EdgeMarket › What Sunbelt Securities, Inc. reported owning
What Sunbelt Securities, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.6BPositions
2,954Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | 229.3M | 14.5% | 1.4M | 165.11 | +52.1% |
| NVDA NVIDIA CORP | 52.3M | 3.3% | 299.6K | 214.72 | +22.4% |
| AAPL Apple Inc. | 32.0M | 2.0% | 126.3K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 29.1M | 1.8% | 78.5K | 483.24 | -4.4% |
| AVGO Broadcom Inc. | 25.6M | 1.6% | 82.8K | 368.45 | +26.5% |
| IAU ISHARES GOLD TRUST | 22.4M | 1.4% | 253.7K | 86.79 | +37.5% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 22.1M | 1.4% | 38.3K | 713.44 | +26.1% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 21.7M | 1.4% | 744.5K | 35.32 | +17.3% |
| IVW iShares S&P 500 Growth ETF | 20.7M | 1.3% | 183.4K | 138.83 | +22.2% |
| IVV iShares Core S&P 500 ETF | 20.4M | 1.3% | 31.2K | 769.31 | +20.0% |
| BPRE Bluerock Private Real Estate Fund | 19.7M | 1.2% | 1.2M | 12.18 | — |
| BOXX Alpha Architect 1-3 Month Box ETF | 19.2M | 1.2% | 165.0K | 117.96 | +4.1% |
| AMZN AMAZON COM INC | 18.5M | 1.2% | 88.8K | 258.63 | +15.6% |
| BALT Innovator Defined Wealth Shield ETF | 15.7M | 1.0% | 467.9K | 34.70 | +6.8% |
| SCHV Schwab U.S. Large-Cap Value ETF | 15.6M | 1.0% | 510.6K | 34.94 | +22.7% |
| SPY SPDR S&P 500 ETF TRUST | 15.3M | 1.0% | 23.5K | 765.72 | +20.0% |
| CGMS Capital Group U.S. Multi-Sector Income ETF | 14.1M | 0.9% | 516.1K | 27.14 | -1.9% |
| GOOG Alphabet Inc. | 12.4M | 0.8% | 43.3K | 341.75 | +70.7% |
| SNDK Sandisk Corp | 12.4M | 0.8% | 19.5K | 1,596.08 | +3494.8% |
| PLTR Palantir Technologies Inc. | 12.2M | 0.8% | 83.2K | 179.94 | +15.3% |
| PSTP Innovator Power Buffer Step-Up Strategy ETF | 11.3M | 0.7% | 327.1K | 37.42 | +9.9% |
| GOOGL Alphabet Inc. | 10.9M | 0.7% | 38.1K | 344.82 | +73.0% |
| IEFA iShares Core MSCI EAFE ETF | 10.2M | 0.6% | 113.2K | 100.85 | +16.8% |
| IJR iShares Core S&P Small-Cap ETF | 10.0M | 0.6% | 80.6K | 147.31 | +29.0% |
| JNJ JOHNSON & JOHNSON | 9.6M | 0.6% | 39.3K | 270.24 | +51.1% |
| SCHA Schwab U.S. Small-Cap ETF | 9.6M | 0.6% | 329.8K | 34.83 | +32.4% |
| PG PROCTER & GAMBLE Co | 9.5M | 0.6% | 65.6K | 144.68 | -9.3% |
| unmapped CUSIP 084670702 | 9.4M | 0.6% | 19.6K | — | — |
| IVE iShares S&P 500 Value ETF | 9.2M | 0.6% | 43.8K | 237.24 | +17.6% |
| SCHM Schwab U.S. Mid Cap ETF | 9.2M | 0.6% | 296.9K | 36.16 | +25.4% |
| TSLA Tesla, Inc. | 9.1M | 0.6% | 24.6K | 362.86 | +12.0% |
| MRK Merck & Co., Inc. | 9.1M | 0.6% | 76.0K | 152.55 | +80.2% |
| META Meta Platforms, Inc. | 9.0M | 0.6% | 15.8K | 549.90 | -26.5% |
| ABBV AbbVie Inc. | 8.8M | 0.6% | 40.4K | 264.96 | +26.7% |
| DGRO iShares Core Dividend Growth ETF | 8.5M | 0.5% | 121.7K | 79.61 | +20.0% |
| EPD ENTERPRISE PRODUCTS PARTNERS L.P. | 8.4M | 0.5% | 222.0K | 38.01 | +20.6% |
| CGUS Capital Group Core Equity ETF | 8.4M | 0.5% | 218.0K | 45.14 | +18.5% |
| JPM JPMORGAN CHASE & CO | 8.1M | 0.5% | 27.6K | 351.58 | +20.3% |
| KO COCA COLA CO | 8.0M | 0.5% | 105.6K | 91.10 | +28.9% |
| MU MICRON TECHNOLOGY INC | 7.6M | 0.5% | 22.5K | 966.78 | +724.8% |
| V VISA INC. | 7.4M | 0.5% | 24.6K | 371.04 | +7.9% |
| BSTP Innovator Buffer Step-Up Strategy ETF | 7.4M | 0.5% | 205.7K | 40.07 | +13.3% |
| WMT Walmart Inc. | 6.8M | 0.4% | 55.0K | 103.70 | +1.1% |
| EUSA iShares MSCI USA Equal Weighted ETF | 6.4M | 0.4% | 62.7K | 118.37 | +16.9% |
| FDEM Fidelity Emerging Markets Multifactor ETF | 6.3M | 0.4% | 198.1K | 36.08 | +24.5% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 6.0M | 0.4% | 42.3K | 167.97 | +20.5% |
| IJK iShares S&P Mid-Cap 400 Growth ETF | 5.8M | 0.4% | 58.0K | 115.45 | +24.2% |
| COMT iShares GSCI Commodity Dynamic Roll Strategy E | 5.8M | 0.4% | 172.4K | 34.97 | +33.8% |
| SDY State Street SPDR S&P Dividend ETF | 5.8M | 0.4% | 39.9K | 158.44 | +12.0% |
| HDV iShares Core High Dividend ETF | 5.8M | 0.4% | 42.8K | 29.81 | +21.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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