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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 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IDEV ISHARES TR 7,120.0 $634K 0.43% $89.01 +4.4%
42 XLB SELECT SECTOR SPDR TR 12,301.0 $625K 0.42% -13K -51.0% $50.83 +4.6%
43 FCOR FIDELITY MERRIMACK STR TR 12,995.0 $613K 0.41% $47.15 -2.1%
44 VBR VANGUARD INDEX FDS 2,333.0 $567K 0.38% $243.01 +1.6%
45 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,581.0 $553K 0.37% $350.07 -8.6%
46 TBF PROSHARES TR 20,914.0 $507K 0.34% +132.0 +0.6% $24.23 +4.3%
47 TIP ISHARES TR 4,294.0 $470K 0.32% +409.0 +10.5% $109.44 -2.3%
48 VUG VANGUARD INDEX FDS 5,400.0 $465K 0.31% +4K +500.0% $86.14 +2.8%
49 XLU SELECT SECTOR SPDR TR 9,844.0 $446K 0.30% -9K -47.4% $45.34 -5.8%
50 YELP YELP INC Communication Services 15,507.0 $380K 0.26% $24.52 -5.5%
51 WISE GROUP PLC 31,499.0 $375K 0.25% NEW $11.91
52 ACWX ISHARES TR 4,770.0 $363K 0.24% +39.0 +0.8% $76.11 +2.0%
53 FMUN FIDELITY MERRIMACK STR TR 5,649.0 $285K 0.19% +46.0 +0.8% $50.41 -2.6%
54 IJS ISHARES TR 2,002.0 $274K 0.18% $136.67 +0.6%
55 XLC SELECT SECTOR SPDR TR 2,513.0 $269K 0.18% -2K -41.7% $107.13 +5.5%
56 VB VANGUARD INDEX FDS 869.0 $263K 0.18% $303.12 -0.8%
57 BERKSHIRE HATHAWAY INC DEL 526.0 $263K 0.18% -23.0 -4.2% $500.39
58 BWX SPDR SERIES TRUST 11,676.0 $253K 0.17% $21.68 +0.6%
59 VWO VANGUARD INTL EQUITY INDEX F 3,940.0 $235K 0.16% $59.69 +1.8%
60 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 3 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%