CIK 1832521
Castellan Group
Institutional 13F holdings & portfolio
Holdings
60
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 60
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CTEF | EA SERIES TRUST | 6.4M | $1M+ | SH |
| CTIF | EA SERIES TRUST | 2.9M | $1M+ | SH |
| GOOG | ALPHABET INC | 37K | $1M+ | SH |
| BOXX | EA SERIES TRUST | 96K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 17K | $1M+ | SH |
| AMZN | AMAZON COM INC | 36K | $1M+ | SH |
| GLTR | ABRDN PRECIOUS METALS BASKET | 38K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 63K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 39K | $1M+ | SH |
| MCK | MCKESSON CORP | 8K | $1M+ | SH |
| AAPL | APPLE INC | 25K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 144K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 31K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 19K | $1M+ | SH |
| CWEN | CLEARWAY ENERGY INC | 130K | $1M+ | SH |
| CTRE | CARETRUST REIT INC | 119K | $1M+ | SH |
| FR | FIRST INDL RLTY TR INC | 74K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 52K | $1M+ | SH |
| POR | PORTLAND GEN ELEC CO | 86K | $1M+ | SH |
| ES | EVERSOURCE ENERGY | 60K | $1M+ | SH |
| META | META PLATFORMS INC | 6K | $1M+ | SH |
| ATO | ATMOS ENERGY CORP | 24K | $1M+ | SH |
| USMV | ISHARES TR | 41K | $1M+ | SH |
| TRNO | TERRENO RLTY CORP | 66K | $1M+ | SH |
| EGP | EASTGROUP PPTYS INC | 22K | $1M+ | SH |
| MPLX | MPLX LP | 71K | $1M+ | SH |
| DKL | DELEK LOGISTICS PARTNERS LP | 85K | $1M+ | SH |
| WEC | WEC ENERGY GROUP INC | 35K | $1M+ | SH |
| NJR | NEW JERSEY RES CORP | 80K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 9K | $1M+ | SH |
| GTY | GETTY RLTY CORP NEW | 124K | $1M+ | SH |
| V | VISA INC | 9K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 21K | $1M+ | SH |
| HESM | HESS MIDSTREAM LP | 90K | $1M+ | SH |
| CAT | CATERPILLAR INC | 5K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6K | $1M+ | SH |
| IUSV | ISHARES TR | 30K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 16K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 7K | $1M+ | SH |
| WMT | WALMART INC | 25K | $1M+ | SH |
| OCTP | PGIM ROCK ETF TR | 84K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 30K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 4K | $1M+ | SH |
| INDA | ISHARES TR | 35K | $1M+ | SH |
| HD | HOME DEPOT INC | 5K | $1M+ | SH |
| RIO | RIO TINTO PLC | 22K | $1M+ | SH |
| BHP | BHP GROUP LTD | 27K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 8K | $1M+ | SH |
| DDFN | INNOVATOR ETFS TRUST | 81K | $1M+ | SH |
| GOOGL | ALPHABET INC | 5K | $1M+ | SH |