Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2010 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
COHEN & STEERS REIT & PREFERRED INCOME (RNP) | 45 | Q2 2024 | 5.1% |
EATON VANCE LTD DUR INCOME F | 45 | Q2 2024 | 4.6% |
VANGUARD MID-CAP ETF (VO) | 45 | Q2 2024 | 2.1% |
WISDOMTREE TR EMERGING MKTS YIELDING EQUITY F (DEM) | 45 | Q2 2024 | 1.9% |
VANGUARD SMALL-CAP ETF (VB) | 45 | Q2 2024 | 2.5% |
VANGUARD VALUE ETF (VTV) | 45 | Q2 2024 | 2.3% |
VANGUARD INTL EQUITY INDEX F VEU | 45 | Q2 2024 | 2.2% |
FORD MTR CO DEL COM | 45 | Q2 2024 | 1.9% |
EXXON MOBIL CORP (XOM) | 45 | Q2 2024 | 2.4% |
VANGUARD INDEX FDS VUG | 45 | Q2 2024 | 1.5% |
View Camelot Portfolios, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-09-03 |
13F-HR | 2024-08-12 |
13F-HR | 2024-05-08 |
13F-HR | 2024-01-23 |
13F-HR | 2023-10-20 |
13F-HR | 2023-07-25 |
13F-HR | 2023-04-20 |
13F-HR | 2023-01-25 |
13F-HR | 2022-10-31 |
13F-HR | 2022-07-18 |
View Camelot Portfolios, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.