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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 134 of 148  ·  2,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2661 METALLUS INC COM 6.0 $98.0 NEW $16.33
2662 IDT IDT CORP CL B NEW Communication Services 2.0 $98.0 NEW $49.00 +7.5%
2663 PKB INVESCO BUILDING & CONSTRUCTION ETF 1.0 $98.0 NEW $98.00 +3.1%
2664 ALTG ALTA EQUIPMENT GROUP INC COMMON STOCK Industrials 18.0 $97.0 NEW $5.39 -6.5%
2665 CENTA CENTRAL GARDEN & PET CO CL A NON-VTG Consumer Defensive 3.0 $97.0 NEW $32.33 +6.9%
2666 ACNB ACNB CORP COM Financial Services 2.0 $96.0 NEW $48.00 +14.1%
2667 MCRI MONARCH CASINO & RESORT INC COM Consumer Cyclical 1.0 $96.0 NEW $96.00 +21.1%
2668 OBT ORANGE CNTY BANCORP INC COM Financial Services 3.0 $96.0 NEW $32.00 +6.2%
2669 LILA LIBERTY LATIN AMERICA LTD COM CL A Communication Services 11.0 $95.0 NEW $8.64 -5.1%
2670 NTCT NETSCOUT SYS INC COM Technology 3.0 $95.0 NEW $31.67 +24.5%
2671 NUTX NUTEX HEALTH INC COM Healthcare 1.0 $95.0 NEW $95.00 +25.1%
2672 EXFY EXPENSIFY INC COM CL A Technology 109.0 $95.0 NEW $0.87 +29.7%
2673 LIBERTY LIVE HOLDINGS INC COM SHS SER C 1.0 $94.0 NEW $94.00
2674 SBSI SOUTHSIDE BANCSHARES INC COM Financial Services 3.0 $93.0 NEW $31.00 +5.6%
2675 BLUE FOUNDRY BANCORP COM 7.0 $93.0 NEW $13.29
2676 HCSG HEALTHCARE SVCS GROUP INC COM Healthcare 5.0 $93.0 NEW $18.60 +8.7%
2677 FMNB FARMERS NATIONAL BANC CORP COM Financial Services 7.0 $92.0 NEW $13.14 +8.3%
2678 GRWG GROWGENERATION CORP COM Consumer Cyclical 84.0 $92.0 NEW $1.10 +60.7%
2679 LXEO LEXEO THERAPEUTICS INC COM Healthcare 16.0 $92.0 NEW $5.75 -9.0%
2680 LLYVA LIBERTY LIVE HOLDINGS INC COM SER A Communication Services 1.0 $92.0 NEW $92.00 +4.4%
Page 134 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%