Sunbelt Securities, Inc.
Broker-DealerTop Portfolio Positions
2,038 positions ·
$942,841,033 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
1,351,473 | $229,290,909 | 24.32% | |
| NVDA |
Nvidia Corp
Technology
|
299,607 | $52,251,460 | 5.54% | |
| AAPL |
Apple Inc.
Technology
|
126,284 | $32,049,616 | 3.40% | |
| MSFT |
Microsoft Corp
Technology
|
78,521 | $29,066,118 | 3.08% | |
| AVGO |
Broadcom Inc.
Technology
|
82,762 | $25,615,666 | 2.72% | |
| IAU |
Ishares Gold Trust
|
253,669 | $22,363,459 | 2.37% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
38,321 | $22,118,114 | 2.35% | |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
1,186,168 | $19,702,250 | 2.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
88,838 | $18,502,290 | 1.96% | |
| SPY |
Spdr S&P 500 ETF Trust
|
23,457 | $15,255,025 | 1.62% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CSWC
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $819,103 | 37,030 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $786,325 | 35,500 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $985,886 | 45,100 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $820,527 | 37,229 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $875,591 | 39,229 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $812,031 | 37,215 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $617,404 | 24,413 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $636,622 | 24,401 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $608,749 | 24,389 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $460,514 | 19,431 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $444,695 | 19,419 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $382,725 | 19,408 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $313,319 | 17,622 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $317,393 | 18,561 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $275,037 | 16,236 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $202,380 | 10,987 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $262,382 | 11,057 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $228,960 | 9,057 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||