CAMELOT TECHNOLOGY ADVISORS, INC.
•CIK: 2021818•Filing: Q4 2025
CAMELOT TECHNOLOGY ADVISORS, INC. manages $133M across a diversified portfolio of 55 positions. The fund exhibits a significant allocation to broad market indices, notably holding $38.5M in IVV and $7.5M in SPY. Further concentration is evident in international and sector exposure, with top holdings including IEFA ($9.2M), PHYS/U ($7.6M), and NDQ ($5.7M). This structure suggests a core mandate focused on capturing broad market beta while selectively overweighting technology and international growth vectors.
Total AUM
$132.9M
+ $486.4K in options
QoQ Performance
+6.7%
Positions
23
+ 2 options
Top 10 Concentration
66.9%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IEFA
PHYS/U
SPY
IVV28.9%
IEFA6.9%
PHYS/U5.7%
SPY5.6%
NDQ4.3%
XLI3.8%
IEMG3.8%
VEA3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.8%
ETF35.8%
Financial0.2%
Industrial0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑33 increased
↓12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024