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Sunbelt Securities, Inc.

Period ended Mar 31, 2026 · Latest filing May 18, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Mar 31, 2026: $1,584,099,760

More quarters will appear as history becomes available.

Top holdings

Top 10 at Mar 31, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. EXXON MOBIL CORP COM · Stock · 30231G102 · shares: $229,290,875
  2. NVIDIA CORPORATION COM · Stock · 67066G104 · shares: $52,251,486
  3. APPLE INC COM · Stock · 037833100 · shares: $32,049,739
  4. MICROSOFT CORP COM · Stock · 594918104 · shares: $29,066,194
  5. BROADCOM INC COM · Stock · 11135F101 · shares: $25,615,752
  6. ISHARES GOLD TRUST · ETF · 464285204 · shares: $22,363,459
  7. INVESCO QQQ TRUST SERIES I · ETF · 46090E103 · shares: $22,118,374
  8. SCHWAB U.S. LARGE-CAP GROWTH ETF · ETF · 808524300 · shares: $21,687,624
  9. ISHARES S&P 500 GROWTH ETF · ETF · 464287309 · shares: $20,745,885
  10. ISHARES CORE S&P 500 ETF · ETF · 464287200 · shares: $20,408,044

Reported holdings

2,954 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
AIRSHIP AI HLDGS INC COMStock008940108 — 6 shares $14
ALPHA TEKNOVA INC COMStock02080L102 — 5 shares $14
GENIE ENERGY LTD CL BStock372284208 — 1 shares $14
MODIV INDUSTRIAL INC COM STK CL CREIT60784B101 — 1 shares $14
PIONEER BANCORP INC MD COMStock723561106 — 1 shares $14
RICHMOND MUT BANCORPORATION COMStock76525P100 — 1 shares $14
WAVE LIFE SCIENCES LTD SHSStockY95308105 — 2 shares $14
AUDIOEYE INC COM NEWStock050734201 — 2 shares $13
NEXPOINT REAL ESTATE FIN INC COMREIT65342V101 — 1 shares $13
RITHM PPTY TR INC COM NEW SHSREIT38983D854 — 1 shares $13
SLEEP NUMBER CORP COMStock83125X103 — 7 shares $13
ORGANOGENESIS HLDGS INC COMStock68621F102 — 5 shares $12
AVITA MEDICAL INC COMStock05380C102 — 3 shares $11
BIOTE CORP CLASS A COMStock090683103 — 8 shares $11
CANOPY GROWTH CORPORATION COM NEWStock138035704 — 12 shares $11
HYSTER-YALE INC CL AStock449172105 — 0 shares $11
INSEEGO CORP COM NEWStock45782B104 — 1 shares $11
UNITED SEC BANCSHARES CALIF COMStock911460103 — 1 shares $11
KINGSWAY FINL SERVICES INC COM NEWStock496904202 — 1 shares $10
ATLANTIC INTL CORP COMStock048592109 — 3 shares $9
BITDEER TECHNOLOGIES GROUP CL A ORD SHSStockG11448100 — 1 shares $9
FLYEXCLUSIVE INC COM CL AStock343928107 — 4 shares $9
KULR TECHNOLOGY GROUP INC COMStock50125G307 — 4 shares $9
LIFEVANTAGE CORP COM NEWStock53222K205 — 2 shares $9
MEDALLION FINANCIAL CORP COMStock583928106 — 1 shares $9
GLOBAL WTR RES INC COMStock379463102 — 1 shares $8
NOKIA CORP SPONSORED ADRADR654902204 — 1 shares $8
NUVECTIS PHARMA INC COMStock67080T108 — 1 shares $8
SBC MED GROUP HLDGS INC COMStock73245B107 — 2 shares $8
TRISALUS LIFE SCIENCES INC COMStock89680M101 — 2 shares $8
WESTROCK COFFEE CO COMStock96145W103 — 2 shares $8
STITCH FIX INC COM CL AStock860897107 — 2 shares $7
TRINSEO PLC SHSStockG9059U107 — 64 shares $7
HF FOODS GROUP INC COMStock40417F109 — 3 shares $6
NL INDS INC COM NEWStock629156407 — 1 shares $6
PATRIOT NATL BANCORP INC COM NEWStock70336F203 — 5 shares $6
PICARD MEDICAL INC COM SHSStock71953R108 — 6 shares $6
PLAYSTUDIOS INC CLASS A COMStock72815G108 — 13 shares $6
VIRCO MFG CO COMStock927651109 — 1 shares $6
CADIZ INC COM NEWStock127537207 — 1 shares $5
CHARGEPOINT HOLDINGS INC COM SHSStock15961R303 — 1 shares $5
CITIZENS INC CL AStock174740100 — 1 shares $5
LIVEWIRE GROUP INC COMStock53838J105 — 3 shares $5
NEXPOINT DIVERSIFIED REL ET TR COM NEWREIT65340G205 — 1 shares $5
RUMBLE INC COM CL AStock78137L105 — 1 shares $5
ISPIRE TECHNOLOGY INC COMStock46501C100 — 2 shares $4
ZSPACE INC COMStock98980W206 — 33 shares $4
BRC INC COM CL AStock05601U105 — 4 shares $3
LOGISTIC PROPERTIES OF THE AME USD ORD SHSStockG5557R109 — 1 shares $3
WALDENCAST PLC CLASS A ORD SHSStockG9503X103 — 3 shares $3
MOBILE INFRASTRUCTURE CORP COM SHSStock60739N101 — 1 shares $2
VERDE CLEAN FUELS INC CLASS A COMStock923372106 — 1 shares $2
ARRIVE AI INC COM NEWStock04272H204 — 1 shares $1
MSP RECOVERY INC COM NEW CL AStock553745407 — 1 shares $0