Institutional Fund
Sunbelt Securities, Inc.
Houston, TXCIK 16329325 filings on record
Portfolio Value
$1.58B
Q1 2026
Holdings
2,953
Reported positions
New Buys
341
Opened this quarter
QoQ Change
+5.7%
from $1.50B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Exxon Mobil Corp14.5%
- Nvidia Corporation3.3%
- Apple Inc2.0%
- Microsoft Corp1.8%
- Broadcom Inc1.6%
- Ishares Gold Tr1.4%
- Other75.3%
Portfolio Holdings
2,953 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Exxon Mobil Corp | 1.35M | $229.29M | 14.5% | −16.8K | Reduced |
| 2 | Nvidia Corporation | 299.6K | $52.25M | 3.3% | −38.2K | Reduced |
| 3 | Apple Inc | 126.3K | $32.05M | 2.0% | +1.0K | Added |
| 4 | Microsoft Corp | 78.5K | $29.07M | 1.8% | +2.8K | Added |
| 5 | Broadcom Inc | 82.8K | $25.62M | 1.6% | +1.5K | Added |
| 6 | Ishares Gold Tr | 253.7K | $22.36M | 1.4% | −8.5K | Reduced |
| 7 | Invesco Qqq Tr | 38.3K | $22.12M | 1.4% | +194 | Added |
| 8 | Schwab Strategic Tr | 744.5K | $21.69M | 1.4% | +17.5K | Added |
| 9 | Ishares Tr | 183.4K | $20.75M | 1.3% | +1.5K | Added |
| 10 | Ishares Tr | 31.2K | $20.41M | 1.3% | +1.3K | Added |
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