Fund Holdings — Camelot Portfolios, LLC

Total Portfolio Value
$133.11M
Total Bought
$9.85M
Total Sold
$36.85M
Net Transaction
-$26.99M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
INVESCO EXCH TRD SLF IDX FD
BULLETSHS 2032
061,492+61,49201,2660.95%+1,266
NVIDIA CORPORATION(NVDA)1326,532+6,400251,1390.86%+1,115
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
061,798+61,79801,0330.78%+1,033
AMAZON COM INC(AMZN)10,86116,160+5,2992,5073,3662.53%+859
DAVITA INC(DVA)5005,800+5,300578910.67%+835
APTIV PLC(APTV)09,700+9,70006740.51%+674
HIGHLAND OPPS & INCOME FD58,941317,062+258,1211,2471,8101.36%+564
MILLROSE PPTYS INC(MRP)4,08417,719+13,6351224960.37%+374
TEEKAY CORPORATION LTD
SHS
114,900114,90001,0381,4031.05%+365
SPDR SERIES TRUST
ST STR P400MID
06,157+6,15703650.27%+365
FIRST TR EXCHANGE-TRADED FD
SHS
07,691+7,69103620.27%+362
EXXON MOBIL CORP10,0989,144-9541,2151,5511.17%+336
MANPOWERGROUP INC WIS(MAN)3,12010,702+7,582933150.24%+223
PERDOCEO ED CORP(PRDO)23,97523,947-287038910.67%+188
SIRIUSXM HOLDINGS INC(SIRI)70,28268,633-1,6491,4051,5841.19%+179
KINDER MORGAN INC DEL(KMI)28,49928,500+17839560.72%+172
CVR ENERGY INC(CVI)15,88815,88804045350.40%+130
FLUOR CORP(FLR)18,07018,07007168430.63%+127
INVESCO SR INCOME TR(VVR)127,967160,162+32,1954185160.39%+97
HF SINCLAIR CORP(DINO)6,6796,488-1913084050.30%+97
ENERGY TRANSFER L P(ET)31,17131,17105146020.45%+88
NAVITAS SEMICONDUCTOR CORP(NVTS)2,10011,400+9,300151000.08%+85
GE VERNOVA INC(GEV)421406-152753540.27%+79
BLACKSTONE INC(BX)1,0002,000+1,0001542300.17%+76
ISHARES TR6,6746,930+2561,6431,7191.29%+76
TERAWULF INC(WULF)10,00012,100+2,1001151750.13%+60
CHEVRON CORPORATION(CVX)1,9531,720-2332983560.27%+58
BAKER HUGHES COMPANY(BKR)8,1486,943-1,2053714240.32%+53
VANGUARD WORLD FD
UTILITIES ETF
5,1635,073-909551,0050.76%+50
ISHARES TR11,62011,579-411,6391,6881.27%+49
ISHARES BITCOIN TRUST ETF(IBIT)13,36618,512+5,1466647110.53%+48
JANUS DETROIT STR TR
B-BBB CLO ETF
13,46414,696+1,2326426850.51%+43
PALANTIR TECHNOLOGIES INC(PLTR)6,7488,479+1,7311,1991,2400.93%+41
LOCKHEED MARTIN CORP(LMT)381364-171842200.17%+35
NEXPOINT DIVERSIFIED REL ET(NXDT)306,509258,863-47,6461,1741,2090.91%+35
WALMART INC(WMT)2,6262,62602933260.25%+34
BOSTON BEER INC(SAM)90090001762070.16%+32
ISHARES TR58,94161,067+2,1261,2471,2780.96%+32
ENTERPRISE PRODS PARTNERS L(EPD)5,4255,42501742050.15%+31
COSTCO WHOLESALE CORPORATION(COST)22322301932230.17%+30
CALAMOS ETF TR
S&P 500 STRU FEB
10,43111,593+1,1622672970.22%+30
ENBRIDGE INC(ENB)5,5875,459-1282672960.22%+28
DOMINION ENERGY INC(D)8,7408,728-125125400.41%+28
CARDINAL HEALTH INC(CAH)4,2004,20008638880.67%+24
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
10,40110,906+5055956180.46%+23
RUSH ENTERPRISES INC(RUSHA)6,1055,301-8043293500.26%+21
SOUTHERN CO(SO)2,2002,20001922120.16%+21
RTX CORPORATION(RTX)1,9471,94703573760.28%+18
BOOZ ALLEN HAMILTON HLDG COR11,92913,131+1,2021,0061,0250.77%+18
HONEYWELL INTL INC(HON)2,5012,238-2634885060.38%+18
TJX COS INC NEW(TJX)2,8002,80004304470.34%+17
UNDER ARMOUR INC(UA)16,60016,600080960.07%+16
NEOS ETF TRUST
NEOS S&P 500 HI
7,7648,581+8174084240.32%+16
AMRIZE LTD(AMRZ)15,58215,318-2648438580.64%+15
BIOGEN INC(BIIB)1,9001,90003343480.26%+14
BRISTOL-MYERS SQUIBB CO(BMY)4,9524,626-3262672810.21%+13
SILICON MOTION TECHNOLOGY CO(SIMO)2,3892,091-2982212350.18%+13
HUNTINGTON INGALLS INDS INC(HII)806755-512742870.22%+13
NUVEEN MUN HIGH INCOME OPPOR(NMZ)73,08472,853-2317457560.57%+11
BLACKROCK MUNIYIELD QUALITY19,73121,110+1,3792142220.17%+7
LABCORP HOLDINGS INC(LH)1,3261,272-543333390.25%+7
INTERNATIONAL FLAVORS&FRAGRA(IFF)2,8802,762-1181942000.15%+6
LAMB WESTON HLDGS INC(LW)15,00015,00006286340.48%+6
TAPESTRY INC(TPR)4,6004,200-4005885930.45%+5
INVESCO MUNI INCOME OPP TRST(OIA)20,00020,00001201230.09%+3
SPDR SERIES TRUST
ST STR BL 12 ETF
2,1692,16902152160.16%0
EPR PPTYS(EPR)5,5015,50102742750.21%0
ISHARES TR00000—-0
SPDR SERIES TRUST
ST STR SP BIOT
00000—-0
VIRTUS ETF TR II
SEIX SR LN ETF
00000—-0
ADVANCE AUTO PARTS INC(AAP)00000—-0
ORION PROPERTIES INC(ONL)70-700—-0
APPLIED MATLS INC00000—-0
FREEPORT-MCMORAN INC(FCX)00000—-0
COLUMBUS MCKINNON CORP N Y(CMCO)10-100—-0
SPDR SERIES TRUST
SP O&G EXPL PRO
00000—-0
STANLEY BLACK & DECKER INC(SWK)00000—-0
ASML HOLDING N V
N Y REGISTRY SHS
00000—-0
MOSAIC CO NEW(MOS)10-100—-0
LAM RESEARCH CORP(LRCX)00000—-0
BARRICK MNG CORP(B)10-100—-0
BUNGE GLOBAL SA(BG)00000—-0
NIO INC(NIO)80-800—-0
STEEL DYNAMICS INC(STLD)00000—-0
ISHARES TR00000—-0
NEXTERA ENERGY INC(NEE)10-100—-0
EMBECTA CORP(EMBC)50-500—-0
BENCHMARK ELECTRS INC(BHE)10-100—-0
CALAMOS ETF TR
S P 500 STRUCTUR
30-300—-0
CONSOLIDATED EDISON INC(ED)10-100—-0
UNITED STS NAT GAS FD LP(UNG)100-1000—-0
PRIMORIS SVCS CORP(PRIM)10-100—-0
OCCIDENTAL PETE CORP(OXY)50-500—-0
SCHWAB STRATEGIC TR120-1200—-0
DBX ETF TR120-1200—-0
SCHWAB STRATEGIC TR90-900—-0
VIATRIS INC(VTRS)240-2400—-0
SCHWAB STRATEGIC TR70-700—-0
ARK ETF TR
GENOMIC REV ETF
110-1100—-0
SCHWAB STRATEGIC TR70-700—-0
Page 1 of 6
Camelot Portfolios, LLC — 13F Holdings — Q1 2026 | TickerTrail