Fund HoldingsCamelot Portfolios, LLC

Total Portfolio Value
$104.62M
Total Bought
$7.89M
Total Sold
$63.48M
Net Transaction
-$55.59M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
VMWARE INC10,69921,036+10,3371,5373,5023.35%+1,965
LIBERTY MEDIA CORP DEL047,391+47,39101,2061.15%+1,206
MERCURY SYS INC(MRCY)035,472+35,47201,3161.26%+1,316
ENTERGY CORP NEW(ETR)011,482+11,48201,0621.02%+1,062
3M CO(MMM)09,116+9,11608530.82%+853
LIBERTY MEDIA CORP DEL011,475+11,47503660.35%+366
HF SINCLAIR CORP(DINO)06,338+6,33803610.34%+361
KELLANOVA05,318+5,31803170.30%+317
KELLANOVA05,318+5,31803170.30%+317
SPDR S&P 500 ETF TR(SPY)(Put)022,200+22,2000336+336
NUVEEN FLOATING RATE INCOME(JFR)015,531+15,53101280.12%+128
COMPASS MINERALS INTL INC(CMP)37,63649,396+11,7601,2801,3811.32%+101
FLUOR CORP NEW(FLR)40,79935,349-5,4501,2081,2971.24%+90
HOLLYSYS AUTOMATION TCHNGY L39,20038,500-7006907640.73%+74
ENERGY TRANSFER L P(ET)34,97535,015+404444910.47%+47
ALPHABET INC(GOOG)02,000+2,00002640.25%+264
AUTOZONE INC(AZO)40040009971,0160.97%+19
EMERSON ELEC CO(EMR)03,000+3,00002900.28%+290
TJX COS INC NEW(TJX)02,800+2,80002490.24%+249
CONAGRA BRANDS INC(CAG)16,61020,764+4,1545605690.54%+9
ARES DYNAMIC CR ALLOCATION F010,400+10,40001340.13%+134
ACCENTURE PLC IRELAND
SHS CLASS A
2,0002,00006176140.59%-3
SRH TOTAL RETURN FUND INC(STEW)010,851+10,85101410.13%+141
NUVEEN MUN VALUE FD INC(NUV)010,000+10,0000830.08%+83
TAYSHA GENE THERAPIES INC(TSHA)000000
SPDR S&P 500 ETF TR(SPY)000000
INVESCO MUNI INCOME OPP TRST020,000+20,00001160.11%+116
MONDELEZ INTL INC(MDLZ)02,999+2,99902080.20%+208
FIRST TR LRGE CP CORE ALPHA
COM SHS
03,517+3,51702850.27%+285
BLACKROCK MUNIYIELD FD INC010,000+10,0000920.09%+92
KILROY RLTY CORP(KRC)013,613+13,61304300.41%+430
NEW AMER HIGH INCOME FD INC014,349+14,3490930.09%+93
PGIM HIGH YIELD BOND FUND IN025,296+25,29602980.28%+298
PIONEER MUNICIPAL HIGH INCOM015,000+15,00001010.10%+101
AGENUS INC000000
PEPSICO INC(PEP)01,518+1,51802570.25%+257
GOLDMAN SACHS ETF TR011,045+11,04503320.32%+332
LOWES COS INC(LOW)01,948+1,94804050.39%+405
NUVEEN MUN HIGH INCOME OPPOR(NMZ)033,728+33,72803130.30%+313
GAP INC(GAP)016,711+16,71101780.17%+178
ENBRIDGE INC(ENB)06,633+6,63302200.21%+220
GLOBAL PMTS INC(GPN)02,230+2,23002570.25%+257
BUCKLE INC(BKE)06,604+6,60402210.21%+221
INVESCO EXCH TRD SLF IDX FD011,523+11,52302590.25%+259
WARNER BROS DISCOVERY INC(WBD)029,295+29,29503180.30%+318
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
07,119+7,11902290.22%+229
FIRST TR EXCHNG TRADED FD VI
FT VEST US
19,50018,000-1,5006375830.56%-54
GREAT AJAX CORP034,340+34,34002210.21%+221
EXXON MOBIL CORP6,2735,202-1,0716736120.58%-61
CARDINAL HEALTH INC(CAH)5,7005,500-2005394780.46%-62
BAUSCH HEALTH COS INC020,000+20,00001640.16%+164
BLACKROCK CAP ALLOCATION TER(BCAT)023,500+23,50003410.33%+341
GREENTREE HOSPITALITY GROUP000000
DWS MUN INCOME TR017,504+17,50401350.13%+135
AGNC INVT CORP(AGNC)013,698+13,69801290.12%+129
FORD MTR CO DEL(F)025,727+25,72703200.31%+320
BLACKROCK MUNIYIELD QUALITY012,060+12,06001150.11%+115
MAIDEN HOLDINGS LTD(MHLA)074,852+74,85201320.13%+132
LUMEN TECHNOLOGIES INC(LUMN)000000
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
010,022+10,02203530.34%+353
PITNEY BOWES INC(PBI)015,000+15,0000450.04%+45
VIRTUS DIVIDEND INTEREST & P(NFJ)010,852+10,85201230.12%+123
WISDOMTREE TR(WT)9,6688,507-1,1615754890.47%-86
FIRST TR HIGH YIELD OPPRT 2046,48941,430-5,0596385520.53%-86
BNY MELLON STRATEGIC MUN BD030,037+30,03701490.14%+149
DWS STRATEGIC MUN INCOME TR000000
MARATHON PETE CORP(MPC)6,0814,030-2,0517096100.58%-99
NUVEEN AMT FREE QLTY MUN INC016,828+16,82801630.16%+163
SPDR INDEX SHS FDS
ST MARKE CAP ETF
17,54915,311-2,2389228190.78%-103
TEEKAY CORPORATION143,000123,000-20,0008647590.73%-105
ARES CAPITAL CORP(ARCC)012,290+12,29002390.23%+239
BOSTON BEER INC(SAM)0580+58002260.22%+226
BARINGS BDC INC(BBDC)000000
PIEDMONT OFFICE REALTY TR IN(PDM)050,500+50,50002840.27%+284
BLACKROCK CORPOR HI YLD FD I(HYT)000000
EATON VANCE MUNI INCOME TRUS022,212+22,21201980.19%+198
SABRA HEALTH CARE REIT INC(SBRA)000000
LITHIA MTRS INC(LAD)2,9972,671-3269127890.75%-123
SIMON PPTY GROUP INC NEW(SPG)02,022+2,02202180.21%+218
PERDOCEO ED CORP(PRDO)47,46626,801-20,6655824580.44%-124
PINTEREST INC(PINS)21,60016,942-4,6585914580.44%-133
WISDOMTREE TR(WT)28,36925,370-2,9991,0869510.91%-135
NUVEEN MUNICIPAL CREDIT INC(NZF)000000
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
26,27122,827-3,4441,0899250.88%-163
VANGUARD INDEX FDS3,1602,212-9485233530.34%-170
WESTERN ASSET EMERGING MKTS
COM
81,00063,394-17,6066985260.50%-172
PARAMOUNT GLOBAL000000
SOHU COM LTD48,98538,323-10,6625403610.35%-179
INVESCO EXCH TRD SLF IDX FD27,82719,550-8,2776264400.42%-186
MACERICH CO(MAC)82,44368,031-14,4129297420.71%-187
BLACKROCK CORE BD TR025,763+25,76302560.24%+256
OFFICE PPTYS INCOME TR000000
GLOBAL X FDS
RUSSELL 2000
000000
COSTCO WHSL CORP NEW(COST)0418+41802360.23%+236
AMERICAN INTL GROUP INC16,15912,137-4,0229307360.70%-194
CITIGROUP INC(C)16,80114,014-2,7877745760.55%-197
MICROSOFT CORP(MSFT)1,488979-5095073090.30%-197
FIRST TR DOW JONES SELECT MI
COM SHS ANNUAL
24,33121,358-2,9731,3681,1701.12%-198
SOUTHWEST GAS HLDGS INC(SWX)8,3175,445-2,8725293290.31%-200
RAYTHEON TECHNOLOGIES CORP(RTX)000000
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