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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 147 of 148  ·  2,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2921 MFIN MEDALLION FINANCIAL CORP COM Financial Services 1.0 $9.0 NEW $9.00 +5.8%
2922 ATLANTIC INTL CORP COM 3.0 $9.0 NEW $3.00
2923 BTDR BITDEER TECHNOLOGIES GROUP CL A ORD SHS Technology 1.0 $9.0 NEW $9.00 +65.8%
2924 FLYX FLYEXCLUSIVE INC COM CL A Industrials 4.0 $9.0 NEW $2.25 +9.8%
2925 KULR TECHNOLOGY GROUP INC COM 4.0 $9.0 NEW $2.25
2926 SBC MED GROUP HLDGS INC COM 2.0 $8.0 NEW $4.00
2927 NOK NOKIA CORP SPONSORED ADR Technology 1.0 $8.0 NEW $8.00 +77.2%
2928 NVCT NUVECTIS PHARMA INC COM Healthcare 1.0 $8.0 NEW $8.00 +36.7%
2929 TLSI TRISALUS LIFE SCIENCES INC COM Healthcare 2.0 $8.0 NEW $4.00 -19.0%
2930 WEST WESTROCK COFFEE CO COM Consumer Defensive 2.0 $8.0 NEW $4.00 +111.5%
2931 GWRS GLOBAL WTR RES INC COM Utilities 1.0 $8.0 NEW $8.00 -12.6%
2932 TRINSEO PLC SHS 64.0 $7.0 NEW $0.11
2933 SFIX STITCH FIX INC COM CL A Consumer Cyclical 2.0 $7.0 NEW $3.50 -8.6%
2934 NL NL INDS INC COM NEW Industrials 1.0 $6.0 NEW $6.00 +15.8%
2935 PNBK PATRIOT NATL BANCORP INC COM NEW Financial Services 5.0 $6.0 NEW $1.20 -5.8%
2936 PMI PICARD MEDICAL INC COM SHS Healthcare 6.0 $6.0 NEW $1.00 -84.6%
2937 MYPS PLAYSTUDIOS INC CLASS A COM Technology 13.0 $6.0 NEW $0.46 -3.6%
2938 VIRC VIRCO MFG CO COM Consumer Cyclical 1.0 $6.0 NEW $6.00 -1.2%
2939 HF FOODS GROUP INC COM 3.0 $6.0 NEW $2.00
2940 LVWR LIVEWIRE GROUP INC COM Consumer Cyclical 3.0 $5.0 NEW $1.67 -14.8%
Page 147 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%