Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Camelot Portfolios, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Camelot Portfolios, LLC (CIK 1569766) reported $135.3M across 185 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MINT ($4.7M, 3.48%), GOOGL ($3.4M, 2.54%), AMZN ($3.4M, 2.49%), TSLA ($3.0M, 2.25%), JAAA ($2.4M, 1.77%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1MINTPIMCO ETF TR$4.7M3.48%46,867Trimmed
2GOOGLALPHABET INC$3.4M2.54%11,925Trimmed
3AMZNAMAZON COM INC$3.4M2.49%16,160Added
4TSLATESLA INC$3.0M2.25%10,360Trimmed
5JAAAJANUS DETROIT STR TR$2.4M1.77%47,644Trimmed
6BSJQINVESCO EXCH TRD SLF IDX FD$2.1M1.56%90,955Trimmed
7BRK/BBERKSHIRE HATHAWAY INC DEL$2.1M1.55%4,367Trimmed
8HFROHIGHLAND OPPS & INCOME FD$1.8M1.34%317,062Trimmed
9IWMISHARES TR$1.7M1.27%6,930Added
10COFCAPITAL ONE FINL CORP$1.7M1.25%9,262Trimmed
11IWSISHARES TR$1.7M1.25%11,579Trimmed
12VEUVANGUARD INTL EQUITY INDEX F$1.6M1.22%21,895Trimmed
13ESEVERSOURCE ENERGY$1.6M1.19%23,137Trimmed
14SIRISIRIUSXM HOLDINGS INC$1.6M1.17%68,633Trimmed
15XOMEXXON MOBIL CORP$1.6M1.15%9,144Trimmed
16KVUEKENVUE INC$1.5M1.13%88,552Trimmed
17DFEBFIRST TR EXCHNG TRADED FD VI$1.5M1.09%31,043Trimmed
18VTVVANGUARD INDEX FDS$1.4M1.05%7,215Trimmed
19TKTEEKAY CORPORATION LTD$1.4M1.04%114,900Hold
20AZOAUTOZONE INC$1.4M1.00%400Hold
21VBVANGUARD INDEX FDS$1.3M0.97%4,995Trimmed
22PSEPINNOVATOR ETFS TRUST$1.3M0.95%29,993Trimmed
23BSCWINVESCO EXCH TRD SLF IDX FD$1.3M0.94%61,492New
24NVDANVIDIA CORPORATION$1.3M0.94%8,032Added
25IBDWISHARES TR$1.3M0.94%61,067Added

Source: SEC Form 13F filings · as of 2026-03-31