What does Sunbelt Securities, Inc. hold?

Sunbelt Securities, Inc.'s largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include XOM.R34088, NVDA, AAPL. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1632932.

What is Sunbelt Securities, Inc.'s AUM?

Sunbelt Securities, Inc. reported approximately $1.6B in 13F-reportable AUM as of 2026-03-31. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $2.6B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Sunbelt Securities, Inc.'s holdings?

All Sunbelt Securities, Inc. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1632932. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Sunbelt Securities, Inc.'s 13F data updated on 13F Pro?

Sunbelt Securities, Inc.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Sunbelt Securities, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1632932

Institutional-grade research for retail investors

Sector Allocation

Other42.9%$679.3M
Energy17.4%$276.5M
Technology16.4%$259.5M
Financials8.0%$127.2M
Healthcare3.5%$55.0M
Consumer Staples3.3%$52.3M
Consumer Discretionary3.3%$51.6M
Industrials2.1%$33.6M
Real Estate1.1%$17.7M
Communication Services0.7%$11.1M

AUM History

13fpro.ai/research/fund/sunbelt-securities-inc-1632932

Conviction and streaks

Stable · top 10 = 30.0%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$XOM.R34088Conviction hold14.5% weight · held 9 quarters

$NVDAConviction hold3.3% weight · held 9 quarters

$AAPLConviction hold2.0% weight · held 9 quarters

$MSFTConviction hold1.8% weight · held 9 quarters

$AVGOConviction hold1.6% weight · held 9 quarters

$UWMCAccumulating+28% shares · 5 quarters running

$AAPLAccumulating+8% shares · 4 quarters running

$MSFTAccumulating+13% shares · 4 quarters running

$Accumulating+13% shares · 4 quarters running

$Trimming-5% shares · 4 quarters running

$Trimming-38% shares · 4 quarters running

$CATTrimming-19% shares · 4 quarters running

$EOSTrimming-41% shares · 4 quarters running

$Trimming-58% shares · 4 quarters running

Largest positions — Q1 2026

XOM.R34088
$229.3M
NVDA
$52.3M
AAPL
$32.0M
MSFT
$29.1M
AVGO
$25.6M
IAU
$22.4M
QQQ
$22.1M
SCHWAB
$21.7M
ISHARES
$20.7M
ISHARES
$20.4M
BPRE
$19.7M
ALPHA
$19.2M
AMZN
$18.5M
INNOVATOR
$15.7M
SCHWAB
$15.6M
SPY
$15.3M
CAPITAL
$14.1M
GOOG
$12.4M
SNDK
$12.4M
PLTR
$12.2M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/sunbelt-securities-inc-1632932

Sunbelt Securities, Inc. 13F holdings — Q1 2026

$1.6B portfolio (+5.7% QoQ) · 2,954 holdings · Q1 2026 13F · top 10 are 30% of the stock portfolio

1
EXXON MOBIL CORP
$XOM.R34088
$229.3M
14.5% of stocks
-1%This quarter—Since Q-end—Held
AIQuality57.8#1,062Est. buy—
2
NVIDIA CORP
$NVDA
$52.3M
3.3% of stocks
-11%This quarter—Since Q-end—Held
AIQuality86.0#3Est. buy—
3
Apple Inc.
$AAPL
$32.0M
2.0% of stocks
+0.8%This quarter—Since Q-end—Held
AIQuality75.7#88Est. buy—
4
MICROSOFT CORP
$MSFT
$29.1M
1.8% of stocks
+4%This quarter—Since Q-end—Held
AIQuality79.8#30Est. buy—
5
Broadcom Inc.
$AVGO
$25.6M
1.6% of stocks
+2%This quarter—Since Q-end—Held
AIQuality84.5#7Est. buy—
6
ISHARES GOLD TRUST
$IAU
$22.4M
1.4% of stocks
-3%This quarter—Since Q-end—Held
AIQuality—Est. buy—
7
INVESCO QQQ TRUST, SERIES 1
$QQQ
$22.1M
1.4% of stocks
+0.5%This quarter—Since Q-end—Held
AIQuality—Est. buy—
8
SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF
$21.7M
1.4% of stocks
+2%This quarter—Since Q-end—Held
AIQuality—Est. buy—
9
ISHARES S&P 500 GROWTH ETF - ETF
$20.7M
1.3% of stocks
+0.9%This quarter—Since Q-end—Held
AIQuality—Est. buy—
10
ISHARES CORE S&P 500 ETF - ETF
$20.4M
1.3% of stocks
+4%This quarter—Since Q-end—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since Q-end	Held	AI quality	Est. buy
1	EXXON MOBIL CORP$XOM.R34088	$229.3M	14.5%	-1%	—	—	57.8#1,062	—
2	NVIDIA CORP$NVDA	$52.3M	3.3%	-11%	—	—	86.0#3	—
3	Apple Inc.$AAPL	$32.0M	2.0%	+0.8%	—	—	75.7#88	—
4	MICROSOFT CORP$MSFT	$29.1M	1.8%	+4%	—	—	79.8#30	—
5	Broadcom Inc.$AVGO	$25.6M	1.6%	+2%	—	—	84.5#7	—
6	ISHARES GOLD TRUST$IAU	$22.4M	1.4%	-3%	—	—	—	—
7	INVESCO QQQ TRUST, SERIES 1$QQQ	$22.1M	1.4%	+0.5%	—	—	—	—
8	SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF	$21.7M	1.4%	+2%	—	—	—	—
9	ISHARES S&P 500 GROWTH ETF - ETF	$20.7M	1.3%	+0.9%	—	—	—	—
10	ISHARES CORE S&P 500 ETF - ETF	$20.4M	1.3%	+4%	—	—	—	—

All holdings — Sunbelt Securities, Inc. (Q1 2026)

Sort

2,954 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.

#		Company						Held		Source
11	$BPRE	Bluerock Private Real Estate Fund	Other	$19.7M	1.2%	1.19M	+16%	—	—	13F
12	—	ALPHA ARCHITECT 1-3 MONTH BOX ETF - ETFetf/fund	—	$19.2M	1.2%	165K	-4%	—	—	13F
13	$AMZN	AMAZON COM INC	Consumer Discretionary	$18.5M	1.2%	89K	+2%	—	AI quality score is Pro: unlock with a free trial	13F
14	—	INNOVATOR DEFINED WEALTH SHIELD ETF - ETFetf/fund	—	$15.7M	1.0%	468K	+2%	—	—	13F
15	—	SCHWAB U.S. LARGE-CAP VALUE ETF - ETFetf/fund	—	$15.6M	1.0%	511K	+25%	—	—	13F
16	$SPY	SPDR S&P 500 ETF TRUSTetf/fund	—	$15.3M	1.0%	23K	+0.9%	—	—	13F
17	—	CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF - ETFetf/fund	—	$14.1M	0.9%	516K	+20%	—	—	13F
18	$GOOG	Alphabet Inc.	Technology	$12.4M	0.8%	43K	+3%	—	AI quality score is Pro: unlock with a free trial	13F
19	$SNDK	Sandisk Corp	Technology	$12.4M	0.8%	20K	New	—	AI quality score is Pro: unlock with a free trial	13F
20	$PLTR	Palantir Technologies Inc.	Technology	$12.2M	0.8%	83K	-11%	—	AI quality score is Pro: unlock with a free trial	13F
21	—	INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF - ETFetf/fund	—	$11.3M	0.7%	327K	-9%	—	—	13F
22	$GOOGL	Alphabet Inc.	Technology	$10.9M	0.7%	38K	-0.3%	—	AI quality score is Pro: unlock with a free trial	13F
23	—	ISHARES CORE MSCI EAFE ETF - ETFetf/fund	—	$10.2M	0.7%	113K	-2%	—	—	13F
24	—	ISHARES CORE S&P SMALL CAP ETF - ETFetf/fund	—	$10.0M	0.6%	81K	+37%	—	—	13F
25	$JNJ	JOHNSON & JOHNSON	Healthcare	$9.6M	0.6%	39K	-4%	—	AI quality score is Pro: unlock with a free trial	13F
26	—	SCHWAB U.S. SMALL-CAP ETF - ETF	—	$9.6M	0.6%	330K	+4%
27	$PG	PROCTER & GAMBLE Co	Consumer Staples	$9.5M	0.6%	66K	-2%
28	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$9.4M	0.6%	20K	-5%
29	—	ISHARES S&P 500 VALUE ETF - ETF	—	$9.2M	0.6%	44K	-9%
30	—	SCHWAB U.S. MID-CAP ETF - ETF	—	$9.2M	0.6%	297K	+4%
31	$TSLA	Tesla, Inc.	Consumer Discretionary	$9.1M	0.6%	25K	+2%
32	$MRK	Merck & Co., Inc.	Healthcare	$9.1M	0.6%	76K	-0.9%
33	$META	Meta Platforms, Inc.	Technology	$9.0M	0.6%	16K	+2%
34	$ABBV	AbbVie Inc.	Healthcare	$8.8M	0.6%	40K	+0.0%
35	—	ISHARES CORE DIVIDEND GROWTH ETF - ETF	—	$8.5M	0.5%	122K	+0.1%
36	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	Energy	$8.4M	0.5%	222K	-2%
37	—	CAPITAL GROUP CORE EQUITY ETF - ETF	—	$8.4M	0.5%	218K	-1%
38	$JPM	JPMORGAN CHASE & CO	Financials	$8.1M	0.5%	28K	+5%
39	$KO	COCA COLA CO	Consumer Staples	$8.0M	0.5%	106K	-1%
40	$MU	MICRON TECHNOLOGY INC	Technology	$7.6M	0.5%	22K	+207%
41	$V	VISA INC.	Financials	$7.4M	0.5%	25K	-0.6%
42	—	INNOVATOR BUFFER STEP-UP STRATEGY ETF - ETF	—	$7.4M	0.5%	206K	-17%
43	$WMT	Walmart Inc.	Consumer Staples	$6.8M	0.4%	55K	-4%
44	—	ISHARES MSCI USA EQUAL WEIGHTED ETF - ETF	—	$6.4M	0.4%	63K	+27%
45	—	FIDELITY EMERGING MARKETS MULTIFACTOR ETF - ETF	—	$6.3M	0.4%	198K	+81%
46	—	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - ETF	—	$6.0M	0.4%	42K	+7%
47	—	ISHARES S&P MID-CAP 400 GROWTH ETF - ETF	—	$5.8M	0.4%	58K	+0.6%
48	—	ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF - ETF	—	$5.8M	0.4%	172K	+18%
49	—	STATE STREET SPDR S&P DIVIDEND ETF - ETF	—	$5.8M	0.4%	40K	+0.6%
50	—	ISHARES CORE HIGH DIVIDEND ETF - ETF	—	$5.8M	0.4%	43K	+15%
51	—	SCHWAB US DIVIDEND EQUITY ETF - ETF	—	$5.8M	0.4%	189K	-28%
52	$PM	Philip Morris International Inc.	Consumer Staples	$5.7M	0.4%	35K	+0.1%
53	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$5.7M	0.4%	5,714	+2%
54	—	JANUS HENDERSON AAA CLO ETF - ETF	—	$5.7M	0.4%	113K	+0.1%
55	$CVX	CHEVRON CORP	Energy	$5.5M	0.3%	27K	-3%
56	—	FIDELITY HEDGED EQUITY ETF - ETF	—	$5.5M	0.3%	186K	+43%
57	$MO	ALTRIA GROUP, INC.	Consumer Staples	$5.4M	0.3%	82K	+2%
58	—	FIDELITY QUALITY FACTOR ETF - ETF	—	$5.2M	0.3%	72K	-34%
59	—	VICTORYSHARES FREE CASH FLOW ETF - ETF	—	$5.1M	0.3%	128K	+3%
60	—	ISHARES S&P SMALL-CAP 600 GROWTH ETF - ETF	—	$5.0M	0.3%	35K	-0.1%
61	$IVZ	Invesco Ltd.	Financials	$5.0M	0.3%	26K	+8%
62	$NFLX	NETFLIX INC	Communication Services	$4.9M	0.3%	51K	+34%
63	—	CAPITAL GROUP CORE BALANCED ETF - ETF	—	$4.9M	0.3%	143K	+0.4%
64	—	FIDELITY NASDAQ COMPOSITE INDEX ETF - ETF	—	$4.9M	0.3%	58K	-15%
65	—	VANGUARD INFORMATION TECHNOLOGY ETF - ETF	—	$4.6M	0.3%	6,628	+3%
66	—	INNOVATOR PREMIUM INCOME 30 BARRIER ETF - JANUARY - ETF	—	$4.6M	0.3%	189K	-4%
67	—	SCHWAB EMERGING MARKETS EQUITY ETF - ETF	—	$4.5M	0.3%	138K	+5%
68	—	FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF - ETF	—	$4.5M	0.3%	41K	-5%
69	$VLO	VALERO ENERGY CORP/TX	Energy	$4.4M	0.3%	18K	+1%
70	—	FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY - ETF	—	$4.3M	0.3%	105K	-1%
71	$WT	WisdomTree, Inc.	Financials	$4.3M	0.3%	80K	-3%
72	$ARCC	ARES CAPITAL CORP	Other	$4.1M	0.3%	229K	+37%
73	$IVZ	Invesco Ltd.	Financials	$4.1M	0.3%	36K	+16%
74	$ET	Energy Transfer LP	Energy	$4.1M	0.3%	212K	+5%
75	$MCD	MCDONALDS CORP	Consumer Discretionary	$4.0M	0.3%	13K	-6%
76	—	FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY - ETF	—	$4.0M	0.3%	97K	-1%
77	—	ISHARES U.S. TECHNOLOGY ETF - ETF	—	$3.9M	0.3%	22K	-1%
78	—	FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF - ETF	—	$3.8M	0.2%	18K	+2%
79	—	ISHARES INTERNATIONAL DIVIDEND GROWTH ETF - ETF	—	$3.8M	0.2%	46K	+1.0%
80	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$3.7M	0.2%	15K	+5%
81	$DELL	Dell Technologies Inc.	Technology	$3.7M	0.2%	22K	+0.0%
82	—	FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE - ETF	—	$3.6M	0.2%	92K	-1%
83	—	VICTORYSHARES FREE CASH FLOW GROWTH ETF - ETF	—	$3.6M	0.2%	138K	+4%
84	—	ISHARES CORE S&P US VALUE ETF - ETF	—	$3.5M	0.2%	35K	-8%
85	—	CAPITAL GROUP DIVIDEND VALUE ETF - ETF	—	$3.5M	0.2%	82K	-0.5%
86	—	CAPITAL GROUP GROWTH ETF - ETF	—	$3.4M	0.2%	84K	+4%
87	$BX	Blackstone Inc.	Financials	$3.3M	0.2%	29K	+3%
88	—	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF	—	$3.2M	0.2%	24K	+4%
89	—	YIELDMAX NVDA OPTION INCOME STRATEGY ETF - ETF	—	$3.2M	0.2%	247K	+2%
90	$GS	GOLDMAN SACHS GROUP INC	Financials	$3.2M	0.2%	3,746	+1%
91	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$3.1M	0.2%	9,183	+6%
92	—	FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY - ETF	—	$3.1M	0.2%	65K	-5%
93	—	FIRST TRUST NASDAQ CYBERSECURITY ETF - ETF	—	$3.1M	0.2%	49K	+10%
94	—	ISHARES CORE S&P U.S. GROWTH ETF - ETF	—	$3.1M	0.2%	20K	-0.0%
95	$CSCO	CISCO SYSTEMS, INC.	Technology	$3.0M	0.2%	38K	-1%
96	$WT	WisdomTree, Inc.	Financials	$3.0M	0.2%	31K	+6%
97	—	ISHARES U.S. AEROSPACE & DEFENSE ETF - ETF	—	$3.0M	0.2%	14K	-2%
98	$HCA	HCA Healthcare, Inc.	Healthcare	$3.0M	0.2%	6,242	+172%
99	$MA	Mastercard Inc	Financials	$2.8M	0.2%	5,628	-5%
100	—	FIRST TRUST RISING DIVIDEND ACHIEVERS ETF - ETF	—	$2.8M	0.2%	41K	+10%
101	—	FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH - ETF	—	$2.8M	0.2%	67K	-26%
102	$MMM	3M CO	Healthcare	$2.8M	0.2%	19K	-0.2%
103	$PEP	PEPSICO INC	Consumer Staples	$2.8M	0.2%	18K	-0.6%
104	$KMI	KINDER MORGAN, INC.	Energy	$2.8M	0.2%	83K	+1%
105	—	INNOVATOR GROWTH ACCELERATED PLUS ETF - JANUARY - ETF	—	$2.8M	0.2%	97K	-9%
106	—	ISHARES MSCI EMERGING MARKETS ETF - ETF	—	$2.8M	0.2%	49K	+14%
107	—	FIDELITY ENHANCED INTERNATIONAL ETF - ETF	—	$2.7M	0.2%	73K	+113%
108	$AMGN	AMGEN INC	Healthcare	$2.7M	0.2%	7,658	+1%
109	$GEV	GE Vernova Inc.	Industrials	$2.7M	0.2%	3,052	+21%
110	—	INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY - ETF	—	$2.6M	0.2%	63K	+0.4%
111	$FIX	COMFORT SYSTEMS USA INC	Industrials	$2.6M	0.2%	1,862	+4%
112	$RTX	RTX Corp	Industrials	$2.6M	0.2%	13K	-2%
113	—	VANGUARD S&P 500 ETF - ETF	—	$2.5M	0.2%	4,251	-0.0%
114	$CAT	CATERPILLAR INC	Industrials	$2.5M	0.2%	3,580	-0.6%
115	—	ISHARES SEMICONDUCTOR ETF - ETF	—	$2.5M	0.2%	7,705	+44%
116	—	FIDELITY HIGH DIVIDEND ETF - ETF	—	$2.5M	0.2%	46K	+43%
117	$MKL	MARKEL GROUP INC.	Financials	$2.5M	0.2%	1,313	+1%
118	$GLPI	Gaming & Leisure Properties, Inc.	Real Estate	$2.5M	0.2%	56K	+3%
119	—	STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST - ETF	—	$2.5M	0.2%	5,333	-2%
120	—	GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF - ETF	—	$2.4M	0.1%	49K	+41%
121	—	FT VEST US EQUITY BUFFER ETF - JANUARY - ETF	—	$2.4M	0.1%	48K	+7%
122	—	ISHARES A.I. INNOVATION AND TECH ACTIVE ETF - ETF	—	$2.4M	0.1%	74K	-2%
123	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$2.4M	0.1%	15K	+6%
124	$MCK	MCKESSON CORP	Consumer Staples	$2.4M	0.1%	2,779	+410%
125	—	FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER - ETF	—	$2.4M	0.1%	63K	-6%
126	—	FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX - ETF	—	$2.4M	0.1%	15K	+21%
127	$TLN	Talen Energy Corp	Utilities	$2.3M	0.1%	7,187	+2932%
128	—	CAMBRIA FOREIGN SHAREHOLDER YIELD ETF - ETF	—	$2.3M	0.1%	61K	+1%
129	$FSLY	Fastly, Inc.	Technology	$2.3M	0.1%	78K	+10%
130	—	VANGUARD GROWTH ETF - ETF	—	$2.2M	0.1%	5,145	+2%
131	$AXP	AMERICAN EXPRESS CO	Financials	$2.2M	0.1%	7,356	+3%
132	$MPC	Marathon Petroleum Corp	Energy	$2.2M	0.1%	9,053	-2%
133	$LMT	LOCKHEED MARTIN CORP	Industrials	$2.1M	0.1%	3,524	+0.7%
134	—	GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF - ETF	—	$2.1M	0.1%	43K	+22%
135	$WFC	WELLS FARGO & COMPANY/MN	Financials	$2.1M	0.1%	26K	-5%
136	$PSN	PARSONS CORP	Technology	$2.1M	0.1%	39K	+4%
137	—	ISHARES CORE S&P MID-CAP ETF - ETF	—	$2.1M	0.1%	31K	+2%
138	$HD	HOME DEPOT, INC.	Consumer Discretionary	$2.1M	0.1%	6,284	-2%
139	—	JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF - ETF	—	$2.1M	0.1%	40K	+0.1%
140	$LRCX	LAM RESEARCH CORP	Technology	$2.0M	0.1%	9,587	-8%
141	$CRGY	Crescent Energy Co	Energy	$2.0M	0.1%	151K	+0.7%
142	$SCHW	SCHWAB CHARLES CORP	Financials	$2.0M	0.1%	22K	+1%
143	—	CAMBRIA EMERGING SHAREHOLDER YIELD ETF - ETF	—	$2.0M	0.1%	48K	+0.7%
144	—	KENSINGTON CREDIT OPPORTUNITIES ETF - ETF	—	$2.0M	0.1%	80K	+1%
145	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$2.0M	0.1%	39K	-37%
146	—	FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF - ETF	—	$2.0M	0.1%	40K	+31%
147	—	FIDELITY MSCI ENERGY INDEX ETF - ETF	—	$2.0M	0.1%	58K	-1%
148	$LLY	ELI LILLY & Co	Healthcare	$1.9M	0.1%	2,119	+10%
149	—	ISHARES RUSSELL 2000 ETF - ETF	—	$1.9M	0.1%	7,631	-13%
150	$SLV	iShares Silver Trust	Financials	$1.9M	0.1%	28K	-32%

What changed in Q1 2026

Against the previous quarter's 13F: 332 new, 833 added to, 680 trimmed, 156 sold out. Share-count changes; largest moves by dollar size first.

New positions (332)

INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY - ETF$726K
first bought this quarter
INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY - ETF$481K
first bought this quarter
ISHARES U.S. CONSUMER STAPLES ETF - ETF$477K
first bought this quarter
DIMENSIONAL US MARKETWIDE VALUE ETF - ETF$305K
first bought this quarter
FIDELITY AAA CLO ETF - ETF$303K
first bought this quarter
$HTDJOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND$287K
first bought this quarter

+326 more in the Excel export

Added to (833)

$MUMICRON TECHNOLOGY INC+207%
now $7.6M
SCHWAB U.S. LARGE-CAP VALUE ETF - ETF+25%
now $15.6M
FIDELITY EMERGING MARKETS MULTIFACTOR ETF - ETF+81%
now $6.3M
ISHARES CORE S&P SMALL CAP ETF - ETF+37%
now $10.0M
$BPREBluerock Private Real Estate Fund+16%
now $19.7M
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF - ETF+20%
now $14.1M

+827 more in the Excel export

Trimmed (680)

$NVDANVIDIA CORP-11%
now $52.3M
$XOM.R34088EXXON MOBIL CORP-1%
now $229.3M
FIDELITY QUALITY FACTOR ETF - ETF-34%
now $5.2M
SCHWAB US DIVIDEND EQUITY ETF - ETF-28%
now $5.8M
INNOVATOR BUFFER STEP-UP STRATEGY ETF - ETF-17%
now $7.4M
$PLTRPalantir Technologies Inc.-11%
now $12.2M

+674 more in the Excel export

Sold out (156)

$CYBRCyberArk Software Ltd.was $541K
held 5 qtrs
SIMPLIFY OPPORTUNISTIC INCOME ETFwas $510K
ISHARES MSCI ISRAEL ETFwas $339K
ISHARES MSCI MEXICO ETFwas $307K
ISHARES MICRO-CAP ETFwas $246K
ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETFwas $219K

+150 more in the Excel export

Firm AUM (Form ADV): $2.6B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Sunbelt Securities, Inc. has filed, 38 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Portfolio Overview

Sunbelt Securities, Inc. disclosed 2,954 positions worth $1.6B in its Form 13F-HR for Q1 2026, led by $XOM.R34088 (EXXON MOBIL CORP) at 14.5% of the equity portfolio, followed by $NVDA and $AAPL. During the quarter the fund opened 332 new positions and exited 156 and a full exit from $CYBR. The portfolio is most concentrated in Other (42.9% of disclosed assets). All figures are sourced directly from Sunbelt Securities, Inc.’s Form 13F-HR filing with the SEC under CIK 1632932.

Funds like this

managers whose biggest positions overlap Sunbelt Securities's

EverSource Wealth Advisors, LLC$2.97B 13F book · 4 shared top holdingsIAUPLTRDELLBX SENTINEL TRUST CO LBA$1.13B 13F book · 4 shared top holdingsIAUPLTRETMCD Oxbow Advisors, LLC$1.23B 13F book · 4 shared top holdingsIAUEPDETMCD SEEDS INVESTOR LLC$973.32M 13F book · 3 shared top holdingsIAUSNDKDELL Independent Solutions Wealth Management, LLC$766.31M 13F book · 6 shared top holdingsPLTRIAUPMMO Intellus Advisors LLC$823.49M 13F book · 4 shared top holdingsIAUEPDPLTRET

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire Hathaway Bridgewater Associates Citadel Advisors Renaissance Technologies Two Sigma Investments DE Shaw & Co Millennium Management AQR Capital Management Point72 Asset Management Tiger Global Management Vanguard Group BlackRock

to search all 8,700+ institutional filers.

AI-Powered Hedge Fund Analysis: Sunbelt Securities, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Sunbelt Securities, Inc. (SEC CIK: 1632932), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Sunbelt Securities, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.