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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 : 2024-03-31
  Total Value : $107,897,000
  Total Value Change : $10,364,000
  Securities Held Change : 3
   
All Securities Held : 59
  New Positions : 4
  Closed Positions : 1
  Increased Positions : 29
  Unchanged Positions : 12
  Decreased Positions : 14

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  New 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
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 46 New $504.28 $329,000 685 0.3% 329,000 685 0    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 54 New $407.95 $222,000 527 0.21% 222,000 527 0    Property & Casualty I...
   (VOT)1 Year Chart         VOT Van Kampen Municipal Opport... 55 New $231.70 $212,000 900 0.2% 212,000 900 0.002    Closed - End Fund - Debt
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 58 New $182.81 $61,000 340 0.06% 61,000 340 0    Internet Software & S...

      4 Records Found
  1    
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