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Portfolio (Quarterly) Guide ↗

CAMELOT TECHNOLOGY ADVISORS, INC.

· CIK 0002021818
13F Portfolio $149M AUM 61 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 19 Added 23 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 10,901.0 $8.0M 5.40% +3K +46.9% $736.41 -2.7%
2 IWC ISHARES TR 18,894.0 $3.8M 2.54% +124.0 +0.7% $200.04 -2.5%
3 IAGG ISHARES TR 68,003.0 $3.4M 2.31% +509.0 +0.8% $50.60 -1.7%
4 VNQ VANGUARD INDEX FDS 32,756.0 $3.2M 2.12% +9K +39.2% $96.43 +0.8%
5 TRGP TARGA RES CORP Energy 11,099.0 $3.0M 2.00% +230.0 +2.1% $268.15 +7.3%
6 SHY ISHARES TR 21,394.0 $1.8M 1.18% +1K +6.3% $82.11 -0.3%
7 DJP BARCLAYS BANK PLC Financial Services 39,053.0 $1.7M 1.15% +32K +464.2% $43.71 +15.9%
8 XLY SELECT SECTOR SPDR TR 13,803.0 $1.6M 1.09% +304.0 +2.2% $117.28 -0.1%
9 EFAX SPDR INDEX SHS FDS 25,484.0 $1.4M 0.93% +5K +22.3% $54.12 +2.9%
10 AAXJ ISHARES TR 8,721.0 $1.0M 0.70% +2K +33.9% $119.33 -2.1%
11 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 36,952.0 $986K 0.66% +14K +57.7% $26.67 +9.4%
12 RWR SPDR SERIES TRUST 8,275.0 $935K 0.63% +1K +22.1% $112.97 -0.1%
13 ILF ISHARES TR 27,489.0 $928K 0.62% +6K +25.3% $33.75 +2.7%
14 DBB INVESCO DB MULTI-SECTOR COMM Financial Services 34,888.0 $841K 0.56% +5K +17.3% $24.10 +5.7%
15 TBF PROSHARES TR 20,914.0 $507K 0.34% +132.0 +0.6% $24.23 +4.3%
16 TIP ISHARES TR 4,294.0 $470K 0.32% +409.0 +10.5% $109.44 -2.3%
17 VUG VANGUARD INDEX FDS 5,400.0 $465K 0.31% +4K +500.0% $86.14 +2.8%
18 ACWX ISHARES TR 4,770.0 $363K 0.24% +39.0 +0.8% $76.11 +2.0%
19 FMUN FIDELITY MERRIMACK STR TR 5,649.0 $285K 0.19% +46.0 +0.8% $50.41 -2.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 74.3%
Energy 10.3%
Consumer Cyclical 7.9%
Technology 4.4%
Healthcare 2.2%
Communication Services 1.0%