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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 41 of 148  ·  2,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 TDG TRANSDIGM GROUP INC COM Industrials 96.0 $111K 0.01% NEW $1160.98 +3.2%
802 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 1,044.0 $111K 0.01% NEW $106.50 -0.3%
803 WDAY WORKDAY INC CL A Technology 854.0 $111K 0.01% NEW $129.92 -2.5%
804 GOF GUGGENHEIM STRATEGIC OPPORTUN COM SBI Financial Services 10,068.0 $111K 0.01% NEW $11.02 +1.5%
805 CG CARLYLE GROUP INC COM Financial Services 2,290.0 $111K 0.01% NEW $48.39 -6.7%
806 MTA METALLA RTY & STREAMING LTD COM NEW Basic Materials 16,700.0 $111K 0.01% NEW $6.63 +2.0%
807 RWK INVESCO S&P MIDCAP 400 REVENUE ETF 861.0 $110K 0.01% NEW $128.23 +7.2%
808 CRWV COREWEAVE INC COM CL A Technology 1,421.0 $110K 0.01% NEW $77.47 +38.9%
809 TLG TOUCHSTONE LARGE COMPANY GROWTH ETF 4,698.0 $110K 0.01% NEW $23.36 +17.0%
810 ULS UL SOLUTIONS INC CLASS A COM SHS Industrials 1,275.0 $109K 0.01% NEW $85.71 +19.0%
811 YDEC FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER 4,136.0 $109K 0.01% NEW $26.30 +4.0%
812 JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF 1,130.0 $108K 0.01% NEW $95.72 +0.5%
813 WAT WATERS CORP COM Healthcare 363.0 $108K 0.01% NEW $297.80 +14.6%
814 APH AMPHENOL CORP CL A Technology 852.0 $108K 0.01% NEW $126.35 -1.2%
815 FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 6,045.0 $107K 0.01% NEW $17.75 +0.8%
816 IBAT ISHARES ENERGY STORAGE & MATERIALS ETF 3,131.0 $107K 0.01% NEW $34.11 +29.8%
817 DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 672.0 $107K 0.01% NEW $158.52 +6.7%
818 FLS FLOWSERVE CORP COM Industrials 1,444.0 $106K 0.01% NEW $73.52 -6.5%
819 UTG REAVES UTIL INCOME FD COM SH BEN INT Financial Services 2,700.0 $106K 0.01% NEW $39.28 +7.1%
820 KBWB INVESCO KBW BANK ETF 1,330.0 $105K 0.01% NEW $79.13 +8.8%
Page 41 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%