CAMELOT PORTFOLIOS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BCO | 4K | $523.48K |
 | LULU | 4K | $765.10K |
 | CAH | 4K | $662.68K |
 | HIG | 4K | $556.39K |
 | KMB | 4K | $494.83K |
 | GE | 4K | $1.15M |
 | BDX | 3K | $653.32K |
 | IQV | 3K | $644.73K |
 | OMC | 3K | $275.79K |
 | VTR | 3K | $222.20K |
 | C | 3K | $316.06K |
 | EMR | 3K | $393.54K |
 | GEHC | 3K | $221.66K |
 | UNH | 3K | $981.81K |
 | SIMO | 3K | $265.68K |
 | TJX | 3K | $404.71K |
 | GPN | 3K | $231.84K |
 | MSFT | 3K | $1.43M |
 | IEX | 3K | $444.40K |
 | WMT | 3K | $270.64K |
The Brink's Company
BCO
Shares Held
4K
Value
$523.48K
Lululemon Athletica Inc.
LULU
Shares Held
4K
Value
$765.10K
Cardinal Health, Inc.
CAH
Shares Held
4K
Value
$662.68K
The Hartford Financial Services Group, Inc.
HIG
Shares Held
4K
Value
$556.39K
Kimberly-Clark Corporation
KMB
Shares Held
4K
Value
$494.83K
GE Aerospace
GE
Shares Held
4K
Value
$1.15M
Becton, Dickinson and Company
BDX
Shares Held
3K
Value
$653.32K
IQVIA Holdings Inc.
IQV
Shares Held
3K
Value
$644.73K
Omnicom Group Inc.
OMC
Shares Held
3K
Value
$275.79K
Ventas, Inc.
VTR
Shares Held
3K
Value
$222.20K
Citigroup Inc.
C
Shares Held
3K
Value
$316.06K
Emerson Electric Co.
EMR
Shares Held
3K
Value
$393.54K
GE HealthCare Technologies Inc.
GEHC
Shares Held
3K
Value
$221.66K
UnitedHealth Group Incorporated
UNH
Shares Held
3K
Value
$981.81K
Silicon Motion Technology Corporation
SIMO
Shares Held
3K
Value
$265.68K
The TJX Companies, Inc.
TJX
Shares Held
3K
Value
$404.71K
Global Payments Inc.
GPN
Shares Held
3K
Value
$231.84K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.43M
IDEX Corporation
IEX
Shares Held
3K
Value
$444.40K
Walmart Inc.
WMT
Shares Held
3K
Value
$270.64K