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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 146 of 148  ·  2,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2901 AISP AIRSHIP AI HLDGS INC COM Technology 6.0 $14.0 NEW $2.33 +0.3%
2902 TKNO ALPHA TEKNOVA INC COM Healthcare 5.0 $14.0 NEW $2.80 +32.1%
2903 GNE GENIE ENERGY LTD CL B Utilities 1.0 $14.0 NEW $14.00 -1.0%
2904 MDV MODIV INDUSTRIAL INC COM STK CL C Real Estate 1.0 $14.0 NEW $14.00 +30.5%
2905 PBFS PIONEER BANCORP INC MD COM Financial Services 1.0 $14.0 NEW $14.00 +6.9%
2906 RMBI RICHMOND MUT BANCORPORATION COM Financial Services 1.0 $14.0 NEW $14.00 +3.6%
2907 WVE WAVE LIFE SCIENCES LTD SHS Healthcare 2.0 $14.0 NEW $7.00 -11.6%
2908 NREF NEXPOINT REAL ESTATE FIN INC COM Real Estate 1.0 $13.0 NEW $13.00 +18.3%
2909 SNBR SLEEP NUMBER CORP COM Consumer Cyclical 7.0 $13.0 NEW $1.86 -12.2%
2910 AEYE AUDIOEYE INC COM NEW Technology 2.0 $13.0 NEW $6.50 +12.0%
2911 RITHM PPTY TR INC COM NEW SHS 1.0 $13.0 NEW $13.00
2912 ORGO ORGANOGENESIS HLDGS INC COM Healthcare 5.0 $12.0 NEW $2.40 +10.8%
2913 CANOPY GROWTH CORPORATION COM NEW 12.0 $11.0 NEW $0.92
2914 UNITED SEC BANCSHARES CALIF COM 1.0 $11.0 NEW $11.00
2915 RCEL AVITA MEDICAL INC COM Healthcare 3.0 $11.0 NEW $3.67 +17.8%
2916 BTMD BIOTE CORP CLASS A COM Healthcare 8.0 $11.0 NEW $1.38 +50.5%
2917 HY HYSTER-YALE INC CL A Industrials $11.0 NEW
2918 INSG INSEEGO CORP COM NEW Technology 1.0 $11.0 NEW $11.00 +10.0%
2919 KFS KINGSWAY FINL SERVICES INC COM NEW Consumer Cyclical 1.0 $10.0 NEW $10.00 +7.3%
2920 LFVN LIFEVANTAGE CORP COM NEW Consumer Defensive 2.0 $9.0 NEW $4.50 +19.3%
Page 146 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%