Stock Taper 
CAMELOT PORTFOLIOS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Granite Point Mortgage Trust Inc. | GPMT | 309.53K | $464.29K |
 Teekay Corporation | TK | 104.9K | $1.05M |
 Stellantis N.V. | STLA | 95.32K | $547.15K |
 Kenvue Inc. | KVUE | 88.06K | $1.68M |
 MidCap Financial Investment Corporation | MFIC | 62.65K | $631.48K |
 The AES Corporation | AES | 49.8K | $730.03K |
 Sirius XM Holdings Inc. | SIRI | 47.14K | $1.39M |
 The Magnum Ice Cream Company N.V. | MICC | 44.8K | $779.97K |
 Ford Motor Company | F | 43.63K | $606.45K |
 V.F. Corporation | VFC | 36.85K | $614.73K |
 Pinterest, Inc. | PINS | 32.6K | $685.63K |
 Energy Transfer LP | ET | 31.17K | $595.99K |
 Kayne Anderson Energy Infrastructure Fund Inc. | KYN | 31.15K | $430.84K |
 BNY Mellon Strategic Municipal Bond Fund, Inc. | DSM | 30.36K | $186.73K |
 Baxter International Inc. | BAX | 29.95K | $638.63K |
 Host Hotels & Resorts, Inc. | HST | 28.68K | $679.93K |
 Kinder Morgan, Inc. | KMI | 28.39K | $907.53K |
 The Macerich Company | MAC | 24.83K | $625.54K |
 PayPal Holdings, Inc. | PYPL | 24.12K | $1.04M |
 Yum China Holdings, Inc. | YUMC | 23.71K | $969.08K |