Camelot Technology Advisors, Inc. Portfolio Holdings

Camelot Technology Advisors, Inc.

  • $113 Billion
  • Q3 2024

Camelot Technology Advisors, Inc. has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $113 Billion distributed in 63 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 $32.3B, Ishares Tr with a value of $6.64B, Spdr S&P 500 ETF Trust with a value of $5.79B, Industrial Sector Spdr with a value of $4.98B, and Energy Sector Spdr with a value of $3.84B.

Examining the 13F form we can see an increase of $5.46B in the current position value, from $108B to 113B.

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 $113 Billion
ETFs: $103 Billion
Financial Services: $4.87 Billion
Energy: $3.6 Billion
Healthcare: $1.06 Billion
Technology: $975 Million
Industrials: $241 Million
Communication Services: $39.2 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.05B
$307 Million 0.27% of portfolio
10,557
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $113 Billion
  • Prior Value $108 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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