Sunbelt Securities, Inc.
CIK 1632932 · Holdings on Mar 31, 2026 · First reported May 18, 2026
Top ten holdings
Q1 2026- EXMOC14.47%
- NVDA3.30%
- AAPL2.02%
- MSFT1.83%
- AVGO1.62%
- IAU1.41%
- QQQ1.40%
- SCHG1.37%
- IVW1.31%
- IVV1.29%
Share classes counted separately30.02%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- EXMOCWeight increased · +3.49 pp10.98% → 14.47%Shares -16.75K (-1.22%)
- NVDAWeight decreased · -0.90 pp4.20% → 3.30%Shares -38.19K (-11.30%)
- SNDKWeight increased · +0.78 pp0.00% → 0.78%Shares +19.54K (+325666.67%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | EXMOCEXXON MOBIL CORPStock View history and evidence | $229.29M | 14.47% | 1.35M shares | 10.98% → 14.47%+3.49 pp -16.75K (-1.22%) | Reduced | ▾ |
| 02 | NVDANVIDIA CORPStock View history and evidence | $52.25M | 3.30% | 299.61K shares | 4.20% → 3.30%-0.90 pp -38.19K (-11.30%) | Reduced | ▾ |
| 03 | AAPLAPPLE INCStock View history and evidence | $32.05M | 2.02% | 126.28K shares | 2.27% → 2.02%-0.25 pp +1.03K (+0.82%) | Added | ▾ |
| 04 | MSFTMICROSOFT CORPStock View history and evidence | $29.07M | 1.83% | 78.52K shares | 2.44% → 1.83%-0.61 pp +2.78K (+3.68%) | Added | ▾ |
| 05 | AVGOBROADCOM INCStock View history and evidence | $25.62M | 1.62% | 82.76K shares | 1.88% → 1.62%-0.26 pp +1.50K (+1.85%) | Added | ▾ |
| 06 | IAUISHARES GOLD TRUSTETF View history and evidence | $22.36M | 1.41% | 253.67K shares | 1.42% → 1.41%-0.01 pp -8.50K (-3.24%) | Reduced | ▾ |
| 07 | QQQINVESCO QQQ TRUST SERIES 1ETF View history and evidence | $22.12M | 1.40% | 38.32K shares | 1.56% → 1.40%-0.16 pp +194 (+0.51%) | Added | ▾ |
| 08 | SCHGSCHWAB US LARGE-CAP GROWTHETF View history and evidence | $21.69M | 1.37% | 744.51K shares | 1.58% → 1.37%-0.21 pp +17.53K (+2.41%) | Added | ▾ |
| 09 | IVWISHARES S&P 500 GROWTH ETFETF View history and evidence | $20.75M | 1.31% | 183.41K shares | 1.50% → 1.31%-0.19 pp +1.55K (+0.85%) | Added | ▾ |
| 10 | IVVISHARES CORE S&P 500 ETFETF View history and evidence | $20.41M | 1.29% | 31.24K shares | 1.37% → 1.29%-0.08 pp +1.31K (+4.37%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 168
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AZNN ASTRAZENECA PLC-SPONS ADR | Non-derivative | -10,988 | -$1.01M | SEC filing ↗ | SEC filing ↗ |
| CYBR CYBERARK SOFTWARE LTD/ISRAEL | Non-derivative | -1,212 | -$540.63K | SEC filing ↗ | SEC filing ↗ |
| CRDT SIMPLIFY OPPORTUNISTIC INC | Non-derivative | -21,871 | -$509.81K | SEC filing ↗ | SEC filing ↗ |
3 / 168 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1632932 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-18
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1584099760
}Research all 2,954 reported holdings.
This page includes 30 of 2,954 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 2,954 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1632932","quarter":"2026Q1","page_size":100}
get_institutional_manager_history
{"cik":"1632932","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.