Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CAMELOT TECHNOLOGY ADVISORS, INC. (CIK 2021818) reported $137.9M across 56 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($33.4M, 24.24%), IEFA ($9.8M, 7.14%), SPY ($8.9M, 6.49%), PHYS ($8.3M, 6.00%), XLE ($7.0M, 5.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $33.4M | 24.24% | 51,182 | Trimmed |
| 2 | IEFA | ISHARES TR | $9.8M | 7.14% | 108,795 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $8.9M | 6.49% | 83,026 | Trimmed |
| 4 | PHYS | SPROTT ASSET MANAGEMENT LP | $8.3M | 6.00% | 233,603 | Added |
| 5 | XLE | SELECT SECTOR SPDR TR | $7.0M | 5.08% | 114,414 | Added |
| 6 | IEMG | ISHARES INC | $6.0M | 4.34% | 85,757 | Added |
| 7 | XLI | SELECT SECTOR SPDR TR | $4.8M | 3.51% | 29,915 | Trimmed |
| 8 | QQQ | INVESCO QQQ TR | $4.3M | 3.11% | 7,422 | Trimmed |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $4.2M | 3.04% | 65,521 | Trimmed |
| 10 | CEF | SPROTT ASSET MANAGEMENT LP | $3.7M | 2.67% | 77,237 | Added |
| 11 | IAGG | ISHARES TR | $3.4M | 2.45% | 67,494 | Added |
| 12 | IWC | ISHARES TR | $3.0M | 2.17% | 18,770 | Added |
| 13 | TRGP | TARGA RES CORP | $2.7M | 1.98% | 10,869 | Added |
| 14 | XLP | SELECT SECTOR SPDR TR | $2.2M | 1.61% | 27,041 | Trimmed |
| 15 | BROS | DUTCH BROS INC | $2.1M | 1.54% | 42,031 | Hold |
| 16 | VNQ | VANGUARD INDEX FDS | $2.1M | 1.51% | 23,526 | Added |
| 17 | IJR | ISHARES TR | $2.0M | 1.49% | 16,484 | Trimmed |
| 18 | XLF | SELECT SECTOR SPDR TR | $1.9M | 1.40% | 39,061 | Trimmed |
| 19 | VOO | VANGUARD INDEX FDS | $1.7M | 1.24% | 2,854 | Added |
| 20 | SHY | ISHARES TR | $1.7M | 1.20% | 20,119 | Trimmed |
| 21 | XLY | SELECT SECTOR SPDR TR | $1.5M | 1.07% | 13,499 | Trimmed |
| 22 | XLB | SELECT SECTOR SPDR TR | $1.3M | 0.91% | 25,126 | Added |
| 23 | IWM | ISHARES TR | $1.2M | 0.89% | 4,948 | Added |
| 24 | EWJ | ISHARES INC | $1.2M | 0.86% | 14,047 | Hold |
| 25 | FANG | DIAMONDBACK ENERGY INC | $1.1M | 0.81% | 5,639 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31