Camelot Portfolios, LLC Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$163.2M

Holdings

600

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (600 positions)

StockValue
KMBKIMBERLY-CLARK CORP
$529K
MACMACERICH CO
$526K
ETENERGY TRANSFER L P
$514K
DDOMINION ENERGY INC
$512K
FTVFORTIVE CORP
$503K
DLSWISDOMTREE TR
$493K
HONHONEYWELL INTL INC
$487K
KRCKILROY RLTY CORP
$482K
GSIEGOLDMAN SACHS ETF TR
$471K
LOWLOWES COS INC
$469K
IEXIDEX CORP
$460K
BCOBRINKS CO
$459K
TJXTJX COS INC NEW
$430K
ETWEATON VANCE TAX-MANAGED GLOB
$418K
VVRINVESCO SR INCOME TR
$418K
TXTTEXTRON INC
$415K
SPYINEOS ETF TRUST
$407K
GMGENERAL MTRS CO
$406K
CBCVR ENERGY INC
$404K
EMREMERSON ELEC CO
$398K
JLLJONES LANG LASALLE INC
$377K
VEEVVEEVA SYS INC
$376K
CPBTHE CAMPBELLS COMPANY
$376K
ORIOLD REP INTL CORP
$376K
BKRBAKER HUGHES COMPANY
$371K
ABMABM INDS INC
$368K
TRVCCITIGROUP INC
$358K
RGAREINSURANCE GRP OF AMERICA I
$358K
RTXRTX CORPORATION
$357K
RSRELIANCE INC
$336K
BIIBBIOGEN INC
$334K
LHLABCORP HOLDINGS INC
$332K
RUSHARUSH ENTERPRISES INC
$329K
CDWCDW CORP
$316K
SYKSTRYKER CORPORATION
$309K
DINOHF SINCLAIR CORP
$307K
CVXCHEVRON CORP NEW
$297K
YELPYELP INC
$294K
WMTWALMART INC
$292K
CMGCHIPOTLE MEXICAN GRILL INC
$285K
KTFDWS MUN INCOME TR NEW
$280K
FITBFIFTH THIRD BANCORP
$276K
BCATBLACKROCK CAP ALLOCATION TER
$276K
CVSCVS HEALTH CORP
$275K
GEVGE VERNOVA INC
$275K
EPREPR PPTYS
$274K
HIIHUNTINGTON INGALLS INDS INC
$274K
ENBENBRIDGE INC
$267K
BMYBRISTOL-MYERS SQUIBB CO
$267K
CPSFCALAMOS ETF TR
$266K
VIDIETF SER SOLUTIONS
$254K
EDOWFIRST TR EXCHANGE-TRADED FD
$254K
GILGILDAN ACTIVEWEAR INC
$250K
OPENOPENDOOR TECHNOLOGIES INC
$244K
OMCOMNICOM GROUP INC
$243K
VBRVANGUARD INDEX FDS
$242K
DSMBNY MELLON STRATEGIC MUN BD
$235K
QQQMINVESCO EXCH TRADED FD TR II
$234K
NSCNORFOLK SOUTHN CORP
$230K
GEHCGE HEALTHCARE TECHNOLOGIES I
$226K
GAPGAP INC
$221K
SIMOSILICON MOTION TECHNOLOGY CO
$221K
BILSSPDR SERIES TRUST
$215K
BKEBUCKLE INC
$214K
MYIBLACKROCK MUNIYIELD QUALITY
$214K
VENVENTAS INC
$214K
SGRYSURGERY PARTNERS INC
$209K
GBILGOLDMAN SACHS ETF TR
$208K
FMARFIRST TR EXCHNG TRADED FD VI
$204K
STEWSRH TOTAL RETURN FUND INC
$201K
EXPEEXPEDIA GROUP INC
$198K
GPNGLOBAL PMTS INC
$197K
IFFINTERNATIONAL FLAVORS&FRAGRA
$194K
NZFNUVEEN MUNICIPAL CREDIT INC
$193K
COSTCOSTCO WHSL CORP NEW
$192K
SOSOUTHERN CO
$191K
XFEBFIRST TR EXCHNG TRADED FD VI
$188K
SYYSYSCO CORP
$187K
XRNPXCOHEN & STEERS REIT & PFD &
$185K
ARCCARES CAPITAL CORP
$184K
LMTLOCKHEED MARTIN CORP
$184K
NVDANVIDIA CORPORATION
$180K
MSMMSC INDL DIRECT INC
$179K
OI*O-I GLASS INC
$178K
ADSKAUTODESK INC
$177K
CWHCAMPING WORLD HLDGS INC
$175K
SAMBOSTON BEER INC
$175K
XEVVXEATON VANCE LIMITED DURATION
$173K
EPDENTERPRISE PRODS PARTNERS L
$173K
NFJVIRTUS DIVIDEND INTEREST & P
$173K
PEPPEPSICO INC
$172K
NXPINXP SEMICONDUCTORS N V
$171K
MGAMAGNA INTL INC
$171K
WELLWELLTOWER INC
$167K
NADNUVEEN QUALITY MUNCP INCOME
$166K
AMGNAMGEN INC
$163K
OREALTY INCOME CORP
$161K
ASTSAST SPACEMOBILE INC
$159K
QCOMQUALCOMM INC
$158K
BXBLACKSTONE INC
$154K
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