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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 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLC SELECT SECTOR SPDR TR 2,513.0 $269K 0.18% -2K -41.7% $107.13 +5.5%
22 BERKSHIRE HATHAWAY INC DEL 526.0 $263K 0.18% -23.0 -4.2% $500.39
23 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 12,200.0 $226K 0.15% -59K -83.0% $18.53 +4051.9%
Page 2 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%