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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 135 of 148  ·  2,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2681 ATOM ATOMERA INC COM Technology 24.0 $91.0 NEW $3.79 +68.5%
2682 BVS BIOVENTUS INC COM CL A Healthcare 10.0 $91.0 NEW $9.10 +27.0%
2683 PCB BANCORP COM 4.0 $90.0 NEW $22.50
2684 RRBI RED RIVER BANCSHARES INC COM Financial Services 1.0 $90.0 NEW $90.00 +6.9%
2685 RWT REDWOOD TRUST INC COM Real Estate 16.0 $90.0 NEW $5.62 -9.5%
2686 ANGI ANGI INC CL A NEW Communication Services 13.0 $89.0 NEW $6.85 -10.9%
2687 PATHWARD FINANCIAL INC COM 1.0 $89.0 NEW $89.00
2688 SPIR SPIRE GLOBAL INC COM CL A NEW Industrials 7.0 $88.0 NEW $12.57 +15.3%
2689 AMCX AMC GLOBAL MEDIA INC CL A Communication Services 13.0 $88.0 NEW $6.77 +45.1%
2690 CCNE CNB FINL CORP PA COM Financial Services 3.0 $87.0 NEW $29.00 +15.3%
2691 USNA USANA HEALTH SCIENCES INC COM Consumer Defensive 5.0 $87.0 NEW $17.40 +23.0%
2692 CF BANKSHARES INC COM 3.0 $84.0 NEW $28.00
2693 AIRO AIRO GROUP HLDGS INC COM Industrials 11.0 $84.0 NEW $7.64 -10.0%
2694 COFS CHOICEONE FINANCIA COM Financial Services 3.0 $84.0 NEW $28.00 +17.5%
2695 GEO GEO GROUP INC COM Industrials 5.0 $84.0 NEW $16.80 +77.3%
2696 AVXL ANAVEX LIFE SCIENCES CORP COM NEW Healthcare 27.0 $83.0 NEW $3.07 -21.0%
2697 BV BRIGHTVIEW HLDGS INC COM Industrials 7.0 $83.0 NEW $11.86 +20.9%
2698 UHT UNIVERSAL HEALTH RLTY INCOME SH BEN INT Real Estate 2.0 $81.0 NEW $40.50 +4.9%
2699 RGR STURM RUGER & CO INC COM Industrials 2.0 $80.0 NEW $40.00 -5.3%
2700 ELDN ELEDON PHARMACEUTICALS INC COM Healthcare 26.0 $80.0 NEW $3.08 +31.6%
Page 135 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 30.0%
Technology 23.7%
Financial Services 16.3%
Healthcare 5.9%
Consumer Cyclical 5.7%
Consumer Defensive 5.4%
Communication Services 4.8%
Industrials 4.3%
Real Estate 1.7%
Utilities 1.2%