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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 133 of 148  ·  2,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2641 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 3.0 $106.0 NEW $35.33 -15.9%
2642 HUMA HUMACYTE INC COM Healthcare 174.0 $106.0 NEW $0.61 +67.4%
2643 SRVR PACER DATA & INFRASTRUCTURE REAL ESTATE ETF 3.0 $106.0 NEW $35.33 -2.8%
2644 FRST PRIMIS FINANCIAL CORP COM Financial Services 8.0 $106.0 NEW $13.25 +8.5%
2645 NBBK NB BANCORP INC COM Financial Services 5.0 $105.0 NEW $21.00 -5.3%
2646 UTL UNITIL CORP COM Utilities 2.0 $104.0 NEW $52.00 -1.3%
2647 CVGW CALAVO GROWERS INC COM Consumer Defensive 4.0 $103.0 NEW $25.75 +2.8%
2648 DGICA DONEGAL GROUP INC CL A Financial Services 6.0 $103.0 NEW $17.17 +2.3%
2649 EZPW EZCORP INC CL A NON VTG Financial Services 4.0 $102.0 NEW $25.50 +31.1%
2650 MBWM MERCANTILE BK CORP COM Financial Services 2.0 $101.0 NEW $50.50 +4.1%
2651 MLKN MILLERKNOLL INC COM Consumer Cyclical 7.0 $101.0 NEW $14.43 +6.9%
2652 NATH NATHANS FAMOUS INC COM Consumer Cyclical 1.0 $101.0 NEW $101.00 +0.1%
2653 AMSF AMERISAFE INC COM Financial Services 3.0 $100.0 NEW $33.33 -6.1%
2654 CIM CHIMERA INVT CORP COM SHS Real Estate 8.0 $100.0 NEW $12.50 +6.3%
2655 HRI HERC HLDGS INC COM Industrials 1.0 $100.0 NEW $100.00 +29.6%
2656 INVH INVITATION HOMES INC COM Real Estate 4.0 $99.0 NEW $24.75 +17.3%
2657 OSUR ORASURE TECHNOLOGIES INC COM Healthcare 33.0 $99.0 NEW $3.00 +9.7%
2658 QDEL QUIDELORTHO CORP COM Healthcare 6.0 $99.0 NEW $16.50 -27.8%
2659 SGHT SIGHT SCIENCES INC COM Healthcare 26.0 $98.0 NEW $3.77 +28.9%
2660 WOLF WOLFSPEED INC COM Technology 6.0 $98.0 NEW $16.33 +258.9%
Page 133 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%