Camelot Technology Advisors, Inc. Portfolio Holdings

Camelot Technology Advisors, Inc.

  • $111 Billion
  • Q1 2025

Camelot Technology Advisors, Inc. has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $111 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $32.2B, Ishares Tr with a value of $6.52B, Spdr S&P 500 ETF Trust with a value of $5.5B, Sprott Physical Gold Trust with a value of $4.89B, and Industrial Sector Spdr with a value of $4.84B.

Examining the 13F form we can see an increase of $159M in the current position value, from $110B to 111B.

Camelot Technology Advisors, Inc. is based out at San Francisco, CA

Below you can find more details about Camelot Technology Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $111 Billion
ETFs: $98.7 Billion
Financial Services: $6.07 Billion
Energy: $3.82 Billion
Technology: $865 Million
Healthcare: $834 Million
Industrials: $300 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$38.7B
$2.4 Billion 2.17% of portfolio
11,993
Q1 2025 Reduced 1.98%
$24.3B
$1.42 Billion 1.28% of portfolio
8,866
Q1 2025 Added 0.62%
$30.4B
$834 Million 0.75% of portfolio
7,132
Q4 2023 New
$25B
$279 Million 0.25% of portfolio
10,076
Q4 2023 New
$24.2B
$260 Million 0.24% of portfolio
1,739
Q4 2024 Reduced 9.9%

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $111 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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