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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 61 of 148  ·  2,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 DWX STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF 600.0 $27K 0.00% NEW $45.60 +2.6%
1202 ROP ROPER TECHNOLOGIES INC COM Industrials 77.0 $27K 0.00% NEW $353.86 -7.6%
1203 TWLO TWILIO INC CL A Communication Services 215.0 $27K 0.00% NEW $125.82 +49.3%
1204 TOL TOLL BROTHERS INC COM Consumer Cyclical 198.0 $27K 0.00% NEW $136.47 -1.6%
1205 POR PORTLAND GEN ELEC CO COM NEW Utilities 509.0 $27K 0.00% NEW $52.78 -5.6%
1206 BBAG JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF 581.0 $27K 0.00% NEW $46.16 -1.1%
1207 DIVI FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND 669.0 $27K 0.00% NEW $39.84 +7.8%
1208 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 345.0 $27K 0.00% NEW $77.13 +12.4%
1209 HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 571.0 $27K 0.00% NEW $46.51 +0.6%
1210 FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 207.0 $27K 0.00% NEW $128.18 +8.3%
1211 SE SEA LTD SPONSORD ADS Consumer Cyclical 320.0 $26K 0.00% NEW $82.81 +5.4%
1212 JLL JONES LANG LASALLE INC COM Real Estate 87.0 $26K 0.00% NEW $304.32 -4.2%
1213 RDDT REDDIT INC CL A Communication Services 195.0 $26K 0.00% NEW $134.65 +5.2%
1214 KGS KODIAK GAS SVCS INC COM Energy 450.0 $26K 0.00% NEW $58.32 +26.4%
1215 IJUN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF- JUNE 890.0 $26K 0.00% NEW $29.42 +5.1%
1216 RSG REPUBLIC SVCS INC COM Industrials 119.0 $26K 0.00% NEW $219.02 -4.6%
1217 KYN KAYNE ANDERSON ENERGY INFRSTR COM Financial Services 1,823.0 $26K 0.00% NEW $14.28 -0.8%
1218 LRGE CLEARBRIDGE LARGE CAP GROWTH SELECT ETF 346.0 $26K 0.00% NEW $75.20 +14.8%
1219 SYY SYSCO CORP COM Consumer Defensive 364.0 $26K 0.00% NEW $71.33 +7.0%
1220 ACHR ARCHER AVIATION INC COM CL A Industrials 5,000.0 $26K 0.00% NEW $5.17 +23.0%
Page 61 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%