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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 131 of 148  ·  2,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2601 AGL AGILON HEALTH INC COM NEW Healthcare 16.0 $127.0 NEW $7.94 +915.1%
2602 OCUL OCULAR THERAPEUTIX INC COM Healthcare 15.0 $127.0 NEW $8.47 -2.9%
2603 AMBP ARDAGH METAL PACKAGING S A SHS Consumer Cyclical 31.0 $126.0 NEW $4.06 +0.1%
2604 TILE INTERFACE INC COM Consumer Cyclical 5.0 $125.0 NEW $25.00 +15.0%
2605 WEN WENDYS CO COM Consumer Cyclical 18.0 $125.0 NEW $6.94 +11.6%
2606 AMC ENTMT HLDGS INC CL A NEW 128.0 $125.0 NEW $0.98
2607 PRA PROASSURANCE CORP COM Financial Services 5.0 $124.0 NEW $24.80 -0.8%
2608 ALCO ALICO INC COM Consumer Defensive 3.0 $124.0 NEW $41.33 -1.2%
2609 EGBN EAGLE BANCORPORATION INC COM Financial Services 5.0 $124.0 NEW $24.80 +5.2%
2610 CZFS CITIZENS FINL SVCS INC COM Financial Services 2.0 $122.0 NEW $61.00 +6.2%
2611 NFBK NORTHFIELD BANCORP INC DEL COM Financial Services 9.0 $122.0 NEW $13.56 +4.8%
2612 ANTERIS TECHNOLOGIES GLOBAL COM 22.0 $122.0 NEW $5.55
2613 RNGR RANGER ENERGY SVCS INC COM CL A Energy 7.0 $120.0 NEW $17.14 -4.5%
2614 IBOTTA INC CLASS A COM SHS 4.0 $120.0 NEW $30.00
2615 LFMD LIFEMD INC COM Healthcare 33.0 $119.0 NEW $3.61 +12.9%
2616 FLNG FLEX LNG LTD SHS Energy 4.0 $119.0 NEW $29.75 +8.8%
2617 SSRM SSR MINING IN COM Basic Materials 4.0 $118.0 NEW $29.50 +4.2%
2618 TSBK TIMBERLAND BANCORP INC COM Financial Services 3.0 $118.0 NEW $39.33 +2.8%
2619 FET FORUM ENERGY TECHNOLOGIES INC COM Energy 2.0 $117.0 NEW $58.50 +0.0%
2620 CNX CNX RES CORP COM Energy 3.0 $116.0 NEW $38.67 -8.1%
Page 131 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%