CAMELOT TECHNOLOGY ADVISORS, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, CAMELOT TECHNOLOGY ADVISORS, INC. held in its portfolio 54 assets valued at $134,751,309 (i.e. $134.75M).
The most valuable assets in the portfolio included: ISHARES TR ($38.50M), ISHARES TR ($9.17M), and SPDR S&P 500 ETF TR ($8.82M).
The chart below shows the top 10 valuable assets, and the table below shows the top 54 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CAMELOT TECHNOLOGY ADVISORS, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 56206 | 38497813 | CORE S&P500 ETF |
| ISHARES TR | 102514 | 9170930 | CORE MSCI EAFE |
| SPDR S&P 500 ETF TR | 100064 | 8821822 | TR UNIT |
| SPROTT ASSET MANAGEMENT LP | 229885 | 7590803 | PHYSICAL GOLD TR |
| INVESCO QQQ TR | 9359 | 5749538 | UNIT SER 1 |
| SELECT SECTOR SPDR TR | 32683 | 5069759 | STATE STREET IND |
| ISHARES INC | 74706 | 5021740 | CORE MSCI EMKT |
| SELECT SECTOR SPDR TR | 45270 | 4207766 | STATE STREET CON |
| VANGUARD TAX-MANAGED FDS | 66552 | 4157531 | VAN FTSE DEV MKT |
| SELECT SECTOR SPDR TR | 79254 | 3543453 | STATE STREET ENE |
| ISHARES TR | 18708 | 2950199 | MICRO-CAP ETF |
| ISHARES TR | 57213 | 2861208 | CORE INTL AGGR |
| DUTCH BROS INC | 42031 | 2573138 | CL A |
| SELECT SECTOR SPDR TR | 41281 | 2260979 | STATE STREET FIN |
| ISHARES TR | 17579 | 2112627 | CORE S&P SCP ETF |
| TARGA RES CORP | 10827 | 1997570 | COM |
| ISHARES TR | 23035 | 1907732 | 1 3 YR TREAS BD |
| VANGUARD INDEX FDS | 2847 | 1785509 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 20118 | 1780202 | REAL ESTATE ETF |
| SPROTT ASSET MANAGEMENT LP | 34479 | 1579142 | PHYSICAL GOLD AN |
| ISHARES TR | 4941 | 1216320 | RUSSELL 2000 ETF |
| ISHARES INC | 14047 | 1134170 | MSCI JAPAN ETF |
| SELECT SECTOR SPDR TR | 25002 | 1133842 | STATE STREET MAT |
| ISHARES TR | 9657 | 1064084 | IBOXX INV CP ETF |
| SPDR INDEX SHS FDS | 19957 | 1007137 | MSCI EAFE FS ETF |
| SELECT SECTOR SPDR TR | 6495 | 1005501 | STATE STREET HEA |
| AGILENT TECHNOLOGIES INC | 7132 | 970481 | COM |
| DIAMONDBACK ENERGY INC | 6304 | 947710 | COM |
| SELECT SECTOR SPDR TR | 19596 | 836573 | STATE STREET UTI |
| SELECT SECTOR SPDR TR | 5719 | 823355 | STATE STREET TEC |
| PROSHARES TR | 22896 | 799979 | PSHS ULTSH 20YRS |
| SPDR INDEX SHS FDS | 19449 | 794701 | S&P INTL SMLCP |
| INVESCO DB MULTI-SECTOR COMM | 30666 | 703475 | BASE METALS FD |
| FIDELITY MERRIMACK STR TR | 14166 | 677554 | CORP BOND ETF |
| SPDR SERIES TRUST | 6748 | 662837 | STATE STREET SPD |
| INVESCO DB MULTI-SECTOR COMM | 25940 | 661996 | AGRICULTURE FD |
| ISHARES TR | 3103 | 658027 | S&P 500 VAL ETF |
| JFROG LTD | 10169 | 635156 | ORD SHS |
| ISHARES TR | 7120 | 587258 | CORE MSCI INTL |
| SELECT SECTOR SPDR TR | 4396 | 517460 | STATE STREET COM |
| VANGUARD INDEX FDS | 2326 | 492579 | SM CP VAL ETF |
| YELP INC | 15507 | 471258 | CL A |
| VANGUARD INDEX FDS | 900 | 439074 | GROWTH ETF |
| ISHARES TR | 5269 | 353698 | MSCI ACWI EX US |
| KEYSIGHT TECHNOLOGIES INC | 1581 | 321243 | COM |
| FIDELITY MERRIMACK STR TR | 5558 | 279209 | SYSTEMATIC MUN |
| BERKSHIRE HATHAWAY INC DEL | 549 | 275955 | CL B NEW |
| BOEING CO | 4200 | 269032 | COM |
| REDDIT INC | 6278 | 258242 | CL A |
| ISHARES TR | 2202 | 241994 | TIPS BD ETF |
| ISHARES TR | 1996 | 227013 | SP SMCP600VL ETF |
| VANGUARD INDEX FDS | 869 | 224159 | SMALL CP ETF |
| VANGUARD INTL EQUITY INDEX F | 3939 | 211777 | FTSE EMR MKT ETF |
| BARCLAYS BANK PLC | 5557 | 208999 | DJUBS CMDT ETN36 |
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