CAMELOT TECHNOLOGY ADVISORS, INC. Q4 2025 Filing

Filed January 14, 2026

Portfolio Value

$134.8M

Holdings

55

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (55 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
56,206$38.5M28.57%
2
AQLTISHARES TR
102,514$9.2M6.81%
3
SPYSPDR S&P 500 ETF TR
100,064$8.8M6.55%Put
4
PHYS/USPROTT ASSET MANAGEMENT LP
229,885$7.6M5.63%
5
NDQINVESCO QQQ TR
9,359$5.7M4.27%
6
XLISELECT SECTOR SPDR TR
32,683$5.1M3.76%
7
IEMGISHARES INC
74,706$5.0M3.73%
8
VEAVANGUARD TAX-MANAGED FDS
66,552$4.2M3.08%
9
XLESELECT SECTOR SPDR TR
79,254$3.5M2.63%
10
IWCISHARES TR
18,708$3.0M2.19%
11
IAGGISHARES TR
57,213$2.9M2.12%
12
BROSDUTCH BROS INC
42,031$2.6M1.91%
13
XLFSELECT SECTOR SPDR TR
41,281$2.3M1.68%
14
XLFISELECT SECTOR SPDR TR
28,708$2.2M1.65%
15
IJRISHARES TR
17,579$2.1M1.57%
16
TRGPTARGA RES CORP
10,827$2.0M1.48%
17
XLYSELECT SECTOR SPDR TR
16,562$2.0M1.47%
18
SHYISHARES TR
23,035$1.9M1.42%
19
VOOVANGUARD INDEX FDS
2,847$1.8M1.32%
20
VNQVANGUARD INDEX FDS
20,118$1.8M1.32%
21
CEF/USPROTT ASSET MANAGEMENT LP
34,479$1.6M1.17%
22
IWMISHARES TR
4,941$1.2M0.90%
23
EWJISHARES INC
14,047$1.1M0.84%
24
XLBSELECT SECTOR SPDR TR
25,002$1.1M0.84%
25
LQDISHARES TR
9,657$1.1M0.79%
26
EFAXSPDR INDEX SHS FDS
19,957$1.0M0.75%
27
XLVSELECT SECTOR SPDR TR
6,495$1.0M0.75%
28
AG8AGILENT TECHNOLOGIES INC
7,132$970K0.72%
29
FANGDIAMONDBACK ENERGY INC
6,304$947K0.70%
30
XLUSELECT SECTOR SPDR TR
19,596$836K0.62%
31
XLKSELECT SECTOR SPDR TR
5,719$823K0.61%
32
J40TPROSHARES TR
22,896$799K0.59%
33
GWXSPDR INDEX SHS FDS
19,449$794K0.59%
34
DBBINVESCO DB MULTI-SECTOR COMM
30,666$703K0.52%
35
FCORFIDELITY MERRIMACK STR TR
14,166$677K0.50%
36
RWRSPDR SERIES TRUST
6,748$662K0.49%
37
DBAINVESCO DB MULTI-SECTOR COMM
25,940$661K0.49%
38
IVEISHARES TR
3,103$658K0.49%
39
FROGJFROG LTD
10,169$635K0.47%
40
IDEVISHARES TR
7,120$587K0.44%
41
XLCSELECT SECTOR SPDR TR
4,396$517K0.38%
42
VBRVANGUARD INDEX FDS
2,326$492K0.37%
43
YELPYELP INC
15,507$471K0.35%
44
VUGVANGUARD INDEX FDS
900$439K0.33%
45
ACWXISHARES TR
5,269$353K0.26%
46
KEYSKEYSIGHT TECHNOLOGIES INC
1,581$321K0.24%
47
FMUNFIDELITY MERRIMACK STR TR
5,558$279K0.21%
48
BRK/BBERKSHIRE HATHAWAY INC DEL
549$275K0.20%
49
BABOEING CO
4,200$269K0.20%Call
50
RDDTREDDIT INC
6,278$257K0.19%Call
51
TIPISHARES TR
2,202$241K0.18%
52
IJSISHARES TR
1,996$227K0.17%
53
VBVANGUARD INDEX FDS
869$224K0.17%
54
VWOVANGUARD INTL EQUITY INDEX F
3,939$211K0.16%
55
DJPBARCLAYS BANK PLC
5,557$208K0.15%