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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 144 of 148  ·  2,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2861 NVAX NOVAVAX INC COM NEW Healthcare 3.0 $24.0 NEW $8.00 +12.3%
2862 POWW OUTDOOR HOLDING CO COM Industrials 12.0 $24.0 NEW $2.00 +0.5%
2863 PKOH PARK-OHIO HLDGS CORP COM Industrials 1.0 $24.0 NEW $24.00 +24.5%
2864 TZOO TRAVELZOO COM NEW Communication Services 4.0 $24.0 NEW $6.00 +55.5%
2865 WTBA WEST BANCORPORATION INC CAP STK Financial Services 1.0 $24.0 NEW $24.00 -1.5%
2866 TEADS HLDG CO COM 36.0 $24.0 NEW $0.67
2867 REPOSITRAK INC COM NEW 3.0 $23.0 NEW $7.67
2868 AVNW AVIAT NETWORKS INC COM NEW Technology 1.0 $23.0 NEW $23.00 -28.5%
2869 CMCL CALEDONIA MNG CORP SHS NEW Basic Materials 1.0 $23.0 NEW $23.00 +0.4%
2870 EPM EVOLUTION PETE CORP COM Energy 5.0 $23.0 NEW $4.60 -0.9%
2871 USGO US GOLDMINING INC COM Basic Materials 2.0 $23.0 NEW $11.50 -3.7%
2872 MPX MARINE PRODS CORP COM Consumer Cyclical 3.0 $22.0 NEW $7.33 +11.5%
2873 SPOK SPOK HLDGS INC COM Healthcare 2.0 $22.0 NEW $11.00 +0.4%
2874 CMT CORE MOLDING TECHNOLOGIES INC COM Basic Materials 1.0 $22.0 NEW $22.00 +10.0%
2875 EVI EVI INDS INC COM Industrials 1.0 $21.0 NEW $21.00 -11.4%
2876 HIW HIGHWOODS PPTYS INC COM Real Estate 1.0 $21.0 NEW $21.00 +21.7%
2877 FSP FRANKLIN STR PPTYS CORP COM Real Estate 30.0 $20.0 NEW $0.67 -23.9%
2878 JMSB JOHN MARSHALL BANCORP INC COM Financial Services 1.0 $20.0 NEW $20.00 +5.6%
2879 MLTX MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD Healthcare 1.0 $19.0 NEW $19.00 -2.8%
2880 SNFCA SECURITY NATL FINL CORP CL A NEW Financial Services 2.0 $19.0 NEW $9.50 -0.8%
Page 144 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%