Sunbelt Securities, Inc.

13F filer · CIK 0001632932

Last filed May 18, 2026

Net buyer this quarter

13F portfolio value$1.58BU.S. long equity reported on 13F

Positions2,127287 new · 126 closed

Net flow last quarter+$26MBuys minus sells

Top 10 positions weight29.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2026Reported May 18, 20262,127 positions
XOMExxonMobil Holdings Corp	$229M	14.47%	0.03%	-1.2%	Q4 2014
NVDANvidia Corp	$52.3M	3.30%	0.00%	-11.3%	Q3 2017
AAPLApple Inc.	$32M	2.02%	0.00%	+0.8%	Q4 2014
MSFTMicrosoft Corp	$29.1M	1.83%	0.00%	+3.7%	Q3 2015
AVGOBroadcom Inc.	$25.6M	1.62%	0.00%	+1.9%	Q1 2019
IAUIshares Gold Trust	$22.4M	1.41%	0.03%	-3.2%	Q1 2019
QQQInvesco QQQ Trust, Series 1	$22.1M	1.40%	Not reported	+0.5%	Q2 2018
BPREBluerock Private Real Estate Fund	$19.7M	1.24%	Not reported	+15.8%	Q4 2025
AMZNAmazon Com Inc	$18.5M	1.17%	0.00%	+1.9%	Q3 2016
BALTBaltic Trading Ltd	$15.7M	0.99%	Not reported	+2.2%	Q3 2022
SPYSPDR S&P 500 ETF Trust	$15.3M	0.96%	Not reported	+0.9%	Q3 2017
GOOGAlphabet Inc.	$12.4M	0.78%	Not reported	+3.3%	Q3 2017
SNDKSandisk Corp	$12.4M	0.78%	0.01%	+325666.7%	Q1 2025
PLTRPalantir Technologies Inc.	$12.2M	0.77%	0.00%	-11.3%	Q1 2023
GOOGLAlphabet Inc.	$10.9M	0.69%	0.00%	-0.3%	Q4 2016
JNJJohnson & Johnson	$9.6M	0.61%	0.00%	-3.9%	Q4 2014
PGPROCTER & GAMBLE Co	$9.48M	0.60%	0.00%	-1.9%	Q4 2014
BRK.BBerkshire Hathaway Inc	$9.38M	0.59%	Not reported	-4.8%	Q4 2014
TSLATesla, Inc.	$9.15M	0.58%	0.00%	+2.3%	Q3 2019
MRKMerck & Co., Inc.	$9.14M	0.58%	0.00%	-0.9%	Q3 2015
METAMeta Platforms, Inc.	$9.04M	0.57%	Not reported	+1.8%	Q4 2014
ABBVAbbVie Inc.	$8.79M	0.55%	0.00%	0.0%	Q4 2014
EPDEnterprise Products Partners L.P.	$8.4M	0.53%	0.01%	-2.4%	Q4 2016
JPMJPMorgan Chase & Co	$8.11M	0.51%	0.00%	+4.6%	Q4 2014
KOCoca Cola Co	$8.03M	0.51%	0.00%	-1.2%	Q4 2014
MUMicron Technology Inc	$7.6M	0.48%	0.00%	+207.0%	Q1 2018
VVisa Inc.	$7.44M	0.47%	0.00%	-0.6%	Q3 2017
WMTWalmart Inc.	$6.84M	0.43%	0.00%	-3.6%	Q4 2014
COMTChina Sky One Medical, Inc.	$5.83M	0.37%	1.02%	+17.7%	Q1 2022
PMPhilip Morris International Inc.	$5.71M	0.36%	0.00%	+0.1%	Q3 2017
COSTCostco Wholesale Corp	$5.69M	0.36%	0.00%	+1.9%	Q3 2017
CVXChevron Corp	$5.5M	0.35%	0.00%	-3.0%	Q4 2014
MOAltria Group, Inc.	$5.4M	0.34%	0.00%	+1.8%	Q3 2017
NFLXNetflix Inc	$4.91M	0.31%	0.00%	+34.4%	Q2 2016
VLOValero Energy Corp	$4.37M	0.28%	0.01%	+1.2%	Q2 2018
ARCCAres Capital Corp	$4.13M	0.26%	0.03%	+37.4%	Q4 2018
ETEnergy Transfer LP	$4.09M	0.26%	0.01%	+5.1%	Q4 2018
MCDMcdonalds Corp	$4M	0.25%	0.00%	-6.4%	Q4 2014
IBMInternational Business Machines Corp	$3.67M	0.23%	0.00%	+5.3%	Q2 2015
DELLDell Technologies Inc.	$3.67M	0.23%	0.00%	0.0%	Q3 2019
BXBlackstone Inc.	$3.29M	0.21%	0.00%	+3.0%	Q3 2019
GSGoldman Sachs Group Inc	$3.17M	0.20%	0.00%	+1.4%	Q3 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.1M	0.20%	0.00%	+5.5%	Q3 2019
CSCOCisco Systems, Inc.	$2.98M	0.19%	0.00%	-1.4%	Q4 2014
HCAHCA Healthcare, Inc.	$2.95M	0.19%	0.00%	+171.8%	Q1 2023
MAMastercard Inc	$2.81M	0.18%	0.00%	-5.0%	Q3 2017
MMM3m Co	$2.79M	0.18%	0.00%	-0.2%	Q4 2014
PEPPepsico Inc	$2.78M	0.18%	0.00%	-0.6%	Q4 2014
KMIKinder Morgan, Inc.	$2.77M	0.17%	0.00%	+1.2%	Q4 2014
AMGNAmgen Inc	$2.69M	0.17%	0.00%	+1.5%	Q1 2017

Q4 2025Reported Feb 20, 20261,966 positions
XOMExxonMobil Holdings Corp	$165M	10.98%	0.03%	+1.4%	Q4 2014
NVDANvidia Corp	$63M	4.20%	0.00%	+0.5%	Q3 2017
MSFTMicrosoft Corp	$36.6M	2.44%	0.00%	+1.4%	Q3 2015
AAPLApple Inc.	$34.1M	2.27%	0.00%	+0.4%	Q4 2014
AVGOBroadcom Inc.	$28.1M	1.88%	0.00%	-0.8%	Q1 2019
QQQInvesco QQQ Trust, Series 1	$23.4M	1.56%	Not reported	+3.1%	Q2 2018
IAUIshares Gold Trust	$21.3M	1.42%	0.03%	-37.9%	Q1 2019
AMZNAmazon Com Inc	$20.1M	1.34%	0.00%	+2.3%	Q3 2016
PLTRPalantir Technologies Inc.	$16.7M	1.11%	0.00%	+14.6%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$15.9M	1.06%	Not reported	-1.5%	Q3 2017
BPREBluerock Private Real Estate Fund	$15.4M	1.03%	Not reported	New	Q4 2025
BALTBaltic Trading Ltd	$15.3M	1.02%	Not reported	+6.9%	Q3 2022
GOOGAlphabet Inc.	$13.2M	0.88%	Not reported	-1.4%	Q3 2017
GOOGLAlphabet Inc.	$11.9M	0.80%	0.00%	-5.4%	Q4 2016
TSLATesla, Inc.	$10.8M	0.72%	0.00%	+5.2%	Q3 2019
BRK.BBerkshire Hathaway Inc	$10.3M	0.69%	Not reported	+2.6%	Q4 2014
METAMeta Platforms, Inc.	$10.2M	0.68%	Not reported	+6.1%	Q4 2014
PGPROCTER & GAMBLE Co	$9.58M	0.64%	0.00%	+0.7%	Q4 2014
ABBVAbbVie Inc.	$9.23M	0.62%	0.00%	-0.5%	Q4 2014
VVisa Inc.	$8.69M	0.58%	0.00%	-2.5%	Q3 2017
JPMJPMorgan Chase & Co	$8.49M	0.57%	0.00%	-1.2%	Q4 2014
JNJJohnson & Johnson	$8.46M	0.56%	0.00%	+0.1%	Q4 2014
MRKMerck & Co., Inc.	$8.08M	0.54%	0.00%	+0.1%	Q3 2015
KOCoca Cola Co	$7.47M	0.50%	0.00%	-0.7%	Q4 2014
EPDEnterprise Products Partners L.P.	$7.29M	0.49%	0.01%	+0.6%	Q4 2016
WMTWalmart Inc.	$6.36M	0.42%	0.00%	+11.5%	Q4 2014
PMPhilip Morris International Inc.	$5.53M	0.37%	0.00%	+3.2%	Q3 2017
COSTCostco Wholesale Corp	$4.84M	0.32%	0.00%	+0.3%	Q3 2017
MOAltria Group, Inc.	$4.63M	0.31%	0.00%	+4.1%	Q3 2017
BXBlackstone Inc.	$4.29M	0.29%	0.00%	-5.3%	Q3 2019
IBMInternational Business Machines Corp	$4.26M	0.28%	0.00%	+2.2%	Q2 2015
MCDMcdonalds Corp	$4.2M	0.28%	0.00%	+2.6%	Q4 2014
CVXChevron Corp	$4.17M	0.28%	0.00%	+6.9%	Q4 2014
COMTChina Sky One Medical, Inc.	$3.65M	0.24%	0.86%	+2.9%	Q1 2022
NFLXNetflix Inc	$3.57M	0.24%	0.00%	+4.2%	Q2 2016
MAMastercard Inc	$3.38M	0.23%	0.00%	-7.6%	Q3 2017
ARCCAres Capital Corp	$3.37M	0.22%	0.02%	+33.9%	Q4 2018
ETEnergy Transfer LP	$3.33M	0.22%	0.01%	-2.6%	Q4 2018
GSGoldman Sachs Group Inc	$3.25M	0.22%	0.00%	-5.1%	Q3 2019
MMM3m Co	$3.08M	0.21%	0.00%	-4.0%	Q4 2014
CSCOCisco Systems, Inc.	$3.01M	0.20%	0.00%	-4.2%	Q4 2014
VLOValero Energy Corp	$2.85M	0.19%	0.01%	-0.5%	Q2 2018
DELLDell Technologies Inc.	$2.81M	0.19%	0.00%	+2.7%	Q3 2019
MKLMarkel Group Inc.	$2.79M	0.19%	0.01%	Not reported	Q2 2015
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.64M	0.18%	0.00%	+13.7%	Q3 2019
AXPAmerican Express Co	$2.63M	0.18%	0.00%	+0.5%	Q3 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$2.62M	0.17%	Not reported	+0.2%	Q3 2017
SLViShares Silver Trust	$2.61M	0.17%	0.01%	+51.0%	Q3 2019
WFCWells Fargo & Company	$2.61M	0.17%	0.00%	+3.8%	Q4 2014
PEPPepsico Inc	$2.58M	0.17%	0.00%	-1.6%	Q4 2014

Q3 2025Reported Nov 19, 20251,890 positions
XOMExxonMobil Holdings Corp	$152M	10.51%	0.03%	+67.7%	Q4 2014
NVDANvidia Corp	$62.7M	4.33%	0.00%	-4.2%	Q3 2017
MSFTMicrosoft Corp	$38.7M	2.67%	0.00%	+6.1%	Q3 2015
AAPLApple Inc.	$31.8M	2.19%	0.00%	+5.5%	Q4 2014
IAUIshares Gold Trust	$30.7M	2.12%	0.06%	+67.3%	Q1 2019
AVGOBroadcom Inc.	$27M	1.87%	0.00%	+12.1%	Q1 2019
QQQInvesco QQQ Trust, Series 1	$22.2M	1.53%	Not reported	+44.8%	Q2 2018
AMZNAmazon Com Inc	$18.7M	1.29%	0.00%	-6.8%	Q3 2016
SPYSPDR S&P 500 ETF Trust	$15.7M	1.09%	Not reported	+70.1%	Q3 2017
PLTRPalantir Technologies Inc.	$14.9M	1.03%	0.00%	+30.0%	Q1 2023
BALTBaltic Trading Ltd	$14.1M	0.97%	Not reported	+1.6%	Q3 2022
METAMeta Platforms, Inc.	$10.7M	0.74%	Not reported	+2.9%	Q4 2014
GOOGAlphabet Inc.	$10.4M	0.72%	Not reported	+20.0%	Q3 2017
PGPROCTER & GAMBLE Co	$10.2M	0.70%	0.00%	-2.9%	Q4 2014
TSLATesla, Inc.	$10.2M	0.70%	0.00%	-35.1%	Q3 2019
BRK.BBerkshire Hathaway Inc	$10.1M	0.70%	Not reported	+121.6%	Q4 2014
GOOGLAlphabet Inc.	$9.81M	0.68%	0.00%	-17.9%	Q4 2016
ABBVAbbVie Inc.	$9.39M	0.65%	0.00%	-12.7%	Q4 2014
VVisa Inc.	$8.67M	0.60%	0.00%	+11.1%	Q3 2017
JPMJPMorgan Chase & Co	$8.41M	0.58%	0.00%	-9.1%	Q4 2014
JNJJohnson & Johnson	$7.57M	0.52%	0.00%	-27.1%	Q4 2014
KOCoca Cola Co	$7.14M	0.49%	0.00%	+23.8%	Q4 2014
EPDEnterprise Products Partners L.P.	$7.07M	0.49%	0.01%	+6.1%	Q4 2016
MRKMerck & Co., Inc.	$6.43M	0.44%	0.00%	-2.7%	Q3 2015
PMPhilip Morris International Inc.	$5.43M	0.37%	0.00%	+54.5%	Q3 2017
WMTWalmart Inc.	$5.28M	0.36%	0.00%	+23.3%	Q4 2014
COSTCostco Wholesale Corp	$5.18M	0.36%	0.00%	-19.6%	Q3 2017
MOAltria Group, Inc.	$5.1M	0.35%	0.00%	-9.1%	Q3 2017
BXBlackstone Inc.	$5.02M	0.35%	0.00%	+117.7%	Q3 2019
NFLXNetflix Inc	$4.38M	0.30%	0.00%	+0.8%	Q2 2016
MCDMcdonalds Corp	$4.07M	0.28%	0.00%	+30.9%	Q4 2014
CVXChevron Corp	$3.98M	0.27%	0.00%	-28.2%	Q4 2014
IBMInternational Business Machines Corp	$3.97M	0.27%	0.00%	+8.8%	Q2 2015
COMTChina Sky One Medical, Inc.	$3.82M	0.26%	0.84%	+6.3%	Q1 2022
MAMastercard Inc	$3.65M	0.25%	0.00%	-0.8%	Q3 2017
ETEnergy Transfer LP	$3.55M	0.25%	0.01%	+16.4%	Q4 2018
MMM3m Co	$3.11M	0.21%	0.00%	-25.9%	Q4 2014
GSGoldman Sachs Group Inc	$3.1M	0.21%	0.00%	+333.4%	Q3 2019
DELLDell Technologies Inc.	$3.08M	0.21%	0.00%	+0.6%	Q3 2019
VLOValero Energy Corp	$2.99M	0.21%	0.01%	-28.6%	Q2 2018
VZVerizon Communications Inc	$2.98M	0.21%	0.00%	-37.2%	Q2 2018
CSCOCisco Systems, Inc.	$2.79M	0.19%	0.00%	+1.7%	Q4 2014
APPAppLovin Corp	$2.64M	0.18%	0.00%	+304.1%	Q1 2024
PEPPepsico Inc	$2.57M	0.18%	0.00%	-9.4%	Q4 2014
HDHome Depot, Inc.	$2.54M	0.18%	0.00%	-0.8%	Q4 2014
ARCCAres Capital Corp	$2.54M	0.18%	0.02%	+97.5%	Q4 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$2.52M	0.17%	Not reported	-9.9%	Q3 2017
MKLMarkel Group Inc.	$2.48M	0.17%	0.01%	+672.6%	Q2 2015
GLPIGaming & Leisure Properties, Inc.	$2.48M	0.17%	0.02%	+56.5%	Q3 2019
NOWServiceNow, Inc.	$2.43M	0.17%	0.00%	-3.6%	Q2 2019

Q2 2025Reported Aug 14, 20251,060 positions
XOMExxonMobil Holdings Corp	$86.6M	7.64%	0.02%	-36.8%	Q4 2014
NVDANvidia Corp	$47.1M	4.16%	0.00%	+2.1%	Q3 2017
MSFTMicrosoft Corp	$29.7M	2.62%	0.00%	+1.4%	Q3 2015
AAPLApple Inc.	$29.6M	2.62%	0.00%	+1.2%	Q4 2014
AMZNAmazon Com Inc	$20.1M	1.77%	0.00%	+2.8%	Q3 2016
AVGOBroadcom Inc.	$16.9M	1.49%	0.00%	+7.2%	Q1 2019
TSLATesla, Inc.	$14.2M	1.26%	0.00%	-1.9%	Q3 2019
BALTBaltic Trading Ltd	$13.3M	1.17%	Not reported	+1.5%	Q3 2022
QQQInvesco QQQ Trust, Series 1	$13.1M	1.15%	Not reported	-7.3%	Q2 2018
IAUIshares Gold Trust	$12.5M	1.10%	0.03%	-32.5%	Q1 2019
PGPROCTER & GAMBLE Co	$11.5M	1.01%	0.00%	+4.9%	Q4 2014
GOOGLAlphabet Inc.	$9.31M	0.82%	0.00%	+11.5%	Q4 2016
METAMeta Platforms, Inc.	$8.32M	0.73%	Not reported	+4.3%	Q4 2014
ABBVAbbVie Inc.	$8.26M	0.73%	0.00%	+14.9%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$8.13M	0.72%	Not reported	-10.4%	Q3 2017
JNJJohnson & Johnson	$8.1M	0.72%	0.00%	+35.1%	Q4 2014
MRKMerck & Co., Inc.	$7.83M	0.69%	0.00%	-0.8%	Q3 2015
VVisa Inc.	$7.23M	0.64%	0.00%	+2.1%	Q3 2017
JPMJPMorgan Chase & Co	$7.04M	0.62%	0.00%	+14.8%	Q4 2014
GOOGAlphabet Inc.	$6.76M	0.60%	Not reported	+3.9%	Q3 2017
EPDEnterprise Products Partners L.P.	$6.68M	0.59%	0.01%	-3.2%	Q4 2016
COSTCostco Wholesale Corp	$6.37M	0.56%	0.00%	-2.2%	Q3 2017
KOCoca Cola Co	$5.42M	0.48%	0.00%	+0.1%	Q4 2014
CVXChevron Corp	$5.16M	0.46%	0.00%	+42.6%	Q4 2014
PLTRPalantir Technologies Inc.	$4.76M	0.42%	0.00%	-18.6%	Q1 2023
MOAltria Group, Inc.	$4.44M	0.39%	0.01%	+11.6%	Q3 2017
VZVerizon Communications Inc	$4.32M	0.38%	0.00%	+48.1%	Q2 2018
BRK.BBerkshire Hathaway Inc	$4.1M	0.36%	Not reported	-2.7%	Q4 2014
WMTWalmart Inc.	$3.75M	0.33%	0.00%	-12.5%	Q4 2014
MMM3m Co	$3.49M	0.31%	0.01%	+30.8%	Q4 2014
ETEnergy Transfer LP	$3.48M	0.31%	0.01%	+2.8%	Q4 2018
MAMastercard Inc	$3.4M	0.30%	0.00%	+4.6%	Q3 2017
COMTChina Sky One Medical, Inc.	$3.39M	0.30%	0.79%	+0.6%	Q1 2022
NFLXNetflix Inc	$3.23M	0.28%	0.00%	-0.3%	Q2 2016
PEPPepsico Inc	$3.07M	0.27%	0.00%	+18.4%	Q4 2014
VLOValero Energy Corp	$3.02M	0.27%	0.01%	+28.1%	Q2 2018
MCDMcdonalds Corp	$2.96M	0.26%	0.00%	+18.5%	Q4 2014
NOWServiceNow, Inc.	$2.91M	0.26%	0.00%	-5.4%	Q2 2019
TAt&T Inc.	$2.86M	0.25%	0.00%	+93.3%	Q2 2015
IBMInternational Business Machines Corp	$2.84M	0.25%	0.00%	+0.2%	Q2 2015
PMPhilip Morris International Inc.	$2.61M	0.23%	0.00%	+2.7%	Q3 2017
EOSEaton Vance Enhanced Equity Income Fund II	$2.57M	0.23%	Not reported	-8.2%	Q1 2020
MPCMarathon Petroleum Corp	$2.57M	0.23%	0.01%	+26.3%	Q2 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$2.56M	0.23%	Not reported	-5.0%	Q3 2017
KMIKinder Morgan, Inc.	$2.55M	0.22%	0.00%	+15.4%	Q4 2014
INTCIntel Corp	$2.54M	0.22%	0.00%	+1479.8%	Q4 2014
DELLDell Technologies Inc.	$2.49M	0.22%	0.00%	0.0%	Q3 2019
HDHome Depot, Inc.	$2.46M	0.22%	0.00%	+0.1%	Q4 2014
SBUXStarbucks Corp	$2.4M	0.21%	0.00%	+1.5%	Q3 2017
CSCOCisco Systems, Inc.	$2.37M	0.21%	0.00%	+4.6%	Q4 2014

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