13F Filings History of CAMELOT TECHNOLOGY ADVISORS, INC.

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$132,919,815
Signature - Title
Dana Grigg - President and Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by CAMELOT TECHNOLOGY ADVISORS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CAMELOT TECHNOLOGY ADVISORS, INC. reported 54 stock holdings with total value $132,919,815 as of Q4 2025. Top holdings included IVV, IEFA, PHYS, SPY, and QQQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 54 $132,919,815 +$10,813,141 -$1,628,082 +$9,185,059 IVV, IEFA, PHYS, SPY, QQQ 13F-HR 14 Jan 2026, 10:25
Q3 2025 54 $124,541,062 +$5,304,082 -$4,376,685 +$927,397 IVV, IEFA, PHYS, SPY, XLI 13F-HR 15 Oct 2025, 15:56
Q2 2025 49 $115,726,289 +$2,376,859 -$2,656,012 -$279,153 IVV, IEFA, SPY, PHYS, XLI 13F-HR 09 Jul 2025, 17:12
Q1 2025 51 $108,229,943 +$485,099 -$1,310,000 -$824,901 IVV, IEFA, SPY, PHYS, XLI 13F-HR 14 Apr 2025, 13:20
Q4 2024 54 $109,923,067 +$3,093,009 -$5,270,233 -$2,177,224 IVV, IEFA, SPY, XLI, QQQ 13F-HR 16 Jan 2025, 17:34
Q3 2024 60 $113,067,092 +$3,869,759 -$4,764,836 -$895,077 IVV, IEFA, SPY, XLI, XLE 13F-HR 07 Oct 2024, 17:24
Q2 2024 57 $107,388,221 +$1,304,536 -$2,350,294 -$1,045,758 IVV, IEFA, SPY, XLI, XLE 13F-HR 09 Aug 2024, 19:31
Q1 2024 59 $107,895,326 +$4,058,606 -$896,711 +$3,161,895 IVV, IEFA, SPY, XLE, XLI 13F-HR 08 May 2024, 20:20
Q4 2023 56 $97,533,615 $0 $0 $0 IVV, IEFA, SPY, XLE, XLI 13F-HR 06 May 2024, 21:58