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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 137 of 148  ·  2,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2721 PRINCETON BANCORP INC COM 2.0 $68.0 NEW $34.00
2722 LNKB LINKBANCORP INC COM Financial Services 8.0 $67.0 NEW $8.38 +3.8%
2723 AROW ARROW FINL CORP COM Financial Services 2.0 $67.0 NEW $33.50 +9.7%
2724 HCAT HEALTH CATALYST INC COM Healthcare 53.0 $67.0 NEW $1.26 +2.0%
2725 IBCP INDEPENDENT BK CORP MICH COM NEW Financial Services 2.0 $67.0 NEW $33.50 +1.6%
2726 AMTB AMERANT BANCORP INC CL A Financial Services 3.0 $66.0 NEW $22.00 +1.8%
2727 TTGT TECHTARGET INC COM NEW Communication Services 17.0 $66.0 NEW $3.88 +24.4%
2728 MITT TPG MTG INVTS TR INC COM NEW Real Estate 9.0 $66.0 NEW $7.33 +4.0%
2729 UIS UNISYS CORP COM NEW Technology 32.0 $66.0 NEW $2.06 +44.0%
2730 VAC MARRIOTT VACATIONS WORLDWIDE C COM Consumer Cyclical 1.0 $65.0 NEW $65.00 +13.7%
2731 OVLY OAK VY BANCORP OAKDALE CALIF COM Financial Services 2.0 $65.0 NEW $32.50 +3.9%
2732 TSSI TSS INC DEL COM Technology 5.0 $65.0 NEW $13.00 -14.4%
2733 LAW CS DISCO INC COM Technology 17.0 $65.0 NEW $3.82 -2.7%
2734 BBCP CONCRETE PUMPING HLDGS INC COM Industrials 9.0 $64.0 NEW $7.11 +4.6%
2735 MEDIWOUND LTD SHS NEW 4.0 $64.0 NEW $16.00
2736 MD PEDIATRIX MEDICAL GROUP INC COM Healthcare 3.0 $64.0 NEW $21.33 +1.0%
2737 RUSHB RUSH ENTERPRISES INC CL B Consumer Cyclical 1.0 $64.0 NEW $64.00 +2.4%
2738 CURV TORRID HLDGS INC COM Consumer Cyclical 36.0 $64.0 NEW $1.78 -24.1%
2739 OPK OPKO HEALTH INC COM Healthcare 55.0 $63.0 NEW $1.15 +11.7%
2740 TARA PROTARA THERAPEUTICS INC COM STK Healthcare 12.0 $63.0 NEW $5.25 -9.3%
Page 137 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%