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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 128 of 148  ·  2,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 GCO GENESCO INC COM Consumer Cyclical 6.0 $174.0 NEW $29.00 +23.1%
2542 APLE APPLE HOSPITALITY REIT INC COM NEW Real Estate 15.0 $173.0 NEW $11.53 +25.8%
2543 CODI COMPASS DIVERSIFIED SH BEN INT Industrials 22.0 $173.0 NEW $7.86 +48.8%
2544 KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A Industrials 3.0 $173.0 NEW $57.67 +21.8%
2545 CCS CENTURY COMMUNITIES INC COM Consumer Cyclical 3.0 $172.0 NEW $57.33 -8.5%
2546 EBF ENNIS INC COM Industrials 8.0 $171.0 NEW $21.38 -6.2%
2547 HLIT HARMONIC INC COM Technology 19.0 $171.0 NEW $9.00 +41.1%
2548 SONO GROUP N V SHS NEW 27.0 $171.0 NEW $6.33
2549 HTFL HEARTFLOW INC COM Healthcare 7.0 $170.0 NEW $24.29 +20.2%
2550 LEG LEGGETT & PLATT INC COM Consumer Cyclical 17.0 $168.0 NEW $9.88 +1.6%
2551 STAA STAAR SURGICAL CO COM PAR $0.01 Healthcare 9.0 $168.0 NEW $18.67 +77.1%
2552 CROX CROCS INC COM Consumer Cyclical 2.0 $166.0 NEW $83.00 +31.2%
2553 XRN CHIRON REAL ESTATE INC COM NEW Financial Services 5.0 $165.0 NEW $33.00 +9.8%
2554 SLP SIMULATIONS PLUS INC COM Healthcare 14.0 $165.0 NEW $11.79 +22.8%
2555 BED BATH & BEYOND INC WT EXP 100726 292.0 $164.0 NEW $0.56
2556 RXO RXO INC COMMON STOCK Industrials 11.0 $161.0 NEW $14.64 +63.0%
2557 CSGP COSTAR GROUP INC COM Real Estate 4.0 $161.0 NEW $40.25 -15.7%
2558 PFI INVESCO DORSEY WRIGHT FINANCIAL MOMENTUM ETF 3.0 $160.0 NEW $53.33 +10.4%
2559 BY BYLINE BANCORP INC COM Financial Services 5.0 $158.0 NEW $31.60 +4.5%
2560 RGP RESOURCES CONNECTION INC COM Industrials 42.0 $157.0 NEW $3.74 +18.8%
Page 128 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%