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Portfolio (Quarterly) Guide ↗

CAMELOT TECHNOLOGY ADVISORS, INC.

· CIK 0002021818
13F Portfolio $138M AUM 59 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 14 Added 20 Reduced 3 Exited
Page 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 71,600.0 $1.5M 1.10% -18K -19.6% $21.17 +3408.4%
22 XLY SELECT SECTOR SPDR TR 13,499.0 $1.5M 1.07% -3K -18.5% $108.98 +8.9%
23 XLB SELECT SECTOR SPDR TR 25,126.0 $1.3M 0.91% $49.97 +0.1%
24 IWM ISHARES TR 4,948.0 $1.2M 0.89% $248.00 +13.9%
25 EWJ ISHARES INC 14,047.0 $1.2M 0.86% $84.44 +8.2%
26 FANG DIAMONDBACK ENERGY INC Energy 5,639.0 $1.1M 0.81% -665.0 -10.6% $197.79 +1.6%
27 EFAX SPDR INDEX SHS FDS 20,839.0 $1.0M 0.75% +882.0 +4.4% $49.77 +8.1%
28 LQD ISHARES TR 9,222.0 $1.0M 0.73% -435.0 -4.5% $108.99 -0.7%
29 XLV SELECT SECTOR SPDR TR 6,650.0 $975K 0.71% +155.0 +2.4% $146.60 +1.1%
30 XLU SELECT SECTOR SPDR TR 18,724.0 $859K 0.62% -872.0 -4.5% $45.89 -1.9%
31 GWX SPDR INDEX SHS FDS 19,449.0 $821K 0.59% $42.23 +8.6%
32 A AGILENT TECHNOLOGIES INC Healthcare 7,132.0 $813K 0.59% $113.98 +0.7%
33 TBT PROSHARES TR 23,083.0 $811K 0.59% +187.0 +0.8% $35.14 +5.2%
34 ILF ISHARES TR 21,934.0 $779K 0.56% NEW $35.52 -0.8%
35 XLK SELECT SECTOR SPDR TR 5,388.0 $716K 0.52% -331.0 -5.8% $132.90 +34.4%
36 DBB INVESCO DB MULTI-SECTOR COMM Financial Services 29,738.0 $699K 0.51% -928.0 -3.0% $23.50 +9.7%
37 RWR SPDR SERIES TRUST 6,776.0 $684K 0.50% $100.97 +9.9%
38 IVE ISHARES TR 3,080.0 $650K 0.47% -23.0 -0.7% $211.14 +7.1%
39 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 23,438.0 $640K 0.46% -3K -9.7% $27.32 +1.1%
40 AAXJ ISHARES TR 6,511.0 $627K 0.46% NEW $96.29 +18.6%
Page 2 of 3  ·  59 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 75.8%
Energy 11.5%
Consumer Cyclical 6.4%
Technology 2.8%
Healthcare 2.4%
Communication Services 1.1%