CAMELOT TECHNOLOGY ADVISORS, INC.

All 13F Filings

Location
San Francisco, CA
Most recent 13F
Q2 2026
Holdings value ($000)
148,728
Description
Website
Founded
Chairman
CEO
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.