§ 13F · FUND PROFILE
Sunbelt Securities, Inc..
AUM · n/a (13F)Positions · 2954Turnover · n/a · Q1Filed · May 18, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP COM | 1.35M | $229M | 14.5% | −1% |
| 2 | NVDA | NVIDIA CORPORATION COM | 300K | $52M | 3.3% | −11% |
| 3 | AAPL | APPLE INC COM | 126K | $32M | 2.0% | +1% |
| 4 | MSFT | MICROSOFT CORP COM | 79K | $29M | 1.8% | +4% |
| 5 | AVGO | BROADCOM INC COM | 83K | $26M | 1.6% | +2% |
| 6 | IAU | ISHARES GOLD TRUST | 254K | $22M | 1.4% | −3% |
| 7 | QQQ | INVESCO QQQ TRUST SERIES I | 38K | $22M | 1.4% | +1% |
| 8 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 745K | $22M | 1.4% | +2% |
| 9 | IVW | ISHARES S&P 500 GROWTH ETF | 183K | $21M | 1.3% | +1% |
| 10 | IVV | ISHARES CORE S&P 500 ETF | 31K | $20M | 1.3% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUNBELT SIGNAL
AC read
Sunbelt Securities, Inc. is classified as a Other fund.
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