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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 126 of 148  ·  2,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2501 CVRX CVRX INC COM Healthcare 22.0 $208.0 NEW $9.45 -35.8%
2502 PROSHARES NASDAQ-100 HIGH INCOME ETF 5.0 $208.0 NEW $41.60
2503 PAY PAYMENTUS HOLDINGS INC COM CL A Technology 8.0 $203.0 NEW $25.38 -7.5%
2504 NXRT NEXPOINT RESIDENTIAL TR INC COM Real Estate 8.0 $200.0 NEW $25.00 +18.0%
2505 GRNT GRANITE RIDGE RESOURCES INC COM Energy 34.0 $200.0 NEW $5.88 -6.5%
2506 ZUMZ ZUMIEZ INC COM Consumer Cyclical 9.0 $199.0 NEW $22.11 +3.0%
2507 RMR RMR GROUP INC CL A Real Estate 13.0 $197.0 NEW $15.15 +30.8%
2508 FRPH FRP HLDGS INC COM Real Estate 9.0 $197.0 NEW $21.89 +4.6%
2509 BRCB BLACK ROCK COFFEE BAR INC CL A Consumer Defensive 15.0 $194.0 NEW $12.93 -49.1%
2510 ELME COMMUNITIES SH BEN INT 96.0 $193.0 NEW $2.01
2511 KRRO KORRO BIO INC COM Healthcare 17.0 $192.0 NEW $11.29 -0.8%
2512 PBYI PUMA BIOTECHNOLOGY INC COM Healthcare 30.0 $192.0 NEW $6.40 +10.2%
2513 ABSI ABSCI CORPORATION COM Healthcare 64.0 $192.0 NEW $3.00 +69.7%
2514 AVPT AVEPOINT INC COM CL A Technology 20.0 $190.0 NEW $9.50 +7.8%
2515 KE KIMBALL ELECTRONICS INC COM Industrials 8.0 $190.0 NEW $23.75 +1.9%
2516 MAGN MAGNERA CORP COM SHS Industrials 20.0 $190.0 NEW $9.50 +11.2%
2517 PXED PHOENIX ED PARTNERS INC COM Consumer Defensive 6.0 $189.0 NEW $31.50 -9.0%
2518 ACCO ACCO BRANDS CORP COM Industrials 63.0 $189.0 NEW $3.00 +28.3%
2519 ARKO ARKO CORP COM Consumer Cyclical 34.0 $189.0 NEW $5.56 +35.1%
2520 BROWN FORMAN CORP CL A 7.0 $188.0 NEW $26.86
Page 126 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%