESPDR SERIES TRUST-52EXITED
475OCCIOFS CREDIT COMPANY INC-1,089EXITED
476BAMONORTHERN LTS FD TR IV-159EXITED
477QQQEDIREXION SHS ETF TR-50EXITED
478VZVERIZON COMMUNICATIONS INC-125EXITED
479UHALU HAUL HOLDING COMPANY-100EXITED
480AGNCAGNC INVT CORP-464EXITED
481SCZISHARES TR-64EXITED
482LCTDBLACKROCK ETF TRUST-89EXITED
483ACREARES COML REAL ESTATE CORP-1,000EXITED
484AEPAMERICAN ELEC PWR CO INC-40EXITED
485CLFCLEVELAND-CLIFFS INC NEW-345EXITED
486BAMYNORTHERN LTS FD TR IV-163EXITED
487SOXXISHARES TR-15EXITED
488GNWGENWORTH FINL INC-500EXITED
489GAACAMBRIA ETF TR-138EXITED
490IWYISHARES TR-16EXITED
491CXCEMEX SAB DE CV-383EXITED
492YCBDCBDMD INC-3,250EXITED
493MKCMCCORMICK & CO INC-64EXITED
494WRDWERIDE INC-500EXITED
495XPHSPDR SERIES TRUST-77EXITED
496DJTTRUMP MEDIA & TECHNOLOGY GRO-320EXITED
497VBKVANGUARD INDEX FDS-14EXITED
498DBRGDIGITALBRIDGE GROUP INC-268EXITED
499CMCSACOMCAST CORP NEW-134EXITED
500SCHRSCHWAB STRATEGIC TR-157EXITED

Source: SEC EDGAR · accession 0001104659-26-057631. 13F discloses long positions only — shorts, foreign equities, and options are excluded.