Arkolith/Funds/Camelot Technology Advisors, Inc.

Camelot Technology Advisors, Inc.

CIK 2021818
Holdings as of Jun 30, 2026·disclosed Jul 10, 2026·~10-day 13F lag·13F-HR
Active Filer

Camelot Technology Advisors, Inc. holds a focused book of 59 stocks worth $146.5M as of Q2 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened Wise Group PLC and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 25% of the equity book. They also disclosed $2.2M in put options (a bearish bet), shown separately below and excluded from the equity book.

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Use Arkolith to show CAMELOT TECHNOLOGY ADVISORS, INC.'s latest
holdings, largest changes, and filing provenance.
Opened
2
new positions
Added to
28
existing
Trimmed
22
reduced
Sold out
0
exited

Concentration

Top-heavy: focused book

Top 5 holdings
47%
Top 10 holdings
65%
Top 20 holdings
82%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

16% mapped to company sectors

ETF / fund or unclassified
84%
Financials
9%
Consumer Discretionary
2%
Utilities
2%
Information Technology
1%
Energy
1%
Health Care
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

59 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$36.6M48.9K
25.0%
−4.4%
Reduced · −2K sh
2Ishares TR
CORE MSCI EAFE
$10.2M105.7K
7.0%
−2.9%
Reduced · −3K sh
3Invesco QQQ TR
UNIT SER 1
$8.0M10.9K
5.5%
+47%
Added · +3K sh
4Sprott Asset Management LP
PHYSICAL GOLD TR
$7.0M233.6K
4.8%
~0%
Added · +42 sh
5State STR SPDR S&P 500 ETF T
TR UNIT
$7.0M9.3K
4.8%
−18%
Reduced · −2K sh
6Ishares Inc
CORE MSCI EMKT
$6.9M83.0K
4.7%
−3.2%
Reduced · −3K sh
7Select Sector SPDR TR
ST STR ENERG ETF
$5.5M103.8K
3.8%
−9.3%
Reduced · −11K sh
8Select Sector SPDR TR
ST STR INDL ETF
$5.0M27.1K
3.4%
−9.3%
Reduced · −3K sh
9Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$4.7M65.8K
3.2%
+0.4%
Added · +258 sh
10Ishares TR
MICRO-CAP ETF
$3.8M18.9K
2.6%
+0.7%
Added · +124 sh
11Ishares TR
CORE INTL AGGR
$3.4M68.0K
2.3%
+0.8%
Added · +509 sh
12Vanguard Index FDS
REAL ESTATE ETF
$3.2M32.8K
2.2%
+39%
Added · +9K sh
13Dutch Bros Inc
CL A
$3.0M42.0K
2.1%
Held
14Targa Res Corp
COM
$3.0M11.1K
2.0%
+2.1%
Added · +230 sh
15Sprott Asset Management LP
PHYSICAL GOLD AN
$2.8M69.4K
1.9%
−10%
Reduced · −8K sh
16Ishares TR
CORE S&P SCP ETF
$2.4M15.9K
1.6%
−3.8%
Reduced · −619 sh
17Vanguard Index FDS
S&P 500 ETF SHS
$1.9M2.8K
1.3%
−3.1%
Reduced · −89 sh
18Ishares TR
1 3 YR TREAS BD
$1.8M21.4K
1.2%
+6.3%
Added · +1K sh
19Barclays Bank PLC
DJUBS CMDT ETN36
$1.7M39.1K
1.2%
+464%
Added · +32K sh
20Select Sector SPDR TR
ST STR DISCR ETF
$1.6M13.8K
1.1%
+2.3%
Added · +304 sh
21Ishares TR
RUSSELL 2000 ETF
$1.5M5.0K
1.0%
+0.2%
Added · +10 sh
22SPDR Index SHS FDS
ST STR MSCI EAFE
$1.4M25.5K
0.9%
+22%
Added · +5K sh
23Select Sector SPDR TR
ST STR FINL ETF
$1.3M24.0K
0.9%
−39%
Reduced · −15K sh
24Ishares Inc
MSCI JAPAN ETF
$1.2M13.2K
0.8%
−5.9%
Reduced · −830 sh
25Select Sector SPDR TR
ST STR STAPL ETF
$1.1M13.3K
0.8%
−51%
Reduced · −14K sh
26Ishares TR
MSCI AC ASIA ETF
$1.0M8.7K
0.7%
+34%
Added · +2K sh
27Select Sector SPDR TR
ST STR TECHN ETF
$1.0M5.4K
0.7%
+0.1%
Added · +3 sh
28Invesco DB Multi-Sector Comm
AGRICULTURE FD
$986K37.0K
0.7%
+58%
Added · +14K sh
29Ishares TR
IBOXX INV CP ETF
$968K8.9K
0.7%
−3.8%
Reduced · −348 sh
30Diamondback Energy Inc
COM
$962K5.5K
0.7%
−3.0%
Reduced · −167 sh
31SPDR Series Trust
ST STR DOW REIT
$935K8.3K
0.6%
+22%
Added · +1K sh
32Ishares TR
LATN AMER 40 ETF
$928K27.5K
0.6%
+25%
Added · +6K sh
33Jfrog Ltd
ORD SHS
$924K10.2K
0.6%
Held
34Select Sector SPDR TR
ST STR CARE ETF
$845K5.3K
0.6%
−20%
Reduced · −1K sh
35Invesco DB Multi-Sector Comm
BASE METALS FD
$841K34.9K
0.6%
+17%
Added · +5K sh
36Agilent Technologies Inc
COM
$829K6.2K
0.6%
−12%
Reduced · −888 sh
37Proshares TR
PSHS ULTSH 20YRS
$798K22.8K
0.5%
−1.0%
Reduced · −236 sh
38SPDR Index SHS FDS
ST INTL CAP ETF
$737K16.8K
0.5%
−13%
Reduced · −3K sh
39Ishares TR
S&P 500 VAL ETF
$702K3.1K
0.5%
+0.3%
Added · +10 sh
40Ishares TR
CORE MSCI INTL
$634K7.1K
0.4%
Held
41Select Sector SPDR TR
ST STR MATER ETF
$625K12.3K
0.4%
−51%
Reduced · −13K sh
42Fidelity Merrimack STR TR
CORP BOND ETF
$613K13.0K
0.4%
Held
43Vanguard Index FDS
SM CP VAL ETF
$567K2.3K
0.4%
+0.1%
Added · +3 sh
44Keysight Technologies Inc
COM
$553K1.6K
0.4%
Held
45Proshares TR
SHRT 20+YR TRE
$507K20.9K
0.3%
+0.6%
Added · +132 sh
46Ishares TR
TIPS BD ETF
$470K4.3K
0.3%
+11%
Added · +409 sh
47Vanguard Index FDS
GROWTH ETF
$465K5.4K
0.3%
+500%
Added · +5K sh
48Select Sector SPDR TR
ST STR UTIL ETF
$446K9.8K
0.3%
−47%
Reduced · −9K sh
49Yelp Inc
CL A
$380K15.5K
0.3%
Held
50Wise Group PLC
ORD SHS CLASS A
$375K31.5K
0.3%
New
New position
Showing 50 of 59 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$2.2M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishINVESCO QQQ TRUST SERIES 1QQQ$2.0M23K
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$226K12K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 10, 202661$148.7M13F-HR
Q1 2026Mar 31, 2026Apr 9, 202659$137.9M13F-HR
Q4 2025Dec 31, 2025Jan 14, 202657$134.8M13F-HR
Q3 2025Sep 30, 2025Oct 15, 202557$126.0M13F-HR
Q2 2025Jun 30, 2025Jul 9, 202551$117.4M13F-HR
Q1 2025Mar 31, 2025Apr 14, 202553$110.6M13F-HR
Q4 2024Dec 31, 2024Jan 17, 202557$110.5M13F-HR
Q3 2024Sep 30, 2024Oct 7, 202463$113.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.