Castellan Group | 13F Holdings

Recent Signals

Historical data not yet available for this fund

Signals will appear when we have Q3 2025 comparison data

Current Positions

Showing 50 of 60 positions

02072Q

6,419,640 shares

$428.6M

54.41%

02072Q

2,944,135 shares

$149.0M

18.92%

GOOG

Alphabet Inc.

37,102 shares

$11.6M

1.48%

BOXX

96,076 shares

$11.1M

1.40%

MSFT

MICROSOFT CORP

17,119 shares

$8.3M

1.05%

AMZN

AMAZON COM INC

35,809 shares

$8.3M

1.05%

GLTR

abrdn Precious Metals Basket ETF Trust

37,983 shares

$7.8M

0.99%

XOM

EXXON MOBIL CORP

62,973 shares

$7.6M

0.96%

RSP

Invesco S&P 500 Equal Weight ETF

39,016 shares

$7.5M

0.95%

MCK

MCKESSON CORP

8,130 shares

$6.7M

0.85%

AAPL

Apple Inc.

24,502 shares

$6.7M

0.85%

XLE

Energy Select Sector SPDR Fund

144,446 shares

$6.5M

0.82%

NVDA

NVIDIA CORP

31,477 shares

$5.9M

0.75%

Vanguard Small-Cap ETF

19,118 shares

$4.9M

0.63%

CWEN

Clearway Energy, Inc.

130,242 shares

$4.3M

0.55%

CTRE

CareTrust REIT, Inc.

119,420 shares

$4.3M

0.55%

FIRST INDUSTRIAL REALTY TRUST INC

73,957 shares

$4.2M

0.54%

NEE

NEXTERA ENERGY INC

51,924 shares

$4.2M

0.53%

POR

PORTLAND GENERAL ELECTRIC CO /OR/

86,221 shares

$4.1M

0.53%

EVERSOURCE ENERGY

60,063 shares

$4.0M

0.51%

Most Active Tickers

BOXX

2 signals

GLTR

abrdn Precious Metals Basket ETF Trust

2 signals

XLE

Energy Select Sector SPDR Fund

2 signals

MSFT

MICROSOFT CORP

2 signals

XOM

EXXON MOBIL CORP

2 signals

CWEN

Clearway Energy, Inc.

2 signals

NEE

NEXTERA ENERGY INC

2 signals

POR

PORTLAND GENERAL ELECTRIC CO /OR/

2 signals

CTRE

CareTrust REIT, Inc.

2 signals

Activity (Last 7 Days)

Apr 23, 2026

+36-0

Jan 23, 2026

+60-0

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