StockDriftsStockDriftsTop 50 Camelot Technology Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 25.22% | 48.7K | $37.3M | -0.35%(-173) | $463.22(+66.23%) | 2026-09-30 | |
| IEFA | ISHARES TR | 7.03% | 107.5K | $10.4M | +1.69%(+1.79K) | $72.09(+33.11%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 5.35% | 10.7K | $7.9M | -1.83%(-199) | $530.81(+35.33%) | 2026-09-30 | |
| PHYS | SPROTT ASSET MANAGEMENT LP | 5.24% | 248.1K | $7.8M | +6.19%(+14.47K) | $18.57(+68.43%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.88% | 9.5K | $7.2M | +1.65%(+154) | $495.78(+54.60%) | 2026-09-30 | |
| IEMG | ISHARES INC | 4.78% | 87.2K | $7.1M | +5.07%(+4.21K) | $55.56(+39.21%) | 2026-09-30 | |
| XLE | SELECT SECTOR SPDR TR | 4.05% | 97.4K | $6.0M | -6.20%(-6.43K) | $46.49(+45.84%) | 2026-09-30 | |
| XLI | SELECT SECTOR SPDR TR | 3.13% | 27.8K | $4.6M | +2.45%(+664) | $109.83(+51.76%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.06% | 64.2K | $4.5M | -2.33%(-1.53K) | $46.36(+49.62%) | 2026-09-30 | |
| IWC | ISHARES TR | 2.46% | 19.7K | $3.6M | +4.12%(+779) | $114.48(+52.09%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +46.04% |
| Top 20 Holdings Unweighted | — | — | — | — | +37.88% |
Camelot Technology Advisors INC reports $149.61M in US-listed equity holdings across 59 positions in its most recent 13F filing. Its largest disclosed positions are IVV (25.2%), IEFA (7.0%) and QQQ (5.3%). The top 20 holdings account for 81.53% of reported assets. Its disclosed equity book has returned +46.04% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Camelot Technology Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2021818). View Camelot Technology Advisors INC’s 13F filings on SEC