Camelot Technology Advisors, Inc. Portfolio Holdings

Camelot Technology Advisors, Inc.

  • $135 Billion
  • Q4 2025

Camelot Technology Advisors, Inc. has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $135 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 $38.5B, Ishares Tr with a value of $9.17B, Sprott Physical Gold Trust with a value of $7.59B, Spdr S&P 500 ETF Trust with a value of $7.48B, and Invesco Qqq Trust, Series 1 with a value of $5.75B.

Examining the 13F form we can see an increase of $8.77B in the current position value, from $126B to 135B.

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 $135 Billion
ETFs: $117 Billion
Financial Services: $9.45 Billion
Energy: $2.95 Billion
Consumer Cyclical: $2.57 Billion
Healthcare: $970 Million
Technology: $956 Million
Communication Services: $471 Million
Industrials: $269 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$276 Million 0.2% of portfolio
549
Q4 2024 Added 4.97%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $135 Billion
  • Prior Value $126 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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