CAMELOT PORTFOLIOS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LAD | 3K | $809.97K |
 | SYY | 3K | $209.88K |
 | HUM | 2K | $619.76K |
 | CDW | 2K | $378.49K |
 | SO | 2K | $208.49K |
 | META | 2K | $1.61M |
 | CVX | 2K | $338.76K |
 | BIIB | 2K | $294.17K |
 | GOOG | 2K | $487.10K |
 | ADBE | 2K | $691.33K |
 | LOW | 2K | $489.55K |
 | RTX | 2K | $325.74K |
 | RGA | 2K | $365.17K |
 | VEEV | 2K | $561.64K |
 | JLL | 2K | $503.58K |
 | PEP | 2K | $213.65K |
 | CMI | 1K | $632.35K |
 | LH | 1K | $405.63K |
 | HON | 1K | $297.22K |
 | RS | 1K | $347.98K |
Lithia Motors, Inc.
LAD
Shares Held
3K
Value
$809.97K
Sysco Corporation
SYY
Shares Held
3K
Value
$209.88K
Humana Inc.
HUM
Shares Held
2K
Value
$619.76K
CDW Corporation
CDW
Shares Held
2K
Value
$378.49K
The Southern Company
SO
Shares Held
2K
Value
$208.49K
Meta Platforms, Inc.
META
Shares Held
2K
Value
$1.61M
Chevron Corporation
CVX
Shares Held
2K
Value
$338.76K
Biogen Inc.
BIIB
Shares Held
2K
Value
$294.17K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$487.10K
Adobe Inc.
ADBE
Shares Held
2K
Value
$691.33K
Lowe's Companies, Inc.
LOW
Shares Held
2K
Value
$489.55K
RTX Corporation
RTX
Shares Held
2K
Value
$325.74K
Reinsurance Group of America, Incorporated
RGA
Shares Held
2K
Value
$365.17K
Veeva Systems Inc.
VEEV
Shares Held
2K
Value
$561.64K
Jones Lang LaSalle Incorporated
JLL
Shares Held
2K
Value
$503.58K
PepsiCo, Inc.
PEP
Shares Held
2K
Value
$213.65K
Cummins Inc.
CMI
Shares Held
1K
Value
$632.35K
Labcorp Holdings Inc.
LH
Shares Held
1K
Value
$405.63K
Honeywell International Inc.
HON
Shares Held
1K
Value
$297.22K
Reliance Steel & Aluminum Co.
RS
Shares Held
1K
Value
$347.98K