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Camelot Portfolios, LLC

Q1 2025 · 13F-HR

Camelot Portfolios, LLCholdings as filed

Filed 2025-05-13 · accession 0001104659-25-047688

$161.8M
Reported value
207
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
72201R833MINTPIMCO ETF TR$5.3M3.28%52,819CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$3.9M2.43%77,608CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.4M2.09%6,345CommonSOLE
023135106AMZNAMAZON COM INC$3.3M2.06%17,493CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$2.8M1.75%46,601CommonSOLE
02079K305GOOGLALPHABET INC$2.7M1.66%17,359CommonSOLE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD$2.6M1.61%112,378CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$2.5M1.56%111,917CommonSOLE
33740F771DFEBFIRST TR EXCHNG TRADED FD VI$2.5M1.53%58,913CommonSOLE
43010E404HFROHIGHLAND OPPS & INCOME FD$2.4M1.47%457,698CommonSOLE
037833100AAPLAPPLE INC$2.3M1.44%10,470CommonSOLE
922908744VTVVANGUARD INDEX FDS$2.2M1.38%12,885CommonSOLE
45782C656PSEPINNOVATOR ETFS TRUST$2.2M1.34%56,530CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$2.0M1.25%28,205CommonSOLE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$2.0M1.22%97,319CommonSOLE
46435UAA9IBDSISHARES TR$2.0M1.22%81,811CommonSOLE
922908751VBVANGUARD INDEX FDS$2.0M1.22%8,882CommonSOLE
88160R101TSLATESLA INC$1.9M1.17%7,320CommonSOLE
922908629VOVANGUARD INDEX FDS$1.8M1.12%7,009CommonSOLE
46436E205IBDUISHARES TR$1.8M1.10%76,670CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$1.7M1.04%9,876CommonSOLE
46436E486IBDWISHARES TR$1.6M1.00%77,936CommonSOLE
053332102AZOAUTOZONE INC$1.5M0.94%400CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.5M0.94%1,612CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$1.5M0.94%29,208CommonSOLE
92942W107KLGWK KELLOGG CO$1.5M0.93%75,251CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.5M0.93%4,041CommonSOLE
297178105ESSESSEX PPTY TR INC$1.5M0.92%4,848CommonSOLE
33740F854DAUGFIRST TR EXCHNG TRADED FD VI$1.4M0.89%37,283CommonSOLE
071813109BAXBAXTER INTL INC$1.4M0.88%41,762CommonSOLE
65340G205NXDTNEXPOINT DIVERSIFIED REL ET$1.4M0.88%372,845CommonSOLE
N82405106STLASTELLANTIS N.V$1.4M0.88%127,217CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.4M0.85%21,183CommonSOLE
92826C839VVISA INC$1.4M0.84%3,888CommonSOLE
256677105DGDOLLAR GEN CORP NEW$1.3M0.83%15,230CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$1.3M0.81%11,590CommonSOLE
30303M102METAMETA PLATFORMS INC$1.3M0.79%2,213CommonSOLE
594918104MSFTMICROSOFT CORP$1.3M0.78%3,350CommonSOLE
486606106KYNKAYNE ANDERSON ENERGY INFRST$1.3M0.77%97,661CommonSOLE
33718M105FDMFIRST TR DOW JONES SELECT MI$1.2M0.77%20,093CommonSOLE
30040W108ESEVERSOURCE ENERGY$1.2M0.75%19,617CommonSOLE
47103U753JBBBJANUS DETROIT STR TR$1.2M0.74%24,525CommonSOLE
67074Y105JRINUVEEN REAL ASSET INCOME & G$1.2M0.73%91,617CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$1.2M0.71%9,968CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.2M0.71%4,696CommonSOLE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$1.1M0.68%20,748CommonSOLE
33734H106FVDFIRST TR VALUE LINE DIVID IN$1.1M0.68%24,517CommonSOLE
06760L100BGHBARINGS GLOBAL SHORT DURATIO$1.1M0.67%71,610CommonSOLE
27828H105XEVVXEATON VANCE LIMITED DURATION$1.1M0.67%108,291CommonSOLE
731068102PIIPOLARIS INC$1.1M0.67%26,383CommonSOLE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$1.1M0.65%21,246CommonSOLE
97717W315DEMWISDOMTREE TR$1.0M0.64%24,610CommonSOLE
38741L107GPMTGRANITE PT MTG TR INC$1.0M0.64%395,990CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$1.0M0.62%13,579CommonSOLE
49427F108KRCKILROY RLTY CORP$992,6790.61%30,302CommonSOLE
78464A847SPMDSPDR SER TR$984,4690.61%19,235CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$968,2690.60%11,472CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$936,2130.58%12,238CommonSOLE
00130H105AESAES CORP$888,0610.55%71,502CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$870,3740.54%19,066CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$870,0370.54%30,496CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$867,2430.54%15,178CommonSOLE
369604301GEGE AEROSPACE$847,2350.52%4,233CommonSOLE
78463X756EWXSPDR INDEX SHS FDS$845,5100.52%14,930CommonSOLE
95768B107HYIWESTERN ASSET HIGH YIELD DEF$843,4910.52%71,241CommonSOLE
03761U502MFICMIDCAP FINANCIAL INVSTMNT CO$830,5590.51%64,585CommonSOLE
343412102FLRFLUOR CORP NEW$829,9490.51%23,170CommonSOLE
444859102HUMHUMANA INC$826,2140.51%3,123CommonSOLE
G8726T105TKTEEKAY CORPORATION LTD$821,2500.51%125,000CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$818,2640.51%10,543CommonSOLE
902494103TSNTYSON FOODS INC$817,5930.51%12,813CommonSOLE
12662P108CVICVR ENERGY INC$811,0320.50%41,806CommonSOLE
536797103LADLITHIA MTRS INC$810,2680.50%2,760CommonSOLE
88579Y101MMM3M CO$807,9920.50%5,502CommonSOLE
670682103NMZNUVEEN MUN HIGH INCOME OPPOR$807,0060.50%73,969CommonSOLE
71363P106PRDOPERDOCEO ED CORP$801,8430.50%31,844CommonSOLE
554382101MACMACERICH CO$775,0350.48%45,139CommonSOLE
12811T837CPRJCALAMOS ETF TR$744,9840.46%30,017CommonSOLE
30231G102XOMEXXON MOBIL CORP$741,5230.46%6,235CommonSOLE
26701L100BROSDUTCH BROS INC$740,8800.46%12,000CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$734,5280.45%18,400CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$727,8120.45%51,218CommonSOLE
532457108LLYELI LILLY & CO$726,3880.45%880CommonSOLE
003057106ACPABRDN INCOME CREDIT STRATEGI$707,6340.44%120,142CommonSOLE
72352L106PINSPINTEREST INC$697,1660.43%22,489CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$692,5020.43%7,965CommonSOLE
456837103INGING GROEP N.V.$687,9860.43%35,119CommonSOLE
09062X103BIIBBIOGEN INC$677,3580.42%4,950CommonSOLE
67066G104NVDANVIDIA CORPORATION$666,2120.41%6,147CommonSOLE
654106103NKENIKE INC$665,5620.41%10,485CommonSOLE
12811T886CPSTCALAMOS ETF TR$662,7940.41%26,321CommonSOLE
513272104LWLAMB WESTON HLDGS INC$650,2600.40%12,200CommonSOLE
918204108VFCV F CORP$639,6540.40%41,215CommonSOLE
12811T704CPSACALAMOS ETF TR$635,0070.39%25,496CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$627,5120.39%2,011CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$612,0180.38%20,200PUTSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$601,5270.37%2,948CommonSOLE
33741Q107FTHYFIRST TR HIGH YIELD OPPRT 20$583,6360.36%40,390CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$578,6340.36%4,200CommonSOLE
97717W760DLSWISDOMTREE TR$554,0090.34%8,394CommonSOLE
29273V100ETENERGY TRANSFER L P$552,9880.34%29,747CommonSOLE
95766A101XEMDXWESTERN ASSET EMERGING MKTS$552,5420.34%55,869CommonSOLE
25746U109DDOMINION ENERGY INC$550,4830.34%9,818CommonSOLE
345370860FFORD MTR CO$542,8480.34%54,122CommonSOLE
504922105LHLABCORP HOLDINGS INC$541,5140.33%2,327CommonSOLE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$535,3940.33%24,259CommonSOLE
33740F631DJANFIRST TR EXCHNG TRADED FD VI$527,7830.33%13,900CommonSOLE
126650100CVSCVS HEALTH CORP$514,7880.32%7,598CommonSOLE
438516106HONHONEYWELL INTL INC$508,3460.31%2,401CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$503,8330.31%2,032CommonSOLE
410345102HN9HANESBRANDS INC$470,1360.29%81,479CommonSOLE
45167R104IEXIDEX CORP$464,3730.29%2,566CommonSOLE
548661107LOWLOWES COS INC$458,9970.28%1,968CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$450,3600.28%860CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$448,0960.28%2,059CommonSOLE
381430529GBILGOLDMAN SACHS ETF TR$438,3520.27%4,376CommonSOLE
381430107GSIEGOLDMAN SACHS ETF TR$431,9110.27%12,115CommonSOLE
166764100CVXCHEVRON CORP NEW$431,2280.27%2,578CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$430,2400.27%3,477CommonSOLE
29364G103ETRENTERGY CORP NEW$418,7300.26%4,898CommonSOLE
922475108VEEVVEEVA SYS INC$415,4090.26%1,793CommonSOLE
00724F101ADBEADOBE INC$411,4960.25%1,073CommonSOLE
92790A405SEIXVIRTUS ETF TR II$410,0880.25%17,369CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$404,9890.25%2,848CommonSOLE
883203101TXTTEXTRON INC$376,0960.23%5,205CommonSOLE
27829C105ETWEATON VANCE TAX-MANAGED GLOB$374,5500.23%45,400CommonSOLE
000957100ABMABM INDS INC$367,7950.23%7,766CommonSOLE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$365,4970.23%3,567CommonSOLE
233368109KTFDWS MUN INCOME TR NEW$356,2580.22%37,981CommonSOLE
680223104ORIOLD REP INTL CORP$351,9050.22%8,973CommonSOLE
92343E102VRSNVERISIGN INC$351,5030.22%1,385CommonSOLE
876030107TPRTAPESTRY INC$350,3910.22%4,976CommonSOLE
285512109EAELECTRONIC ARTS INC$348,1520.22%2,409CommonSOLE
37940X102GPNGLOBAL PMTS INC$347,8370.21%3,552CommonSOLE
872540109TJXTJX COS INC NEW$341,0400.21%2,800CommonSOLE
922908611VBRVANGUARD INDEX FDS$338,9970.21%1,820CommonSOLE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$333,4630.21%7,902CommonSOLE
291011104EMREMERSON ELEC CO$330,6740.20%3,016CommonSOLE
863667101SYKSTRYKER CORPORATION$327,9520.20%881CommonSOLE
02079K107GOOGALPHABET INC$312,4600.19%2,000CommonSOLE
127190304CACICACI INTL INC$309,6820.19%844CommonSOLE
13462K109CWHCAMPING WORLD HLDGS INC$308,6560.19%19,100CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$307,6360.19%5,359CommonSOLE
759509102RSRELIANCE INC$304,6950.19%1,055CommonSOLE
34959J108FTVFORTIVE CORP$298,2390.18%4,075CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$297,0850.18%6,760CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$294,8880.18%5,521CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$292,8050.18%3,628CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$289,7710.18%1,472CommonSOLE
26884U109EPREPR PPTYS$289,5000.18%5,503CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$288,8780.18%4,736CommonSOLE
09260U109BCATBLACKROCK CAP ALLOCATION TER$280,8000.17%19,500CommonSOLE
681919106OMCOMNICOM GROUP INC$274,5370.17%3,311CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$273,4270.17%25,482CommonSOLE
29250N105ENBENBRIDGE INC$272,1320.17%6,142CommonSOLE
75513E101RTXRTX CORPORATION$271,1050.17%2,047CommonSOLE
403949100DINOHF SINCLAIR CORP$271,0060.17%8,242CommonSOLE
58155Q103MCKMCKESSON CORP$269,0900.17%400CommonSOLE
83444M101SOLVSOLVENTUM CORP$268,7160.17%3,534CommonSOLE
67070X101NZFNUVEEN MUNICIPAL CREDIT INC$266,9360.16%21,826CommonSOLE
20451N101CMPCOMPASS MINERALS INTL INC$265,5600.16%28,586CommonSOLE
12514G108CDWCDW CORP$262,2120.16%1,636CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$260,0730.16%11,100CommonSOLE
83410S108SOHUSOHU COM LTD$250,5920.15%19,027CommonSOLE
78468R523BILSSPDR SER TR$248,7250.15%2,500CommonSOLE
81141R100SESEA LTD$247,9920.15%1,900CommonSOLE
45783Y822EPRFINNOVATOR ETFS TRUST$243,7010.15%13,796CommonSOLE
12811T779CPSFCALAMOS ETF TR$241,6240.15%10,131CommonSOLE
931142103WMTWALMART INC$240,8080.15%2,743CommonSOLE
37045V100GMGENERAL MTRS CO$235,1500.15%5,000CommonSOLE
487836108KKELLANOVA$234,4960.14%2,843CommonSOLE
118440106BKEBUCKLE INC$233,6880.14%6,098CommonSOLE
316773100FITBFIFTH THIRD BANCORP$231,6330.14%5,909CommonSOLE
04010L103ARCCARES CAPITAL CORP$230,4880.14%10,401CommonSOLE
713448108PEPPEPSICO INC$229,7500.14%1,532CommonSOLE
100557107SAMBOSTON BEER INC$229,2860.14%960CommonSOLE
92276F100VTRVENTAS INC$228,9770.14%3,330CommonSOLE
09662E109DSMBNY MELLON STRATEGIC MUN BD$224,8010.14%38,960CommonSOLE
26922A404VIDIETF SER SOLUTIONS$222,8380.14%8,556CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$215,1600.13%1,200CommonSOLE
67098H104OIO-I GLASS INC$212,9570.13%18,566CommonSOLE
33740F615DMARFIRST TR EXCHNG TRADED FD VI$209,9510.13%5,572CommonSOLE
172967424CCITIGROUP INC$208,8290.13%2,942CommonSOLE
756109104OREALTY INCOME CORP$203,1850.13%3,503CommonSOLE
842587107SOSOUTHERN CO$202,2900.12%2,200CommonSOLE
09290D101BLKBLACKROCK INC$201,6000.12%213CommonSOLE
109696104BCOBRINKS CO$200,6180.12%2,328CommonSOLE
67066V101NADNUVEEN QUALITY MUNCP INCOME$190,6120.12%16,546CommonSOLE
09254E103MYIBLACKROCK MUNIYIELD QUALITY$188,7370.12%17,174CommonSOLE
101507101STEWSRH TOTAL RETURN FUND INC$187,1800.12%10,851CommonSOLE
92840R101NFJVIRTUS DIVIDEND INTEREST & P$179,5530.11%14,802CommonSOLE
27826U108EVNEATON VANCE MUNI INCOME TRUS$177,7140.11%17,321CommonSOLE
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$159,9200.10%14,279CommonSOLE
37954Y459RYLDGLOBAL X FDS$156,0700.10%10,336CommonSOLE
67072T108JFRNUVEEN FLOATING RATE INCOME$140,1790.09%16,550CommonSOLE
27827X101EIMEATON VANCE MUN BD FD$124,5510.08%12,493CommonSOLE
46132X101OIAINVESCO MUNI INCOME OPP TRST$120,4000.07%20,000CommonSOLE
293594107ENVXENOVIX CORPORATION$119,8670.07%16,331CommonSOLE
38983D300RITHM PPTY TR INC$118,8880.07%41,425CommonSOLE
09253W104XMYDXBLACKROCK MUNIYIELD FD INC$105,5000.07%10,000CommonSOLE
88160R101TSLATESLA INC$66,6500.04%500CALLSOLE
81752R100SRGSERITAGE GROWTH PPTYS$62,0870.04%19,222CommonSOLE
G5753U1124OWAMAIDEN HOLDINGS LTD$48,3330.03%84,751CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$38,2320.02%68CommonSOLE
67066G104NVDANVIDIA CORPORATION$30,6750.02%500CALLSOLE
39579V100GHGGREENTREE HOSPITALITY GROUP$24,2000.01%10,000CommonSOLE
877619106TSHATAYSHA GENE THERAPIES INC$15,2900.01%11,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.