CAMELOT TECHNOLOGY ADVISORS, INC. - Portfolio overview

CAMELOT TECHNOLOGY ADVISORS, INC. has 59 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Energy.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 24.50%
2. IEFA - ISHARES TR, 7.22%
3. PHYS - SPROTT ASSET MANAGEMENT LP, 6.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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