Sunbelt Securities, Inc.

Q1 2026 13F-HR Holdings

Location
Houston, TX
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
2,954
Total value ($000)
$1,584,100
Net value change ($000)
+84,754 (5.7%)
New positions
340
Sold out positions
170
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 64,638 39.3%
SNDK 12,417 1241700.0%
MU 5,508 263.4%
BPRE 4,331 28.2%
SCHV 3,481 28.8%
IJR 2,951 41.7%
FDEM 2,883 85.5%
TLN 2,205 2477.5%
COMT 2,182 59.8%
CGMS 2,151 18.1%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -10,747 -17.1%
MSFT -7,562 -20.6%
PLTR -4,502 -27.0%
FQAL -3,063 -36.9%
AVGO -2,507 -8.9%
SCHG -2,026 -8.5%
AAPL -2,002 -5.9%
BSTP -1,835 -19.9%
APP -1,722 -71.2%
IVW -1,671 -7.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type