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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 46 of 148  ·  2,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 FFIN FIRST FINL BANKSHARES INC COM Financial Services 2,800.0 $82K 0.01% NEW $29.45 +9.3%
902 SITM SITIME CORP COM Technology 237.0 $82K 0.01% NEW $345.35 +101.8%
903 FTSD FRANKLIN SHORT DURATION U.S. GOVERNMENT ETF 900.0 $82K 0.01% NEW $90.79 -0.5%
904 NVGS NAVIGATOR HLDGS LTD SHS Energy 4,219.0 $82K 0.01% NEW $19.33 +21.1%
905 RC READY CAPITAL CORP COM Real Estate 50,258.0 $81K 0.01% NEW $1.62 +12.3%
906 CALM CAL MAINE FOODS INC COM NEW Consumer Defensive 1,028.0 $81K 0.01% NEW $79.14 -2.8%
907 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 8,900.0 $81K 0.01% NEW $9.13 +11.7%
908 TOTALENERGIES SE ACT 888.0 $81K 0.01% NEW $90.98
909 NVS NOVARTIS AG SPONSORED ADR Healthcare 523.0 $80K 0.01% NEW $152.68 -0.6%
910 PRFZ INVESCO RAFI US 1500 SMALL-MID ETF 1,727.0 $79K 0.01% NEW $45.87 +10.6%
911 XHE STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF 1,011.0 $79K 0.01% NEW $78.27 +3.7%
912 LITE LUMENTUM HLDGS INC COM Technology 112.0 $79K 0.01% NEW $702.76 +37.2%
913 CGVV CAPITAL GROUP U.S. LARGE VALUE ETF 2,940.0 $79K 0.01% NEW $26.75 +12.5%
914 IAPR INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL 2,475.0 $78K 0.01% NEW $31.67 +4.3%
915 JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND 1,625.0 $78K 0.01% NEW $47.82 +0.1%
916 PSEC PROSPECT CAP CORP COM Financial Services 29,344.0 $77K 0.01% NEW $2.61 -15.7%
917 IONS IONIS PHARMACEUTICALS INC COM Healthcare 1,014.0 $76K 0.01% NEW $75.09 +0.9%
918 CCI CROWN CASTLE INC COM Real Estate 936.0 $76K 0.01% NEW $81.32 +13.2%
919 BUR BURFORD CAP LTD ORD SHS Financial Services 16,821.0 $76K 0.01% NEW $4.52 +4.0%
920 CSX CSX CORP COM Industrials 1,848.0 $76K 0.01% NEW $41.05 +11.8%
Page 46 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%