CAMELOT TECHNOLOGY ADVISORS, INC.

All 13F Filings

Location
San Francisco, CA
Most recent 13F
Q2 2026
Holdings value ($000)
148,728
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/10/2026 61 148,728 13F-HR CAMELOT TECHNOLOGY ADVISORS, INC.
Q1 2026 4/9/2026 59 137,929 13F-HR CAMELOT TECHNOLOGY ADVISORS, INC.
Q4 2025 1/14/2026 57 134,751 13F-HR CAMELOT TECHNOLOGY ADVISORS, INC.
Q3 2025 10/15/2025 57 125,977 13F-HR CAMELOT TECHNOLOGY ADVISORS, INC.
Q2 2025 7/9/2025 51 117,367 13F-HR CAMELOT TECHNOLOGY ADVISORS, INC.
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 2.201 K (1.5% of total reported value) · QoQ Δ: +463
Type Value ($000) Share % Inflow Outflow Net
Stocks 22.31 K 15.2% 1.378 K 0 1.378 K
ETFs 123.6 K 84.4% 8.959 K 0 8.959 K
Debt 613 0.4% 1 0 1
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Fund Snapshot

Q2 2026
Latest filed
7/10/2026
Total value ($000)
148,728
Holdings
61
QoQ value change ($000)
10,799 (7.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.