Fund HoldingsCastellan Group

Total Portfolio Value
$910.04M
Total Bought
$819.10M
Total Sold
$632.61M
Net Transaction
+$186.49M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
EA SERIES TRUST
CAS TAR EQU ETF
06,474,991+6,474,9910611,04767.14%+611,047
EA SERIES TRUST
CAST TA INCO ETF
03,441,216+3,441,2160176,72719.42%+176,727
LXP INDUSTRIAL TRUST(LXP)095,074+95,07405,1230.56%+5,123
EDISON INTL(EIX)068,216+68,21605,0790.56%+5,079
BROOKFIELD INFRASTRUCTURE CO(BIPC)0118,241+118,24104,5520.50%+4,552
VICI PPTYS INC(VICI)0168,848+168,84804,4830.49%+4,483
SELECT SECTOR SPDR TR
ST STR ENERG ETF
071,851+71,85103,8160.42%+3,816
ISHARES TR02,196+2,19601,6450.18%+1,645
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
06,562+6,56201,3960.15%+1,396
ISHARES TR06,995+6,99507270.08%+727
ISHARES TR02,297+2,29706900.08%+690
CARETRUST REIT INC(CTRE)130,179130,431+2524,7715,2630.58%+492
HESS MIDSTREAM LP(HESM)98,872113,021+14,1493,8434,2500.47%+406
EASTGROUP PPTYS INC(EGP)23,92323,817-1064,4284,8240.53%+396
WEC ENERGY GROUP INC(WEC)38,93941,625+2,6864,5084,8610.53%+353
VANGUARD INDEX FDS03,105+3,10502990.03%+299
GETTY RLTY CORP NEW(GTY)134,301136,677+2,3764,2714,5600.50%+289
MPLX LP(MPLX)77,05382,931+5,8784,3974,6720.51%+274
DELEK LOGISTICS PARTNERS LP(DKL)91,16293,263+2,1014,5364,8070.53%+271
DELL TECHNOLOGIES INC(DELL)0585+58502520.03%+252
MICRON TECHNOLOGY INC(MU)0210+21002420.03%+242
FIRST INDL RLTY TR INC(FR)79,21977,858-1,3614,5834,7730.52%+191
BHP BILLITON LIMITED27,08324,668-2,4151,9702,0550.23%+85
INVESCO QQQ TR(Put)171164-7694774+80
AMAZON COM INC(AMZN)2,4002,40005005720.06%+72
INNOVATOR ETFS TRUST
EQUITY DUAL NOV
81,18779,420-1,7671,5431,5940.18%+52
PGIM ROCK ETF TR
S&P 500 BUFFER
84,12078,480-5,6402,4922,5370.28%+44
PROGRESSIVE CORP(PGR)2,0002,00003964370.05%+40
ORACLE CORP(ORCL)7,6007,60001,1181,1140.12%-4
META PLATFORMS INC(META)1,0001,00005725630.06%-9
MICROSOFT CORP(MSFT)6,2005,900-3002,2952,2010.24%-94
RIO TINTO PLC(RIO)21,54819,719-1,8292,0101,8720.21%-138
EA SERIES TRUST
ALPHA ARCH 1-3
177,481174,989-2,49220,63920,4892.25%-150
APPLE INC(AAPL)9300-9302360-236
STATE STR SPDR S&P 500 ETF T(SPY)(Put)351629+2781,5411,273-267
ATMOS ENERGY CORP(ATO)25,62525,830+2054,7334,4500.49%-284
ABRDN PRECIOUS METALS BASKET22,88225,490+2,6085,0054,6180.51%-387
NEXTERA ENERGY INC(NEE)54,09552,238-1,8575,0244,5850.50%-439
STRIDE INC(LRN)5,8000-5,8005110-511
CHEVRON CORPORATION(CVX)11,38110,867-5142,3551,8010.20%-553
EXXON MOBIL CORP14,86213,453-1,4092,5211,8390.20%-682
STATE STR SPDR S&P 500 ETF T(SPY)(Put)2700-2708770-877
CLEARWAY ENERGY INC(CWEN)142,230133,280-8,9505,5884,5560.50%-1,033
STATE STR SPDR S&P 500 ETF T(SPY)3,600900-2,7002,3416720.07%-1,669
TERRENO RLTY CORP(TRNO)72,6890-72,6894,4650-4,465
EVERSOURCE ENERGY(ES)65,9230-65,9234,5670-4,567
NEW JERSEY RES CORP(NJR)88,3210-88,3214,8510-4,851
SELECT SECTOR SPDR TR
ST STR ENERG ETF
79,5910-79,5914,8760-4,876
PORTLAND GEN ELEC CO(POR)94,4330-94,4334,9830-4,983
EA SERIES TRUST
CAST TA INCO ETF
3,303,7100-3,303,710160,2590-160,259
EA SERIES TRUST
CAS TAR EQU ETF
6,499,7410-6,499,741441,3800-441,380
Page 1 of 1