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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 78 of 148  ·  2,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 MILLROSE PPTYS INC COM CL A 300.0 $8K 0.00% NEW $28.00
1542 GAMESTOP CORP CL A 363.0 $8K 0.00% NEW $23.04
1543 GPK GRAPHIC PACKAGING HLDG CO COM Consumer Cyclical 840.0 $8K 0.00% NEW $9.94 +8.9%
1544 ENS ENERSYS COM Industrials 48.0 $8K 0.00% NEW $173.73 +35.7%
1545 LCID LUCID GROUP INC COM NEW Consumer Cyclical 858.0 $8K 0.00% NEW $9.53 -34.3%
1546 SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 174.0 $8K 0.00% NEW $46.91 +12.2%
1547 FBOT FIDELITY DISRUPTIVE AUTOMATION ETF 246.0 $8K 0.00% NEW $33.11 +19.7%
1548 CE CELANESE CORP DEL COM Basic Materials 123.0 $8K 0.00% NEW $65.77 -19.5%
1549 RMBS RAMBUS INC DEL COM Technology 94.0 $8K 0.00% NEW $86.03 +72.8%
1550 LEIDOS HOLDINGS INC COM 52.0 $8K 0.00% NEW $155.52
1551 VTEB VANGUARD TAX-EXEMPT BOND ETF 162.0 $8K 0.00% NEW $49.89 +0.6%
1552 BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR Consumer Defensive 116.0 $8K 0.00% NEW $69.63 +20.6%
1553 MPTI M-TRON INDS INC COM Technology 120.0 $8K 0.00% NEW $66.85 +28.6%
1554 FEM FIRST TRUST EMERGING MARKETS ALPHADEX FUND 267.0 $8K 0.00% NEW $30.00 +10.5%
1555 TECHNIPFMC PLC COM 115.0 $8K 0.00% NEW $69.13
1556 TEAM ATLASSIAN CORPORATION CL A Technology 116.0 $8K NEW $68.25 +30.5%
1557 RF REGIONS FINANCIAL CORP NEW COM Financial Services 300.0 $8K NEW $26.12 +7.6%
1558 MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS Financial Services 459.0 $8K NEW $16.97 +11.8%
1559 EQNR EQUINOR ASA SPONSORED ADR Energy 184.0 $8K NEW $42.20 -13.5%
1560 RAMACO RES INC COM CL A 500.0 $8K NEW $15.46
Page 78 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%