13F Filings History of Camelot Technology Advisors, Inc.

Latest 13F report
Q3 2025 - Oct 15, 2025
Value $
$125M
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 $125M as of Q3 2025. Top holdings included IVV, IEFA, PHYS, SPY, and XLI.

Notify me when Camelot Technology Advisors, Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 54 $125M +$5.3M -$4.38M +$927K IVV, IEFA, PHYS, SPY, XLI 13F-HR 10/15/2025, 03:56 PM
Q2 2025 49 $116M +$2.38M -$2.66M -$279K IVV, IEFA, SPY, PHYS, XLI 13F-HR 7/9/2025, 05:12 PM
Q1 2025 51 $108M +$485K -$1.31M -$825K IVV, IEFA, SPY, PHYS, XLI 13F-HR 4/14/2025, 01:20 PM
Q4 2024 54 $110M +$3.09M -$5.27M -$2.18M IVV, IEFA, SPY, XLI, QQQ 13F-HR 1/16/2025, 05:34 PM
Q3 2024 60 $113M +$3.87M -$4.76M -$895K IVV, IEFA, SPY, XLI, XLE 13F-HR 10/7/2024, 05:24 PM
Q2 2024 57 $107M +$1.3M -$2.35M -$1.05M IVV, IEFA, SPY, XLI, XLE 13F-HR 8/9/2024, 07:31 PM
Q1 2024 59 $108M +$4.06M -$897K +$3.16M IVV, IEFA, SPY, XLE, XLI 13F-HR 5/8/2024, 08:20 PM
Q4 2023 56 $97.5M $0 $0 IVV, IEFA, SPY, XLE, XLI 13F-HR 5/6/2024, 09:58 PM