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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 139 of 148  ·  2,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2761 ARI APOLLO COML REAL ESTATE FIN COM Real Estate 5.0 $53.0 NEW $10.60 +3.3%
2762 BIOA BIOAGE LABS INC COM Healthcare 3.0 $52.0 NEW $17.33 -3.4%
2763 CURB CURBLINE PPTYS CORP COM Real Estate 2.0 $52.0 NEW $26.00 +10.3%
2764 MSEX MIDDLESEX WTR CO COM Utilities 1.0 $52.0 NEW $52.00 -0.5%
2765 BRENMILLER ENERGY LTD ORD SHS NEW 86.0 $52.0 NEW $0.60
2766 TIPT TIPTREE INC COM Financial Services 3.0 $51.0 NEW $17.00 -0.7%
2767 DBI DESIGNER BRANDS INC CL A Consumer Cyclical 9.0 $51.0 NEW $5.67 +21.2%
2768 ECVT ECOVYST INC COM Basic Materials 4.0 $51.0 NEW $12.75 +4.5%
2769 ASLE AERSALE CORPORATION COM Industrials 8.0 $50.0 NEW $6.25 -1.6%
2770 AIRJ AIRJOULE TECHNOLOGIES CORP CL A Industrials 19.0 $48.0 NEW $2.53 +56.0%
2771 GLSI GREENWICH LIFESCIENCES INC COM Healthcare 2.0 $48.0 NEW $24.00 +13.3%
2772 GRPN GROUPON INC COM NEW Communication Services 4.0 $48.0 NEW $12.00 +51.8%
2773 VALARIS LTD WT EXP 042928 3.0 $48.0 NEW $16.00
2774 TG TREDEGAR CORP COM Industrials 6.0 $48.0 NEW $8.00 -4.2%
2775 JOUT JOHNSON OUTDOORS INC CL A Consumer Cyclical 1.0 $47.0 NEW $47.00 -8.7%
2776 UNG UNITED STATES NATURAL GAS FUND LP Financial Services 4.0 $47.0 NEW $11.75 -2.2%
2777 ATLANTA BRAVES HLDGS INC COM SER A 1.0 $47.0 NEW $47.00
2778 INHIBIKASE THERAPEUTICS INC COM NEW 28.0 $47.0 NEW $1.68
2779 AKBA AKEBIA THREAPEUTICS INC COM Healthcare 34.0 $47.0 NEW $1.38 -26.2%
2780 CNDT CONDUENT INC COM Technology 37.0 $47.0 NEW $1.27 +26.0%
Page 139 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%