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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 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLY SELECT SECTOR SPDR TR 13,803.0 $1.6M 1.09% +304.0 +2.2% $117.28 -0.1%
22 IWM ISHARES TR 4,958.0 $1.5M 1.00% $300.46 -1.6%
23 EFAX SPDR INDEX SHS FDS 25,484.0 $1.4M 0.93% +5K +22.3% $54.12 +2.9%
24 XLF SELECT SECTOR SPDR TR 24,004.0 $1.3M 0.86% -15K -38.5% $53.61 +8.4%
25 EWJ ISHARES INC 13,217.0 $1.2M 0.83% -830.0 -5.9% $93.27 +2.8%
26 XLP SELECT SECTOR SPDR TR 13,326.0 $1.1M 0.74% -14K -50.7% $83.07 +2.9%
27 AAXJ ISHARES TR 8,721.0 $1.0M 0.70% +2K +33.9% $119.33 -2.1%
28 XLK SELECT SECTOR SPDR TR 5,391.0 $1.0M 0.69% $190.52 -2.5%
29 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 36,952.0 $986K 0.66% +14K +57.7% $26.67 +9.4%
30 LQD ISHARES TR 8,874.0 $968K 0.65% -348.0 -3.8% $109.07 -2.5%
31 FANG DIAMONDBACK ENERGY INC Energy 5,472.0 $962K 0.65% -167.0 -3.0% $175.78 +12.5%
32 RWR SPDR SERIES TRUST 8,275.0 $935K 0.63% +1K +22.1% $112.97 -0.1%
33 ILF ISHARES TR 27,489.0 $928K 0.62% +6K +25.3% $33.75 +2.7%
34 FROG JFROG LTD Technology 10,169.0 $924K 0.62% $90.88 +8.6%
35 XLV SELECT SECTOR SPDR TR 5,326.0 $845K 0.57% -1K -19.9% $158.66 +7.9%
36 DBB INVESCO DB MULTI-SECTOR COMM Financial Services 34,888.0 $841K 0.56% +5K +17.3% $24.10 +5.7%
37 A AGILENT TECHNOLOGIES INC Healthcare 6,244.0 $829K 0.56% -888.0 -12.4% $132.83 +15.8%
38 TBT PROSHARES TR 22,847.0 $798K 0.54% -236.0 -1.0% $34.94 +8.1%
39 GWX SPDR INDEX SHS FDS 16,839.0 $737K 0.49% -3K -13.4% $43.76 +6.4%
40 IVE ISHARES TR 3,090.0 $702K 0.47% $227.09 +4.5%
Page 2 of 4  ·  61 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%