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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 148 of 148  ·  2,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2941 NXDT NEXPOINT DIVERSIFIED REL ET TR COM NEW Financial Services 1.0 $5.0 NEW $5.00 +0.2%
2942 RUM RUMBLE INC COM CL A Technology 1.0 $5.0 NEW $5.00 +47.4%
2943 CHARGEPOINT HOLDINGS INC COM SHS 1.0 $5.0 NEW $5.00
2944 CDZI CADIZ INC COM NEW Utilities 1.0 $5.0 NEW $5.00 -16.2%
2945 CIA CITIZENS INC CL A Financial Services 1.0 $5.0 NEW $5.00 -1.2%
2946 ISPR ISPIRE TECHNOLOGY INC COM Consumer Defensive 2.0 $4.0 NEW $2.00 -2.0%
2947 ZSPC ZSPACE INC COM Technology 33.0 $4.0 NEW $0.12 +28.3%
2948 WALD WALDENCAST PLC CLASS A ORD SHS Technology 3.0 $3.0 NEW $1.00 +31.0%
2949 BRCC BRC INC COM CL A Consumer Defensive 4.0 $3.0 NEW $0.75 +137.3%
2950 LOGISTIC PROPERTIES OF THE AME USD ORD SHS 1.0 $3.0 NEW $3.00
2951 BEEP MOBILE INFRASTRUCTURE CORP COM SHS Real Estate 1.0 $2.0 NEW $2.00 +3.5%
2952 VGAS VERDE CLEAN FUELS INC CLASS A COM Utilities 1.0 $2.0 NEW $2.00 -3.0%
2953 ARAI ARRIVE AI INC COM NEW Technology 1.0 $1.0 NEW $1.00 -31.0%
2954 MSP RECOVERY INC COM NEW CL A 1.0 NEW
Page 148 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%