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CAMELOT TECHNOLOGY ADVISORS, INC. - Portfolio Stock Holdings

CAMELOT TECHNOLOGY ADVISORS, INC. disclosed 59 stock positions in a recent SEC 13F filing. $146,526,586 of stock holdings were filed, with the largest holdings including IVV, IEFA, and QQQ. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $234,947,793 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

59

Est. Stock Holding Value:

$146,526,586

Top Stock Holdings By Sector

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Portfolio Stock Holdings - CAMELOT TECHNOLOGY ADVISORS, INC.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - CAMELOT TECHNOLOGY ADVISORS, INC.

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Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.