The Analysis of CAMELOT TECHNOLOGY ADVISORS, INC.'s Holdings

Currently, CAMELOT TECHNOLOGY ADVISORS, INC. holds 54 types of securities in its portfolio with a total value $132.9M. In the most recent quarter, they have increased their positions in XLE (+36.0K shares, valued at $1.6M), N/A (+2.2K shares, valued at $1.4M), IEFA (+12.3K shares, valued at $1.1M); decreased their positions in YELP (-15.0K shares, valued at $455.9K), TBT (-10.4K shares, valued at $364.7K), XLF (-3.6K shares, valued at $196.9K); initiated new positions in DJP (+5.6K shares, valued at $209.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR56.2K shares1.12%2025-12-312026-01-14

IEFA ISHARES TR102.5K shares13.69%2025-12-312026-01-14

PHYS SPROTT ASSET MANAGEMENT LP229.9K shares3.37%2025-12-312026-01-14

SPY SPDR S&P 500 ETF TR11.0K shares17.00%2025-12-312026-01-14

INVESCO QQQ TR INVESCO QQQ TR9.4K shares15.70%2025-12-312026-01-14

XLI SELECT SECTOR SPDR TR32.7K shares0.30%2025-12-312026-01-14

IEMG ISHARES INC74.7K shares10.12%2025-12-312026-01-14

VEA VANGUARD TAX-MANAGED FDS66.6K shares1.55%2025-12-312026-01-14

Sponsored

XLE SELECT SECTOR SPDR TR79.3K shares83.25%2025-12-312026-01-14

IWC ISHARES TR18.7K shares6.12%2025-12-312026-01-14

IAGG ISHARES TR57.2K shares11.33%2025-12-312026-01-14

BROS DUTCH BROS INC42.0K shares0.00%2025-12-312026-01-14

XLF SELECT SECTOR SPDR TR41.3K shares-8.01%2025-12-312026-01-14

XLP SELECT SECTOR SPDR TR28.7K shares-5.48%2025-12-312026-01-14

IJR ISHARES TR17.6K shares2.56%2025-12-312026-01-14

TRGP TARGA RES CORP10.8K shares-0.84%2025-12-312026-01-14

Sponsored

XLY SELECT SECTOR SPDR TR16.6K shares86.43%2025-12-312026-01-14

SHY ISHARES TR23.0K shares-1.69%2025-12-312026-01-14

VANGUARD INDEX FDS VANGUARD INDEX FDS2.8K shares330.06%2025-12-312026-01-14

VNQ VANGUARD INDEX FDS20.1K shares-0.33%2025-12-312026-01-14

CEF SPROTT ASSET MANAGEMENT LP34.5K shares50.52%2025-12-312026-01-14

IWM ISHARES TR4.9K shares0.32%2025-12-312026-01-14

EWJ ISHARES INC14.0K shares3.65%2025-12-312026-01-14

XLB SELECT SECTOR SPDR TR25.0K shares90.07%2025-12-312026-01-14

Sponsored

LQD ISHARES TR9.7K shares-1.99%2025-12-312026-01-14

EFAX SPDR INDEX SHS FDS20.0K shares0.92%2025-12-312026-01-14

XLV SELECT SECTOR SPDR TR6.5K shares0.93%2025-12-312026-01-14

A AGILENT TECHNOLOGIES INC7.1K shares0.00%2025-12-312026-01-14

FANG DIAMONDBACK ENERGY INC6.3K shares-13.87%2025-12-312026-01-14

XLU SELECT SECTOR SPDR TR19.6K shares83.69%2025-12-312026-01-14

XLK SELECT SECTOR SPDR TR5.7K shares50.10%2025-12-312026-01-14

TBT PROSHARES TR22.9K shares-31.31%2025-12-312026-01-14

Sponsored

GWX SPDR INDEX SHS FDS19.4K shares20.46%2025-12-312026-01-14

DBB INVESCO DB MULTI-SECTOR COMM30.7K shares-0.93%2025-12-312026-01-14

FCOR FIDELITY MERRIMACK STR TR14.2K shares6.13%2025-12-312026-01-14

RWR SPDR SERIES TRUST6.7K shares0.91%2025-12-312026-01-14

DBA INVESCO DB MULTI-SECTOR COMM25.9K shares2.64%2025-12-312026-01-14

IVE ISHARES TR3.1K shares0.42%2025-12-312026-01-14

FROG JFROG LTD10.2K shares0.00%2025-12-312026-01-14

IDEV ISHARES TR7.1K shares0.00%2025-12-312026-01-14

Sponsored

XLC SELECT SECTOR SPDR TR4.4K shares0.02%2025-12-312026-01-14

VBR VANGUARD INDEX FDS2.3K shares-0.04%2025-12-312026-01-14

YELP YELP INC15.5K shares-49.17%2025-12-312026-01-14

VUG VANGUARD INDEX FDS900 shares0.00%2025-12-312026-01-14

ACWX ISHARES TR5.3K shares1.07%2025-12-312026-01-14

KEYS KEYSIGHT TECHNOLOGIES INC1.6K shares-9.09%2025-12-312026-01-14

FMUN FIDELITY MERRIMACK STR TR5.6K shares0.83%2025-12-312026-01-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL549 shares0.00%2025-12-312026-01-14

Sponsored

TIP ISHARES TR2.2K shares7.31%2025-12-312026-01-14

IJS ISHARES TR2.0K shares0.20%2025-12-312026-01-14

VB VANGUARD INDEX FDS869 shares0.00%2025-12-312026-01-14

VWO VANGUARD INTL EQUITY INDEX F3.9K shares0.28%2025-12-312026-01-14

DJP BARCLAYS BANK PLC5.6K sharesnew addition2025-12-312026-01-14

RDDT REDDIT INC178 shares0.00%2025-12-312026-01-14

Call Option Holdings

BA Call CallBOEING CO4.2K shares0.00%2025-12-312026-01-14

RDDT Call CallREDDIT INC6.1K shares0.00%2025-12-312026-01-14

Put Option Holdings

SPY Put PutSPDR S&P 500 ETF TR89.1K shares11.51%2025-12-312026-01-14

TradeFomo Institution Holdings Analysis: CAMELOT TECHNOLOGY ADVISORS, INC. | TradeFomo