Camelot Technology Advisors, Inc. Portfolio Holdings

Camelot Technology Advisors, Inc.

  • $126 Billion
  • Q3 2025

Camelot Technology Advisors, Inc. has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 57 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 $37.2B, Ishares Tr with a value of $7.87B, Sprott Physical Gold Trust with a value of $6.59B, Spdr S&P 500 ETF Trust with a value of $6.24B, and Industrial Sector Spdr with a value of $5.03B.

Examining the 13F form we can see an increase of $8.61B in the current position value, from $117B to 126B.

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 $126 Billion
ETFs: $109 Billion
Financial Services: $7.7 Billion
Energy: $2.88 Billion
Consumer Cyclical: $2.2 Billion
Technology: $998 Million
Communication Services: $952 Million
Healthcare: $915 Million
Industrials: $279 Million
Other: $0

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.22B
$2.2 Billion 1.75% of portfolio
42,031
Q3 2025 New
$2.31B
$952 Million 0.76% of portfolio
30,507
Q3 2025 New
$4.77B
$481 Million 0.38% of portfolio
10,169
Q4 2024 Reduced 3.68%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $126 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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