MondegarAI
Camelot Portfolios, LLC

Q1 2026 · 13F-HR

Camelot Portfolios, LLCholdings as filed

Filed 2026-05-08 · accession 0001104659-26-057631

$135.3M
Reported value
195
Positions
2026-03-31
Period end
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The Brief · Camelot Portfolios, LLC · Q1 2026

AI · grounded in 13F

Camelot Portfolios, LLC closed its position in IBDS for a reduction of $1.56M. The fund also exited BSCS for $1.56M and OMFL for $871,127. On the buy side, the fund established new positions in BSCW for $1.27M and BSCU for $1.03M. Additionally, it increased its share count in NVDA by 392.16% and DVA by 1,060%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
72201R833MINTPIMCO ETF TR$4.7M3.48%46,867CommonSOLE
02079K305GOOGLALPHABET INC$3.4M2.54%11,925CommonSOLE
023135106AMZNAMAZON COM INC$3.4M2.49%16,160CommonSOLE
88160R101TSLATESLA INC$2.4M1.78%6,460CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$2.4M1.77%47,644CommonSOLE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD$2.1M1.56%90,955CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.1M1.55%4,367CommonSOLE
43010E404HFROHIGHLAND OPPS & INCOME FD$1.8M1.34%317,062CommonSOLE
464287655IWMISHARES TR$1.7M1.27%6,930CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.7M1.25%9,262CommonSOLE
464287473IWSISHARES TR$1.7M1.25%11,579CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.6M1.22%21,895CommonSOLE
30040W108ESEVERSOURCE ENERGY$1.6M1.19%23,137CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$1.6M1.17%68,633CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.6M1.15%9,144CommonSOLE
49177J102KVUEKENVUE INC$1.5M1.13%88,552CommonSOLE
33740F771DFEBFIRST TR EXCHNG TRADED FD VI$1.5M1.09%31,043CommonSOLE
922908744VTVVANGUARD INDEX FDS$1.4M1.05%7,215CommonSOLE
G8726T105TKTEEKAY CORPORATION LTD$1.4M1.04%114,900CommonSOLE
053332102AZOAUTOZONE INC$1.4M1.00%400CommonSOLE
922908751VBVANGUARD INDEX FDS$1.3M0.97%4,995CommonSOLE
45782C656PSEPINNOVATOR ETFS TRUST$1.3M0.95%29,993CommonSOLE
46436E486IBDWISHARES TR$1.3M0.94%61,067CommonSOLE
46139W858BSCWINVESCO EXCH TRD SLF IDX FD$1.3M0.94%61,492CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$1.3M0.93%21,411CommonSOLE
256677105DGDOLLAR GEN CORP$1.3M0.93%10,576CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.2M0.92%8,479CommonSOLE
65340G205NXDTNEXPOINT DIVERSIFIED REL ET$1.2M0.89%258,863CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$1.2M0.89%24,767CommonSOLE
30303M102METAMETA PLATFORMS INC$1.2M0.86%2,034CommonSOLE
46436E205IBDUISHARES TR$1.2M0.86%50,000CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$1.1M0.84%14,176CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.1M0.84%6,532CommonSOLE
297178105ESSESSEX PPTY TR INC$1.1M0.84%4,699CommonSOLE
922908629VOVANGUARD INDEX FDS$1.1M0.84%3,957CommonSOLE
037833100AAPLAPPLE INC$1.1M0.83%4,409CommonSOLE
731068102PIIPOLARIS INC$1.1M0.82%20,402CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$1.1M0.82%12,195CommonSOLE
46138J460BSCUINVESCO EXCH TRD SLF IDX FD$1.0M0.76%61,798CommonSOLE
369604301GEGE AEROSPACE$1.0M0.76%3,625CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$1.0M0.76%13,131CommonSOLE
594918104MSFTMICROSOFT CORP$1.0M0.74%2,717CommonSOLE
92204A876VPUVANGUARD WORLD FD$1.0M0.74%5,073CommonSOLE
902494103TSNTYSON FOODS INC$995,7360.74%15,541CommonSOLE
922908736VUGVANGUARD INDEX FDS$994,7220.74%2,277CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$966,5110.71%20,600PUTSOLE
49456B101KMIKINDER MORGAN INC DEL$955,5910.71%28,500CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$951,6220.70%21,040CommonSOLE
23918K108DVADAVITA INC$891,4020.66%5,800CommonSOLE
71363P106PRDOPERDOCEO ED CORP$891,0520.66%23,947CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$887,5020.66%4,200CommonSOLE
33718M105FDMFIRST TR EXCHANGE-TRADED FD$886,2370.66%10,797CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$885,1540.65%4,464CommonSOLE
526057104LENLENNAR CORP$880,9050.65%10,144CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$859,8930.64%18,849CommonSOLE
H2927K103AMRZAMRIZE LTD$858,1280.63%15,318CommonSOLE
343412102FLRFLUOR CORP$842,9660.62%18,070CommonSOLE
00130H105AESAES CORP$812,8850.60%57,692CommonSOLE
33740F854DAUGFIRST TR EXCHNG TRADED FD VI$812,3640.60%18,653CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$809,2680.60%18,117CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$798,2800.59%5,476CommonSOLE
670682103NMZNUVEEN MUN HIGH INCOME OPPOR$756,2130.56%72,853CommonSOLE
03027X100AMTAMERICAN TOWER CORP$755,5600.56%4,378CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$729,0170.54%38,049CommonSOLE
88579Y101MMM3M CO$726,2780.54%5,001CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$711,2310.53%18,512CommonSOLE
12811T837CPRJCALAMOS ETF TR$710,1560.53%26,351CommonSOLE
N82405106STLASTELLANTIS N.V$702,8170.52%99,128CommonSOLE
97717W315DEMWISDOMTREE TR$689,7830.51%13,882CommonSOLE
47103U753JBBBJANUS DETROIT STR TR$684,9000.51%14,696CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$681,3560.50%11,106CommonSOLE
12811T886CPSTCALAMOS ETF TR$680,8250.50%25,239CommonSOLE
G3265R107APTVAPTIV PLC$673,5680.50%9,700CommonSOLE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$648,6130.48%11,479CommonSOLE
03761U502MFICMIDCAP FINANCIAL INVSTMNT CO$648,3780.48%57,685CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$646,8710.48%2,391CommonSOLE
88160R101TSLATESLA INC$644,0750.48%3,900CALLSOLE
550021109LULULULULEMON ATHLETICA INC$643,0200.48%4,200CommonSOLE
918204108VFCV F CORP$641,8960.47%37,781CommonSOLE
12811T704CPSACALAMOS ETF TR$634,9100.47%23,611CommonSOLE
513272104LWLAMB WESTON HLDGS INC$633,9000.47%15,000CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$618,1630.46%10,906CommonSOLE
536797103LADLITHIA MTRS INC$605,6780.45%2,425CommonSOLE
29273V100ETENERGY TRANSFER L P$601,6020.44%31,171CommonSOLE
72352L106PINSPINTEREST INC$600,2930.44%32,731CommonSOLE
876030107TPRTAPESTRY INC$592,7250.44%4,200CommonSOLE
26701L100BROSDUTCH BROS INC$577,5240.43%11,400CommonSOLE
02079K107GOOGALPHABET INC$573,7200.42%2,000CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$568,8310.42%20,715CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$556,6400.41%7,397CommonSOLE
78463X756EWXSPDR INDEX SHS FDS$548,0670.41%8,289CommonSOLE
075887109BDXBECTON DICKINSON & CO$546,4750.40%3,476CommonSOLE
25746U109DDOMINION ENERGY INC$539,5780.40%8,728CommonSOLE
456837103INGING GROEP N.V.$537,9630.40%20,651CommonSOLE
12662P108CVICVR ENERGY INC$534,6420.40%15,888CommonSOLE
46266C105IQVIQVIA HLDGS INC$531,8220.39%3,118CommonSOLE
33740F631DJANFIRST TR EXCHNG TRADED FD VI$527,3720.39%12,400CommonSOLE
46131H107VVRINVESCO SR INCOME TR$515,7230.38%160,162CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$515,1490.38%1,031CommonSOLE
345370860FFORD MTR CO$513,9490.38%44,536CommonSOLE
071813109BAXBAXTER INTL INC$508,2520.38%30,253CommonSOLE
438516106HONHONEYWELL INTL INC$505,8490.37%2,238CommonSOLE
601137102MRPMILLROSE PPTYS INC$496,1320.37%17,719CommonSOLE
554382101MACMACERICH CO$492,8870.36%26,079CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$484,0070.36%3,579CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$469,3450.35%4,865CommonSOLE
548661107LOWLOWES COS INC$460,2730.34%1,948CommonSOLE
231021106CMICUMMINS INC$459,9870.34%855CommonSOLE
486606106KYNKAYNE ANDERSON ENERGY INFRST$452,8650.33%31,713CommonSOLE
872540109TJXTJX COS INC NEW$447,1600.33%2,800CommonSOLE
34959J108FTVFORTIVE CORP$445,8070.33%8,065CommonSOLE
38741L107GPMTGRANITE PT MTG TR INC$445,2790.33%307,089CommonSOLE
45167R104IEXIDEX CORP$441,5040.33%2,329CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$423,8460.31%6,943CommonSOLE
78433H303SPYINEOS ETF TRUST$423,6520.31%8,581CommonSOLE
00724F101ADBEADOBE INC$423,6300.31%1,743CommonSOLE
654106103NKENIKE INC$410,4800.30%7,771CommonSOLE
403949100DINOHF SINCLAIR CORP$404,8100.30%6,488CommonSOLE
27829C105ETWEATON VANCE TAX-MANAGED GLOB$398,6120.29%45,400CommonSOLE
291011104EMREMERSON ELEC CO$393,0600.29%3,000CommonSOLE
444859102HUMHUMANA INC$390,1750.29%2,250CommonSOLE
97717W760DLSWISDOMTREE TR$386,1690.29%4,738CommonSOLE
75513E101RTXRTX CORPORATION$375,5180.28%1,947CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$374,5490.28%26,000CALLSOLE
37045V100GMGENERAL MTRS CO$372,5000.28%5,000CommonSOLE
109696104BCOBRINKS CO$366,8640.27%3,540CommonSOLE
78464A847SPMDSPDR SERIES TRUST$364,6030.27%6,157CommonSOLE
883203101TXTTEXTRON INC$363,5340.27%4,152CommonSOLE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$361,6960.27%7,691CommonSOLE
166764100CVXCHEVRON CORPORATION$355,8660.26%1,720CommonSOLE
36828A101GEVGE VERNOVA INC$354,3970.26%406CommonSOLE
49427F108KRCKILROY REALTY CORP$352,7530.26%12,505CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$350,4730.26%5,301CommonSOLE
09062X103BIIBBIOGEN INC$348,3270.26%1,900CommonSOLE
504922105LHLABCORP HOLDINGS INC$339,3180.25%1,272CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$334,7520.25%1,100CommonSOLE
759351604RGAREINSURANCE GROUP AMER INC$326,4390.24%1,599CommonSOLE
931142103WMTWALMART INC$326,3590.24%2,626CommonSOLE
759509102RSRELIANCE INC$319,2790.24%1,051CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$315,2890.23%10,702CommonSOLE
000957100ABMABM INDS INC$308,3280.23%8,004CommonSOLE
680223104ORIOLD REP INTL CORP$303,3040.22%7,602CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$300,6450.22%13,500CommonSOLE
12811T779CPSFCALAMOS ETF TR$296,6280.22%11,593CommonSOLE
922475108VEEVVEEVA SYS INC$295,7600.22%1,684CommonSOLE
29250N105ENBENBRIDGE INC$295,5300.22%5,459CommonSOLE
863667101SYKSTRYKER CORPORATION$289,4880.21%881CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$286,6670.21%755CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$280,5970.21%4,626CommonSOLE
381430107GSIEGOLDMAN SACHS ETF TR$278,0400.21%6,447CommonSOLE
09260U109BCATBLACKROCK CAP ALLOCATION TER$275,5350.20%19,500CommonSOLE
26884U109EPREPR PPTYS$274,8060.20%5,501CommonSOLE
316773100FITBFIFTH THIRD BANCORP$274,5320.20%5,909CommonSOLE
233368109KTFDWS MUN INCOME TR$273,3100.20%30,034CommonSOLE
12514G108CDWCDW CORP$269,5690.20%2,227CommonSOLE
33733A201EDOWFIRST TR EXCHANGE-TRADED FD$249,3880.18%6,147CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$245,5320.18%7,700CommonSOLE
126650100CVSCVS HEALTH CORP$240,1640.18%3,344CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$234,7560.17%2,091CommonSOLE
985817105YELPYELP INC$231,9460.17%9,375CommonSOLE
09260D107BXBLACKSTONE INC$229,9800.17%2,000CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$229,6000.17%800CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$227,7160.17%958CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$222,5870.16%223CommonSOLE
09254E103MYIBLACKROCK MUNIYIELD QUALITY$221,8670.16%21,110CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$219,8950.16%364CommonSOLE
78468R523BILSSPDR SERIES TRUST$215,6850.16%2,169CommonSOLE
09662E109DSMBNY MELLON STRATEGIC MUN BD$214,5510.16%35,699CommonSOLE
681919106OMCOMNICOM GROUP INC$214,2410.16%2,845CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$212,4190.16%3,817CommonSOLE
842587107SOSOUTHERN CO$212,3440.16%2,200CommonSOLE
100557107SAMBOSTON BEER INC$207,3600.15%900CommonSOLE
922908611VBRVANGUARD INDEX FDS$205,6490.15%947CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$205,2860.15%5,425CommonSOLE
92276F100VTRVENTAS INC$205,1650.15%2,509CommonSOLE
381430529GBILGOLDMAN SACHS ETF TR$200,7680.15%2,004CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$200,3620.15%2,762CommonSOLE
101507101STEWSRH TOTAL RETURN FUND INC$185,5520.14%10,851CommonSOLE
67070X101NZFNUVEEN MUN CR INCOME FD$183,4590.14%15,062CommonSOLE
88080T104WULFTERAWULF INC$174,6030.13%12,100CommonSOLE
86881A100SGRYSURGERY PARTNERS INC$163,6910.12%13,732CommonSOLE
92840R101NFJVIRTUS DIVIDEND INTEREST & P$161,3590.12%12,796CommonSOLE
67066V101NADNUVEEN QUALITY MUNCP INCOME$157,7900.12%13,721CommonSOLE
27828H105XEVVXEATON VANCE LIMITED DURATION$157,0690.12%16,621CommonSOLE
67066G104NVDANVIDIA CORPORATION$134,7000.10%1,500CALLSOLE
67072T108JFRNUVEEN FLOATING RATE INCOME$124,4560.09%16,550CommonSOLE
13462K109CWHCAMPING WORLD HLDGS INC$122,9400.09%18,000CommonSOLE
46132X101OIAINVESCO MUNI INCOME OPP TRST$122,8000.09%20,000CommonSOLE
003057106ACPABRDN INCOME CREDIT STRATEGI$118,3440.09%23,205CommonSOLE
27827X101EIMEATON VANCE MUN BD FD$115,2890.09%11,800CommonSOLE
63942X106NVTSNAVITAS SEMICONDUCTOR CORP$99,9780.07%11,400CommonSOLE
904311206UAUNDER ARMOUR INC$96,1140.07%16,600CommonSOLE
81752R100SRGSERITAGE GROWTH PPTYS$54,0140.04%19,222CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$34,3000.03%500CALLSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$13,3550.01%21CommonSOLE

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.