Fund HoldingsCastellan Group

Total Portfolio Value
$357.61M
Total Bought
$187.61M
Total Sold
$62.41M
Net Transaction
+$125.20M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
INTERDIGITAL INC(IDCC)060,808+60,808012,5723.52%+12,572
TRACTOR SUPPLY CO(TSCO)0227,261+227,261012,5223.50%+12,522
CLEAR SECURE INC(YOU)0476,333+476,333012,3423.45%+12,342
HALOZYME THERAPEUTICS INC(HALO)116,470254,477+138,0075,56816,2384.54%+10,670
TAPESTRY INC(TPR)0145,381+145,381010,2362.86%+10,236
LIGHT & WONDER INC(LNWO)0117,584+117,584010,1842.85%+10,184
SYNCHRONY FINANCIAL(SYF)0189,929+189,929010,0552.81%+10,055
MCKESSON CORP(MCK)10,24418,438+8,1945,83812,4093.47%+6,570
MICROSOFT CORP(MSFT)20,36438,567+18,2038,58314,4784.05%+5,894
CHENIERE ENERGY INC(LNG)30,54453,298+22,7546,56312,3333.45%+5,770
TRAVELERS COMPANIES INC(TRV)021,651+21,65105,7261.60%+5,726
TENET HEALTHCARE CORP(THC)39,58878,223+38,6354,99710,5212.94%+5,524
FORTINET INC(FTNT)87,208138,768+51,5608,23913,3583.74%+5,118
BOOKING HOLDINGS INC(BKNG)1,4662,578+1,1127,28411,8773.32%+4,593
BROADRIDGE FINL SOLUTIONS IN(BR)11,25624,170+12,9142,5455,8601.64%+3,315
ATMOS ENERGY CORP(ATO)021,406+21,40603,3090.93%+3,309
PORTLAND GEN ELEC CO(POR)072,933+72,93303,2530.91%+3,253
HONEYWELL INTL INC(HON)9,61424,889+15,2752,1725,2701.47%+3,099
NEXTERA ENERGY INC(NEE)043,596+43,59603,0910.86%+3,091
MPLX LP(MPLX)057,653+57,65303,0860.86%+3,086
GETTY RLTY CORP NEW(GTY)098,341+98,34103,0660.86%+3,066
PROCTER AND GAMBLE CO(PG)15,13332,482+17,3492,5375,5361.55%+2,999
NVIDIA CORPORATION(NVDA)49,44788,250+38,8036,6409,5652.67%+2,924
BLUE BIRD CORP200,574328,802+128,2287,74810,6432.98%+2,895
SNAP ON INC(SNA)7,76416,378+8,6142,6365,5201.54%+2,884
ELEVANCE HEALTH INC(ELV)5,72011,362+5,6422,1104,9421.38%+2,832
GAP INC(GAP)272,408447,951+175,5436,4379,2322.58%+2,795
SEMPRA(SRE)037,265+37,26502,6590.74%+2,659
GRAINGER W W INC(GWW)2,1224,883+2,7612,2374,8241.35%+2,587
ANALOG DEVICES INC(ADI)10,95224,135+13,1832,3274,8671.36%+2,540
PARKER-HANNIFIN CORP(PH)3,8048,037+4,2332,4194,8851.37%+2,466
AMERIPRISE FINL INC(AMP)5,38810,970+5,5822,8695,3111.49%+2,442
ORACLE CORP(ORCL)14,23432,604+18,3702,3724,5581.27%+2,186
ACCENTURE PLC IRELAND
SHS CLASS A
6,55714,135+7,5782,3074,4111.23%+2,104
EATON CORP PLC(ETN)7,63616,474+8,8382,5344,4781.25%+1,944
NORWEGIAN CRUISE LINE HLDG L
SHS
316,411512,385+195,9748,1419,7152.72%+1,574
BROADCOM INC(AVGO)12,78125,018+12,2372,9634,1891.17%+1,226
MODINE MFG CO(MOD)52,23091,214+38,9846,0557,0011.96%+946
ABRDN PRECIOUS METALS BASKET49,19747,737-1,4605,4026,1811.73%+779
SELECT SECTOR SPDR TR
ST STR ENERG ETF
59,55562,705+3,1505,1015,8601.64%+758
ABBOTT LABS05,474+5,47407260.20%+726
AUTOMATIC DATA PROCESSING IN02,322+2,32207090.20%+709
APPLOVIN CORP(APP)28,96938,037+9,0689,38110,0792.82%+698
RPM INTL INC(RPM)06,015+6,01506960.19%+696
ILLINOIS TOOL WKS INC(ITW)02,771+2,77106870.19%+687
CATERPILLAR INC(CAT)02,052+2,05206770.19%+677
HUBBELL INC(HUBB)02,022+2,02206690.19%+669
EXXON MOBIL CORP22,79025,730+2,9402,4523,0600.86%+609
CLEARWAY ENERGY INC(CWEN)117,409118,401+9923,0533,5841.00%+531
CHEVRON CORP NEW(CVX)17,94018,440+5002,5983,0850.86%+486
BHP GROUP LTD22,51526,635+4,1201,0991,2930.36%+193
RIO TINTO PLC(RIO)19,28821,713+2,4251,1341,3050.36%+170
PROGRESSIVE CORP(PGR)2,0002,00004795660.16%+87
INNOVATOR ETFS TRUST
US EQT BUFR APR
7,1607,16003173040.09%-13
INNOVATOR ETFS TRUST
US EQTY PWR BUF
17,66117,66106796640.19%-14
INNOVATOR ETFS TRUST
US EQTY BUFR MAR
9,8088,728-1,0804533970.11%-55
FTAI INFRASTRUCTURE INC13,1920-13,192960-96
ALPHABET INC(GOOG)4,9904,600-3909457110.20%-233
CARETRUST REIT INC(CTRE)125,624109,954-15,6703,3983,1420.88%-256
EXTRA SPACE STORAGE INC(EXR)21,18519,583-1,6023,1692,9080.81%-261
WEC ENERGY GROUP INC(WEC)38,46030,527-7,9333,6173,3270.93%-290
EVERSOURCE ENERGY(ES)62,03652,330-9,7063,5633,2500.91%-313
DELEK LOGISTICS PARTNERS LP(DKL)82,14270,286-11,8563,4713,0410.85%-431
EASTGROUP PPTYS INC(EGP)22,56917,730-4,8393,6223,1230.87%-499
BUILDERS FIRSTSOURCE INC(BLDR)3,6000-3,6005150-515
HESS MIDSTREAM LP(HESM)98,11072,813-25,2973,6333,0790.86%-554
STRIDE INC(LRN)8,9600-8,9609310-931
META PLATFORMS INC(META)1,8000-1,8001,0540-1,054
APPLE INC(AAPL)5,9741,642-4,3321,4963650.10%-1,131
CELESTICA INC(CLS)16,2150-16,2151,4970-1,497
LOCKHEED MARTIN CORP(LMT)4,4700-4,4702,1720-2,172
NEXTERA ENERGY PARTNERS LP(XIFR)131,5990-131,5992,3420-2,342
UDR INC(UDR)79,5790-79,5793,4550-3,455
KB HOME(KBH)78,1550-78,1555,1360-5,136
MERITAGE HOMES CORP(MTH)33,5850-33,5855,1660-5,166
CHEWY INC(CHWY)178,1790-178,1795,9670-5,967
FRONTDOOR INC(FTDR)122,2710-122,2716,6850-6,685
CINEMARK HLDGS INC(CNK)217,8630-217,8636,7490-6,749
VICTORIAS SECRET AND CO(VSXY)176,2790-176,2797,3010-7,301
TG THERAPEUTICS INC(TGTX)283,6790-283,6798,5390-8,539
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