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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 122 of 148  ·  2,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 ATEC ALPHATEC HLDGS INC COM NEW Healthcare 27.0 $294.0 NEW $10.89 -24.4%
2422 CENT CENTRAL GARDEN & PET CO COM Consumer Defensive 8.0 $294.0 NEW $36.75 +5.1%
2423 ATI ATI INC COM Industrials 2.0 $291.0 NEW $145.50 +10.2%
2424 MBC MASTERBRAND INC COMMON STOCK Consumer Cyclical 35.0 $291.0 NEW $8.31 -8.6%
2425 NXDR NEXTDOOR HOLDINGS INC COM CL A Communication Services 207.0 $290.0 NEW $1.40 +44.2%
2426 BZH BEAZER HOMES USA INC COM NEW Consumer Cyclical 15.0 $289.0 NEW $19.27 +24.6%
2427 FLOC FLOWCO HLDGS INC COM CL A Energy 14.0 $288.0 NEW $20.57 +33.2%
2428 PRCH PORCH GROUP INC COM Technology 40.0 $287.0 NEW $7.17 +35.7%
2429 GTY GETTY RLTY CORP NEW COM Real Estate 9.0 $286.0 NEW $31.78 +5.2%
2430 STKL SUNOPTA INC COM Consumer Defensive 44.0 $285.0 NEW $6.48 +0.4%
2431 CHRD CHORD ENERGY CORPORATION COM NEW Energy 2.0 $284.0 NEW $142.00 +0.6%
2432 RBCAA REPUBLIC BANCORP INC KY CL A Financial Services 4.0 $282.0 NEW $70.50 +11.2%
2433 ESE ESCO TECHNOLOGIES INC COM Technology 1.0 $281.0 NEW $281.00 +4.4%
2434 CPS COOPER-STANDARD HOLDINGS INC COM Consumer Cyclical 10.0 $279.0 NEW $27.90 +0.4%
2435 PEB PEBBLEBROOK HOTEL TR COM Real Estate 22.0 $278.0 NEW $12.64 +17.6%
2436 PRME PRIME MEDICINE INC COM Healthcare 80.0 $278.0 NEW $3.48 -18.6%
2437 PLBY PLAYBOY INC COM Consumer Cyclical 181.0 $275.0 NEW $1.52 -16.4%
2438 RFEM FIRST TRUST RIVERFRONT DYNAMIC EMERGING MARKETS ETF 3.0 $275.0 NEW $91.67 +0.7%
2439 AMPH AMPHASTAR PHARMACEUTICALS INC COM Healthcare 14.0 $274.0 NEW $19.57 -7.2%
2440 ATNI ATN INTL INC COM Communication Services 10.0 $272.0 NEW $27.20 +0.2%
Page 122 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%