Stock Taper 
CAMELOT PORTFOLIOS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lamb Weston Holdings, Inc. | LW | 15K | $647.7K |
 Amrize Ltd | AMRZ | 15.3K | $815.61K |
 Under Armour, Inc. | UA | 16.6K | $103.25K |
 U-Haul Holding Company | UHAL-B | 17.08K | $985.62K |
 Eversource Energy | ES | 17.31K | $1.25M |
 Millrose Properties, Inc. | MRP | 17.72K | $532.46K |
 Camping World Holdings, Inc. | CWH | 18K | $137.34K |
 Fluor Corporation | FLR | 18.07K | $946.69K |
 ING Groep N.V. | ING | 19.57K | $613.95K |
 Polaris Inc. | PII | 20.19K | $1.38M |
 Warner Bros. Discovery, Inc. | WBD | 20.41K | $544.26K |
 Perdoceo Education Corporation | PRDO | 22.33K | $714.49K |
 Yum China Holdings, Inc. | YUMC | 23.71K | $969.08K |
 PayPal Holdings, Inc. | PYPL | 24.12K | $1.04M |
 The Macerich Company | MAC | 24.83K | $625.54K |
 Kinder Morgan, Inc. | KMI | 28.39K | $907.53K |
 Host Hotels & Resorts, Inc. | HST | 28.68K | $679.93K |
 Baxter International Inc. | BAX | 29.95K | $638.63K |
 BNY Mellon Strategic Municipal Bond Fund, Inc. | DSM | 30.36K | $186.73K |
 Kayne Anderson Energy Infrastructure Fund Inc. | KYN | 31.15K | $430.84K |