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Portfolio (Quarterly) Guide ↗

CAMELOT TECHNOLOGY ADVISORS, INC.

· CIK 0002021818
13F Portfolio $135M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 57 New
Page 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IDEV ISHARES TR 7,120.0 $587K 0.44% NEW $82.48 +8.9%
42 XLC SELECT SECTOR SPDR TR 4,396.0 $517K 0.38% NEW $117.71 -1.4%
43 VBR VANGUARD INDEX FDS 2,326.0 $493K 0.37% NEW $211.77 +9.0%
44 YELP YELP INC Communication Services 15,507.0 $471K 0.35% NEW $30.39 -26.1%
45 VUG VANGUARD INDEX FDS 900.0 $439K 0.33% NEW $487.86 -82.1%
46 ACWX ISHARES TR 5,269.0 $354K 0.26% NEW $67.13 +12.2%
47 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,581.0 $321K 0.24% NEW $203.19 +66.1%
48 FMUN FIDELITY MERRIMACK STR TR 5,558.0 $279K 0.21% NEW $50.24 -0.9%
49 BERKSHIRE HATHAWAY INC DEL 549.0 $276K 0.20% NEW $502.65
50 BA CALL BOEING CO Industrials 4,200.0 $269K 0.20% NEW $64.06 +242.8%
51 TIP ISHARES TR 2,202.0 $242K 0.18% NEW $109.90 +0.4%
52 IJS ISHARES TR 1,996.0 $227K 0.17% NEW $113.73 +12.8%
53 VB VANGUARD INDEX FDS 869.0 $224K 0.17% NEW $257.95 +11.0%
54 RDDT CALL REDDIT INC Communication Services 6,100.0 $217K 0.16% NEW $35.63 +311.8%
55 VWO VANGUARD INTL EQUITY INDEX F 3,939.0 $212K 0.16% NEW $53.76 +9.2%
56 DJP BARCLAYS BANK PLC Financial Services 5,557.0 $209K 0.15% NEW $37.61 +32.5%
57 RDDT REDDIT INC Communication Services 178.0 $41K 0.03% NEW $229.87 -36.2%
Page 3 of 3  ·  57 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 75.1%
Energy 9.2%
Consumer Cyclical 8.1%
Healthcare 3.0%
Technology 3.0%
Communication Services 1.6%