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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 138 of 148  ·  2,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2741 SANA SANA BIOTECHNOLOGY INC COM Healthcare 22.0 $63.0 NEW $2.86 +8.6%
2742 UTMD UTAH MED PRODS INC COM Healthcare 1.0 $62.0 NEW $62.00 +3.5%
2743 SMG SCOTTS MIRACLE-GRO CO CL A Basic Materials 1.0 $61.0 NEW $61.00 -4.4%
2744 HBCP HOMEBANCORP INC COM Financial Services 1.0 $61.0 NEW $61.00 +6.8%
2745 MATIV HOLDINGS INC COM 7.0 $61.0 NEW $8.71
2746 LIFECORE BIOMEDICAL INC COM 16.0 $60.0 NEW $3.75
2747 TTAM TITAN AMER SA COMMON SHARES Basic Materials 4.0 $60.0 NEW $15.00 +2.6%
2748 ARDT ARDENT HEALTH INC COM Healthcare 7.0 $60.0 NEW $8.57 +7.5%
2749 PAYS PAYSIGN INC COM Technology 10.0 $59.0 NEW $5.90 +7.5%
2750 NPWR NET POWER INC COM CL A Industrials 37.0 $58.0 NEW $1.57 +19.9%
2751 CNXN PC CONNECTION INC COM Technology 1.0 $58.0 NEW $58.00 +10.7%
2752 PCVX VAXCYTE INC COM Healthcare 1.0 $58.0 NEW $58.00 -18.3%
2753 PKBK PARKE BANCORP INC COM Financial Services 2.0 $57.0 NEW $28.50 +7.6%
2754 MKTW MARKETWISE INC COM NEW CL A Technology 3.0 $56.0 NEW $18.67 -5.3%
2755 FSTR FOSTER L B CO COM Industrials 2.0 $56.0 NEW $28.00 +36.0%
2756 FENC FENNEC PHARMACEUTICALS INC COM Healthcare 9.0 $55.0 NEW $6.11 +63.1%
2757 BXC BLUELINX HLDGS INC COM NEW Industrials 1.0 $54.0 NEW $54.00 -8.5%
2758 CHMG CHEMUNG FINL CORP COM Financial Services 1.0 $54.0 NEW $54.00 +27.4%
2759 OPCH OPTION CARE HEALTH INC COM NEW Healthcare 2.0 $54.0 NEW $27.00 -20.3%
2760 OM OUTSET MED INC COM NEW Healthcare 14.0 $54.0 NEW $3.86 +10.4%
Page 138 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%