Camelot Portfolios, LLC Q3 2025 Filing

Filed November 17, 2025

Portfolio Value

$169.4B

Holdings

202

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (202 positions)

#StockSharesValue% PortfolioType
101
CPBTHE CAMPBELLS COMPANY
17,400$549.5M0.32%
102
TPRTAPESTRY INC
4,841$548.1M0.32%
103
DDOMINION ENERGY INC
8,774$536.7M0.32%
104
ETENERGY TRANSFER L P
31,209$535.5M0.32%
105
FTVFORTIVE CORP
10,783$528.2M0.31%
106
BCOBRINKS CO
4,480$523.5M0.31%
107
JLLJONES LANG LASALLE INC
1,688$503.6M0.30%
108
KMBKIMBERLY-CLARK CORP
3,980$494.8M0.29%
109
LOWLOWES COS INC
1,948$489.6M0.29%
110
GOOGALPHABET INC
2,000$487.1M0.29%
111
WBDWARNER BROS DISCOVERY INC
24,515$478.8M0.28%
112
UHAL/BU HAUL HOLDING COMPANY
9,109$463.7M0.27%
113
TXTTEXTRON INC
5,469$462.1M0.27%
114
BKRBAKER HUGHES COMPANY
9,134$445.0M0.26%
115
IEXIDEX CORP
2,730$444.4M0.26%
116
ETWEATON VANCE TAX-MANAGED GLOB
45,400$410.9M0.24%
117
CVSCVS HEALTH CORP
5,396$406.8M0.24%
118
LHLABCORP HOLDINGS INC
1,413$405.6M0.24%
119
TJXTJX COS INC NEW
2,800$404.7M0.24%
120
ABMABM INDS INC
8,773$404.6M0.24%
121
ORIOLD REP INTL CORP
9,452$401.4M0.24%
122
EMREMERSON ELEC CO
3,000$393.5M0.23%
123
QUBTQUANTUM COMPUTING INC
21,200$390.3M0.23%
124
DINOHF SINCLAIR CORP
7,343$384.3M0.23%
125
CDWCDW CORP
2,376$378.5M0.22%
126
VSATVIASAT INC
14,021$368.2M0.22%Call
127
RGAREINSURANCE GRP OF AMERICA I
1,901$365.2M0.22%
128
SPYINEOS ETF TRUST
6,803$355.8M0.21%
129
RSRELIANCE INC
1,239$348.0M0.21%
130
RUSHARUSH ENTERPRISES INC
6,489$347.0M0.20%
131
VIDIETF SER SOLUTIONS
10,600$340.2M0.20%
132
CVXCHEVRON CORP NEW
2,181$338.8M0.20%
133
YELPYELP INC
10,740$335.1M0.20%
134
KTFDWS MUN INCOME TR NEW
36,503$334.7M0.20%
135
VBRVANGUARD INDEX FDS
1,589$331.7M0.20%
136
IONQIONQ INC
5,365$329.9M0.19%
137
RTXRTX CORPORATION
1,947$325.7M0.19%
138
SYKSTRYKER CORPORATION
881$325.7M0.19%
139
EPREPR PPTYS
5,500$319.1M0.19%
140
TRVCCITIGROUP INC
3,114$316.1M0.19%
141
FMARFIRST TR EXCHNG TRADED FD VI
6,714$311.5M0.18%
142
GMGENERAL MTRS CO
5,000$304.9M0.18%
143
SGRYSURGERY PARTNERS INC
13,996$302.9M0.18%
144
CWHCAMPING WORLD HLDGS INC
19,100$301.6M0.18%
145
HONHONEYWELL INTL INC
1,412$297.2M0.18%
146
HN9HANESBRANDS INC
45,058$296.9M0.18%
147
BIIBBIOGEN INC
2,100$294.2M0.17%
148
BCATBLACKROCK CAP ALLOCATION TER
19,500$288.4M0.17%
149
ENBENBRIDGE INC
5,590$282.1M0.17%
150
GEVGE VERNOVA INC
456$280.4M0.17%
151
BKEBUCKLE INC
4,739$278.0M0.16%
152
OMCOMNICOM GROUP INC
3,383$275.8M0.16%
153
HIIHUNTINGTON INGALLS INDS INC
941$270.9M0.16%
154
WMTWALMART INC
2,626$270.6M0.16%
155
SIMOSILICON MOTION TECHNOLOGY CO
2,802$265.7M0.16%
156
FITBFIFTH THIRD BANCORP
5,909$263.2M0.16%
157
CPSFCALAMOS ETF TR
10,431$262.4M0.15%
158
BMYBRISTOL-MYERS SQUIBB CO
5,423$244.6M0.14%
159
NSCNORFOLK SOUTHN CORP
800$240.3M0.14%
160
GPNGLOBAL PMTS INC
2,791$231.8M0.14%
161
XRNPXCOHEN & STEERS REIT & PFD &
10,170$228.6M0.13%
162
CMPCOMPASS MINERALS INTL INC
11,802$226.6M0.13%
163
DSMBNY MELLON STRATEGIC MUN BD
38,135$225.8M0.13%
164
VENVENTAS INC
3,175$222.2M0.13%
165
GEHCGE HEALTHCARE TECHNOLOGIES I
2,951$221.7M0.13%
166
EAELECTRONIC ARTS INC
1,098$221.5M0.13%
167
EPRFINNOVATOR ETFS TRUST
12,076$220.8M0.13%
168
KLACKLA CORP
203$218.8M0.13%
169
NZFNUVEEN MUNICIPAL CREDIT INC
17,197$216.0M0.13%
170
BILSSPDR SERIES TRUST
2,169$215.9M0.13%
171
GBILGOLDMAN SACHS ETF TR
2,133$213.8M0.13%
172
PEPPEPSICO INC
1,521$213.6M0.13%
173
ADSKAUTODESK INC
670$212.7M0.13%
174
QQQMINVESCO EXCH TRADED FD TR II
857$211.8M0.13%
175
SYYSYSCO CORP
2,549$209.9M0.12%
176
SOSOUTHERN CO
2,200$208.5M0.12%
177
GAPGAP INC
9,715$207.8M0.12%
178
EDOWFIRST TR EXCHANGE-TRADED FD
5,194$207.4M0.12%
179
ARCCARES CAPITAL CORP
10,146$207.1M0.12%
180
COSTCOSTCO WHSL CORP NEW
223$206.8M0.12%
181
SAMBOSTON BEER INC
960$203.0M0.12%
182
LMTLOCKHEED MARTIN CORP
405$202.4M0.12%
183
NXPINXP SEMICONDUCTORS N V
886$201.8M0.12%
184
STEWSRH TOTAL RETURN FUND INC
10,851$197.1M0.12%
185
NADNUVEEN QUALITY MUNCP INCOME
16,549$193.5M0.11%
186
MYIBLACKROCK MUNIYIELD QUALITY
17,001$188.4M0.11%
187
XEVVXEATON VANCE LIMITED DURATION
18,049$183.2M0.11%
188
OI*O-I GLASS INC
13,228$171.6M0.10%
189
NFJVIRTUS DIVIDEND INTEREST & P
13,040$169.7M0.10%
190
SOHUSOHU COM LTD
10,250$160.2M0.09%
191
ACHRARCHER AVIATION INC
15,000$143.7M0.08%
192
ACPABRDN INCOME CREDIT STRATEGI
23,424$135.9M0.08%
193
JFRNUVEEN FLOATING RATE INCOME
16,550$135.4M0.08%
194
EVNEATON VANCE MUNI INCOME TRUS
10,992$121.7M0.07%
195
XNEAXNUVEEN AMT FREE QLTY MUN INC
10,654$121.3M0.07%
196
XEMDXWESTERN ASSET EMERGING MKTS
11,697$120.7M0.07%
197
OIAINVESCO MUNI INCOME OPP TRST
20,000$120.6M0.07%
198
EIMEATON VANCE MUN BD FD
10,847$107.8M0.06%
199
MYDBLACKROCK MUNIYIELD FD INC
10,000$105.6M0.06%
200
AJXRITHM PPTY TR INC
41,256$104.0M0.06%
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