SEC 13F Intelligence

Managers / Q1 2020 · view latest →

Sunbelt Securities, Inc.

CIK 0001632932 · 2700 POST OAK BLVD, SUITE 1700, HOUSTON, TX, 77056 · 713-965-9510

Reported Value
$2.3B
Q1 2020
Positions
372
Filings on Record
32
2019–present window
Filed
May 15, 2020
original filing

Summary

Sunbelt Securities, Inc. reported $2.3B in U.S.-listed holdings across 372 positions for Q1 2020.

Its largest position, BJAN, represents 16.4% of the portfolio.

Compared with Q4 2019, the fund opened 92 new positions and exited 341.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $172MQ4 ’18Q1 ’19: $200MQ2 ’19: $230MQ3 ’19: $892MQ4 ’19: $950MQ4 ’19Q1 ’20: $2.3BQ2 ’20: $291MQ3 ’20: $360MQ4 ’20: $484MQ4 ’20Q1 ’21: $508MQ2 ’21: $556MQ3 ’21: $556MQ4 ’21: $616MQ4 ’21Q1 ’22: $546MQ3 ’22: $473MQ4 ’22: $511.8BQ1 ’23: $622MQ1 ’23Q2 ’23: $695MQ4 ’23: $794MQ1 ’24: $896MQ2 ’24: $978MQ2 ’24Q3 ’24: $1.0BQ4 ’24: $1.1BQ1 ’25: $1.1BQ2 ’25: $1.1BQ2 ’25Q3 ’25: $1.4BQ4 ’25: $1.5BQ1 ’26: $1.6Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2020

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.6B2,954May 18, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.5B2,784Feb 20, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.4B2,701Nov 19, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.1B1,805Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.1B1,795Apr 24, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.1B1,815Feb 18, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.0B1,855Nov 18, 202413F-HRchanges · EDGAR ↗
Q2 2024$978M1,770Aug 16, 202413F-HRchanges · EDGAR ↗
Q1 2024$896M1,736Apr 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$794M1,699Feb 15, 202413F-HRchanges · EDGAR ↗
Q2 2023$695M1,693Aug 16, 202313F-HRchanges · EDGAR ↗
Q1 2023$622M1,645May 17, 202313F-HRchanges · EDGAR ↗
Q4 2022$511.8B454Feb 8, 202313F-HRchanges · EDGAR ↗
Q3 2022$473M428Nov 21, 202213F-HRchanges · EDGAR ↗
Q1 2022$546M451May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$616M464Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$556M442Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$556M438Jul 29, 202113F-HRchanges · EDGAR ↗
Q1 2021$508M424May 27, 202113F-HRchanges · EDGAR ↗
Q4 2020$484M394Feb 9, 202113F-HRchanges · EDGAR ↗
Q3 2020$360M333Nov 17, 202013F-HRchanges · EDGAR ↗
Q2 2020$291M295Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$2.3B372May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$950M629Feb 26, 2020RESTATEMENTchanges · EDGAR ↗
Q3 2019$892M612Nov 15, 201913F-HRchanges · EDGAR ↗
Q2 2019$230M261Aug 1, 201913F-HRchanges · EDGAR ↗
Q1 2019$200M229May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$172M212Feb 14, 2019RESTATEMENTchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.