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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 52 of 148  ·  2,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 GPC GENUINE PARTS CO COM Consumer Cyclical 470.0 $50K 0.00% NEW $105.75 -7.7%
1022 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 335.0 $50K 0.00% NEW $148.03 +6.2%
1023 PNQI INVESCO NASDAQ INTERNET ETF 1,100.0 $49K 0.00% NEW $44.73 +7.6%
1024 BKH BLACK HILLS CORP COM Utilities 705.0 $49K 0.00% NEW $69.41 +6.8%
1025 QQQX NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS Financial Services 1,834.0 $49K 0.00% NEW $26.67 +14.3%
1026 VHT VANGUARD HEALTH CARE ETF 179.0 $49K 0.00% NEW $272.54 +1.5%
1027 CANADIAN PACIFIC KANSAS CITY COM 619.0 $49K 0.00% NEW $78.66
1028 UAL UNITED AIRLS HLDGS INC COM Industrials 528.0 $49K 0.00% NEW $92.07 +6.5%
1029 RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 884.0 $48K 0.00% NEW $54.80 +11.8%
1030 FIRST TR HIGH YIELD OPPRT 2027 COM 3,578.0 $48K 0.00% NEW $13.53
1031 FLTB FIDELITY LIMITED TERM BOND ETF 963.0 $48K 0.00% NEW $50.27 -0.1%
1032 CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 1,449.0 $48K 0.00% NEW $33.36 +18.4%
1033 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 518.0 $48K 0.00% NEW $93.32 +2.5%
1034 WELL WELLTOWER INC COM Real Estate 244.0 $48K 0.00% NEW $197.82 +10.5%
1035 AXON AXON ENTERPRISE INC COM Industrials 113.0 $48K 0.00% NEW $424.69 -8.2%
1036 BE BLOOM ENERGY CORP COM CL A Industrials 353.0 $48K 0.00% NEW $135.49 +127.2%
1037 TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 506.0 $47K 0.00% NEW $93.70 +20.7%
1038 MGC VANGUARD MEGA CAP ETF 200.0 $47K 0.00% NEW $236.35 +15.6%
1039 FIG FIGMA INC CLASS A COM STK Technology 2,225.0 $47K 0.00% NEW $21.14 +2.1%
1040 SN SHARKNINJA INC COM SHS Consumer Cyclical 442.0 $47K 0.00% NEW $105.90 -3.7%
Page 52 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%