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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
Page 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 48,915.0 $36.6M 24.63% -2K -4.4% $748.88 +3.2%
2 IEFA ISHARES TR 105,665.0 $10.2M 6.86% -3K -2.9% $96.58 +4.0%
3 SPY STATE STR SPDR S&P 500 ETF T Financial Services 9,326.0 $7.0M 4.68% -2K -18.4% $746.77 +3.0%
4 IEMG ISHARES INC 82,972.0 $6.9M 4.62% -3K -3.2% $82.84 -1.2%
5 XLE SELECT SECTOR SPDR TR 103,811.0 $5.5M 3.71% -11K -9.3% $53.11 +18.0%
6 XLI SELECT SECTOR SPDR TR 27,124.0 $5.0M 3.38% -3K -9.3% $185.23 -4.4%
7 CEF SPROTT ASSET MANAGEMENT LP Financial Services 69,398.0 $2.8M 1.88% -8K -10.2% $40.23 +13.2%
8 IJR ISHARES TR 15,865.0 $2.4M 1.58% -619.0 -3.8% $148.31 -1.8%
9 VOO VANGUARD INDEX FDS 2,765.0 $1.9M 1.28% -89.0 -3.1% $686.87 +3.0%
10 XLF SELECT SECTOR SPDR TR 24,004.0 $1.3M 0.86% -15K -38.5% $53.61 +8.4%
11 EWJ ISHARES INC 13,217.0 $1.2M 0.83% -830.0 -5.9% $93.27 +2.8%
12 XLP SELECT SECTOR SPDR TR 13,326.0 $1.1M 0.74% -14K -50.7% $83.07 +2.9%
13 LQD ISHARES TR 8,874.0 $968K 0.65% -348.0 -3.8% $109.07 -2.5%
14 FANG DIAMONDBACK ENERGY INC Energy 5,472.0 $962K 0.65% -167.0 -3.0% $175.78 +12.5%
15 XLV SELECT SECTOR SPDR TR 5,326.0 $845K 0.57% -1K -19.9% $158.66 +7.9%
16 A AGILENT TECHNOLOGIES INC Healthcare 6,244.0 $829K 0.56% -888.0 -12.4% $132.83 +15.8%
17 TBT PROSHARES TR 22,847.0 $798K 0.54% -236.0 -1.0% $34.94 +8.1%
18 GWX SPDR INDEX SHS FDS 16,839.0 $737K 0.49% -3K -13.4% $43.76 +6.4%
19 XLB SELECT SECTOR SPDR TR 12,301.0 $625K 0.42% -13K -51.0% $50.83 +4.6%
20 XLU SELECT SECTOR SPDR TR 9,844.0 $446K 0.30% -9K -47.4% $45.34 -5.8%
Page 1 of 2  ·  23 positions

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%