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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 23 of 148  ·  2,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 KRP KIMBELL RTY PARTNERS LP UNIT Energy 30,233.0 $437K 0.03% NEW $14.47 +5.5%
442 IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 4,498.0 $436K 0.03% NEW $96.91 +5.3%
443 QFLR INNOVATOR NASDAQ-100 MANAGED FLOOR ETF 13,086.0 $436K 0.03% NEW $33.30 +8.1%
444 XTJL INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JULY 11,357.0 $436K 0.03% NEW $38.35 +6.3%
445 BWXT BWX TECHNOLOGIES INC COM Industrials 2,115.0 $433K 0.03% NEW $204.53 -1.0%
446 B BARRICK MNG CORP COM SHS Basic Materials 10,591.0 $432K 0.03% NEW $40.79 +1.1%
447 EFV ISHARES MSCI EAFE VALUE ETF 5,810.0 $432K 0.03% NEW $74.35 +6.2%
448 MTD METTLER TOLEDO INTERNATIONAL COM Healthcare 342.0 $431K 0.03% NEW $1261.20 -13.5%
449 IYZ ISHARES U.S. TELECOMMUNICATIONS ETF 10,914.0 $429K 0.03% NEW $39.32 +12.4%
450 VRT VERTIV HOLDINGS CO COM CL A Industrials 1,706.0 $427K 0.03% NEW $250.58 +26.0%
451 PINS PINTEREST INC CL A Communication Services 23,228.0 $426K 0.03% NEW $18.34 +2.6%
452 DJUN FT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE 9,025.0 $425K 0.03% NEW $47.04 +4.1%
453 XTJA INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JANUARY 13,606.0 $415K 0.03% NEW $30.47 +10.1%
454 MLPA GLOBAL X MLP ETF 7,581.0 $408K 0.03% NEW $53.87 +3.2%
455 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 7,058.0 $407K 0.03% NEW $57.64 +6.7%
456 SO SOUTHERN CO COM Utilities 4,211.0 $406K 0.03% NEW $96.52 -3.0%
457 GDX VANECK GOLD MINERS ETF 4,422.0 $406K 0.03% NEW $91.78 -6.2%
458 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 823.0 $404K 0.03% NEW $491.49 -8.1%
459 JCI JOHNSON CTLS INTL PLC SHS Industrials 3,081.0 $403K 0.03% NEW $130.95 +3.5%
460 IGM ISHARES EXPANDED TECH SECTOR ETF 3,389.0 $402K 0.03% NEW $118.50 +31.5%
Page 23 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%