Camelot Technology Advisors, Inc. Top Holdings and 13F Report (2026) About Camelot Technology Advisors, Inc.Investment ActivityCamelot Technology Advisors, Inc. has $137.93 million in total holdings as of March 31, 2026.Camelot Technology Advisors, Inc. owns shares of 58 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 6.69% of the portfolio was purchased this quarter.About 6.30% of the portfolio was sold this quarter.This quarter, Camelot Technology Advisors, Inc. has purchased 55 new stocks and bought additional shares in 21 stocks.Camelot Technology Advisors, Inc. sold shares of 20 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $33,432,343iShares Core MSCI EAFE ETF $9,849,251SPDR S&P 500 ETF Trust $8,946,810SPROTT ASSET MANAGEMENT LP $8,278,873Energy Select Sector SPDR Fund $7,009,004 Largest New Holdings this Quarter 464287390 - iShares Latin America 40 ETF $779,101 Holding464288182 - iShares MSCI All Country Asia ex Japan ETF $626,944 Holding74347X849 - ProShares Short 20+ Year Treasury $503,560 Holding78464A516 - SPDR Bloomberg International Treasury Bond ETF $255,482 Holding674599105 - Occidental Petroleum $221,794 Holding Largest Purchases this Quarter Energy Select Sector SPDR Fund 35,160 shares (about $2.15M)SPROTT ASSET MANAGEMENT LP 42,758 shares (about $2.04M)iShares Latin America 40 ETF 21,934 shares (about $779.10K)iShares Core MSCI Emerging Markets ETF 11,051 shares (about $770.81K)iShares MSCI All Country Asia ex Japan ETF 6,511 shares (about $626.94K) Largest Sales this Quarter iShares Core S&P 500 ETF 5,024 shares (about $3.28M)SPDR S&P 500 ETF Trust 17,038 shares (about $1.84M)Invesco QQQ 1,937 shares (about $1.12M)Industrial Select Sector SPDR Fund 2,768 shares (about $447.67K)Consumer Discretionary Select Sector SPDR Fund 3,063 shares (about $333.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCamelot Technology Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$33,432,343$3,281,702 ▼-8.9%51,18224.2%ETFIEFAiShares Core MSCI EAFE ETF$9,849,251$568,621 ▲6.1%108,7957.1%ETFSPYSPDR S&P 500 ETF Trust$8,946,810$1,836,000 ▼-17.0%83,0266.5%FinanceSPROTT ASSET MANAGEMENT LP$8,278,873$131,766 ▲1.6%233,6036.0%PHYSICAL GOLD TRXLEEnergy Select Sector SPDR Fund$7,009,004$2,153,902 ▲44.4%114,4145.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$5,981,552$770,807 ▲14.8%85,7574.3%ETFXLIIndustrial Select Sector SPDR Fund$4,838,184$447,672 ▼-8.5%29,9153.5%ETFQQQInvesco QQQ$4,283,914$1,118,020 ▼-20.7%7,4223.1%FinanceVEAVanguard FTSE Developed Markets ETF$4,198,593$66,067 ▼-1.5%65,5213.0%ETFSPROTT ASSET MANAGEMENT LP$3,685,754$2,040,414 ▲124.0%77,2372.7%PHYSICAL GOLD ANIAGGiShares Core International Aggregate Bond ETF$3,377,418$514,464 ▲18.0%67,4942.4%ETFIWCiShares Micro-Cap ETF$2,995,906$9,896 ▲0.3%18,7702.2%ETFTRGPTarga Resources$2,725,268$10,531 ▲0.4%10,8692.0%EnergyXLPConsumer Staples Select Sector SPDR Fund$2,216,800$136,659 ▼-5.8%27,0411.6%ETFBROSDutch Bros$2,129,2900.0%42,0311.5%Retail/WholesaleVNQVanguard Real Estate ETF$2,086,718$302,284 ▲16.9%23,5261.5%ETFIJRiShares Core S&P Small-Cap ETF$2,049,081$136,116 ▼-6.2%16,4841.5%ETFXLFFinancial Select Sector SPDR Fund$1,928,421$109,600 ▼-5.4%39,0611.4%ETFVOOVanguard S&P 500 ETF$1,705,482$4,183 ▲0.2%2,8541.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,661,258$240,779 ▼-12.7%20,1191.2%ManufacturingXLYConsumer Discretionary Select Sector SPDR Fund$1,471,106$333,802 ▼-18.5%13,4991.1%FinanceXLBMaterials Select Sector SPDR Fund$1,255,541$6,196 ▲0.5%25,1260.9%ETFIWMiShares Russell 2000 ETF$1,227,128$1,736 ▲0.1%4,9480.9%FinanceEWJiShares MSCI Japan ETF$1,186,0980.0%14,0470.9%ETFFANGDiamondback Energy$1,115,317$131,528 ▼-10.5%5,6390.8%EnergyEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$1,037,055$43,893 ▲4.4%20,8390.8%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,005,069$47,409 ▼-4.5%9,2220.7%FinanceXLVHealth Care Select Sector SPDR Fund$974,889$22,723 ▲2.4%6,6500.7%ETFXLUUtilities Select Sector SPDR Fund$859,236$40,016 ▼-4.4%18,7240.6%ETFGWXSPDR S&P International Small Cap ETF$821,3460.0%19,4490.6%ETFAAgilent Technologies$812,9300.0%7,1320.6%MedicalTBTProShares UltraShort 20+ Year Treasury$811,139$6,571 ▲0.8%23,0830.6%ETFILFiShares Latin America 40 ETF$779,101$779,101 ▲New Holding21,9340.6%ETFXLKTechnology Select Sector SPDR Fund$716,068$43,990 ▼-5.8%5,3880.5%ETFDBBInvesco DB Base Metals Fund$698,838$21,808 ▼-3.0%29,7380.5%FinanceRWRSPDR Dow Jones REIT ETF$684,175$2,827 ▲0.4%6,7760.5%ETFIVEiShares S&P 500 Value ETF$650,301$4,856 ▼-0.7%3,0800.5%ETFDBAInvesco DB Agriculture Fund$640,334$68,355 ▼-9.6%23,4380.5%FinanceAAXJiShares MSCI All Country Asia ex Japan ETF$626,944$626,944 ▲New Holding6,5110.5%ETFFCORFidelity Corporate Bond ETF$612,449$55,189 ▼-8.3%12,9950.4%ETFIDEViShares Core MSCI International Developed Markets ETF$595,0180.0%7,1200.4%ETFVBRVanguard Small-Cap Value ETF$506,178$869 ▲0.2%2,3300.4%ETFTBFProShares Short 20+ Year Treasury$503,560$503,560 ▲New Holding20,7820.4%ETFXLCCommunication Services Select Sector SPDR Fund$477,702$9,645 ▼-2.0%4,3090.3%ETFFROGJFrog$477,2310.0%10,1690.3%Computer and TechnologyKEYSKeysight Technologies$446,4270.0%1,5810.3%Computer and TechnologyTIPiShares TIPS Bond ETF$428,721$185,724 ▲76.4%3,8850.3%ETFVUGVanguard Growth ETF$393,1110.0%9000.3%ETFYELPYelp$383,6430.0%15,5070.3%Computer and TechnologyDJPiPath Bloomberg Commodity Index Total Return ETN$333,225$65,711 ▲24.6%6,9220.2%FinanceACWXiShares MSCI ACWI ex U.S. ETF$323,921$36,836 ▼-10.2%4,7310.2%ManufacturingFIDELITY MERRIMACK STR TR$278,079$2,233 ▲0.8%5,6030.2%SYSTEMATIC MUNBRK.BBerkshire Hathaway$263,0810.0%5490.2%FinanceBWXSPDR Bloomberg International Treasury Bond ETF$255,482$255,482 ▲New Holding11,6390.2%FinanceIJSiShares S&P Small-Cap 600 Value ETF$236,655$237 ▲0.1%1,9980.2%ETFVBVanguard Small-Cap ETF$227,6080.0%8690.2%ETFOXYOccidental Petroleum$221,794$221,794 ▲New Holding19,7000.2%EnergyVWOVanguard FTSE Emerging Markets ETF$212,9200.0%3,9390.2%ETFBABoeing$0$269,032 ▼-100.0%00.0%AerospaceREDDIT INC$0$258,242 ▼-100.0%00.0%CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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