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  Name: CAMELOT TECHNOLOGY ADVISORS INC.
  City: SAN FRANCISCO
  State: CA
  Zip: 94104
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-06-30
  Total Value : $107,391,000
  Total Value Change : $-506,000
  Securities Held Change : -2
   
All Securities Held : 57
  New Positions : 1
  Closed Positions : 3
  Increased Positions : 18
  Unchanged Positions : 14
  Decreased Positions : 24

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Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (A)1 Year Chart         A Agilent Technologies Inc 24 - $141.87 $925,000 7,132 0.86% -113,000 0 0.002    Scientific & Technica...
   (TBT)1 Year Chart         TBT UltraShort 20+ Year Treasur... 26 - $29.82 $906,000 26,286 0.84% 40,000 0 0.093    Closed - End Fund - E...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 38 - $200.71 $520,000 2,850 0.48% -27,000 0 0.002    Closed - End Fund - E...
   (IDEV)1 Year Chart         IDEV Ishares Core Msci Internati... 39 - $70.37 $467,000 7,120 0.43% -11,000 0 0.001    N/A
   (FROG)1 Year Chart         FROG Jfrog Ltd 40 - $28.48 $396,000 10,557 0.37% -71,000 0 0.012    N/A
   (HPQ)1 Year Chart         HPQ HP Inc 44 - $35.84 $353,000 10,076 0.33% 49,000 0 0.001    Diversified Computer ...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 45 - $526.68 $343,000 685 0.32% 14,000 0 0    Closed - End Fund - E...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 46 - $383.33 $337,000 900 0.31% 27,000 0 0    Closed - End Fund - E...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 47 - $263.47 $311,000 1,283 0.29% -10,000 0 0.001    Closed - End Fund - E...
   (KEYS)1 Year Chart         KEYS Keysight Technologies Inc 50 - $154.09 $264,000 1,930 0.25% -38,000 0 0.001    N/A
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 53 - $57.31 $223,000 3,800 0.21% 0 0 0.001    Closed - End Fund - F...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 54 - $454.56 $214,000 527 0.2% -8,000 0 0    Property & Casualty I...
   (VOT)1 Year Chart         VOT Van Kampen Municipal Opport... 55 - $242.85 $207,000 900 0.19% -5,000 0 0.002    Closed - End Fund - Debt
   (NKX)1 Year Chart         NKX Nuveen Insured California T... 56 - $13.67 $181,000 14,501 0.17% 5,000 0 0.03    Closed - End Fund - Debt
      14 Records Found
  1    
Page 1 of 1
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