Fund HoldingsCastellan Group

Total Portfolio Value
$210.06M
Total Bought
$57.62M
Total Sold
$45.00M
Net Transaction
+$12.62M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
TENET HEALTHCARE CORP(THC)044,903+44,90305,9732.84%+5,973
HALOZYME THERAPEUTICS INC(HALO)0108,922+108,92205,7032.72%+5,703
GAP INC(GAP)0220,507+220,50705,2682.51%+5,268
KB HOME(KBH)075,015+75,01505,2652.51%+5,265
VISTRA CORP(VST)060,434+60,43405,1962.47%+5,196
MERITAGE HOMES CORP(MTH)030,465+30,46504,9312.35%+4,931
SM ENERGY CO(SM)0107,501+107,50104,6472.21%+4,647
PROCTER AND GAMBLE CO(PG)017,619+17,61902,9061.38%+2,906
FTAI AVIATION LTD(FTAI)102,92685,510-17,4166,9278,8274.20%+1,900
MICROSOFT CORP(MSFT)17,66420,102+2,4387,4328,9854.28%+1,553
SELECT SECTOR SPDR TR
ST STR ENERG ETF
16,01530,400+14,3851,5122,7711.32%+1,259
KLA CORP(KLAC)7,7928,040+2485,4436,6293.16%+1,186
CELESTICA INC(CLS)017,015+17,01509750.46%+975
ALPHABET INC(GOOG)05,290+5,29009640.46%+964
NOVO-NORDISK A S(NVO)40,30942,471+2,1625,1766,0622.89%+887
MCKESSON CORP(MCK)9,2239,809+5864,9515,7292.73%+777
NRG ENERGY INC(NRG)62,04463,867+1,8234,2004,9732.37%+773
BOOKING HOLDINGS INC(BKNG)1,4121,486+745,1235,8872.80%+764
UDR INC(UDR)80,03390,473+10,4402,9943,7231.77%+729
EXTRA SPACE STORAGE INC(EXR)22,60325,375+2,7723,3233,9441.88%+621
NATIONAL STORAGE AFFILIATES(NSA)78,93289,623+10,6913,0913,6941.76%+603
CLEARWAY ENERGY INC(CWEN)116,575132,510+15,9352,6873,2721.56%+585
ANALOG DEVICES INC(ADI)12,48813,003+5152,4702,9681.41%+498
LOCKHEED MARTIN CORP(LMT)5,4476,312+8652,4782,9481.40%+471
HESS MIDSTREAM LP(HESM)96,099107,698+11,5993,4723,9251.87%+452
MEDPACE HLDGS INC(MEDP)16,05316,821+7686,4886,9283.30%+440
DELEK LOGISTICS PARTNERS LP(DKL)69,38979,624+10,2352,8443,2231.53%+379
AMERICAN TOWER CORP NEW(AMT)15,09917,241+2,1422,9833,3511.60%+368
ORACLE CORP(ORCL)22,34021,906-4342,8063,0931.47%+287
NVIDIA CORPORATION(NVDA)6,78551,830+45,0456,1316,4033.05%+272
BHP GROUP LTD19,72024,485+4,7651,1381,3980.67%+260
ELEVANCE HEALTH INC(ELV)5,2015,415+2142,6972,9341.40%+237
HONEYWELL INTL INC(HON)13,01913,495+4762,6722,8821.37%+210
MODINE MFG CO(MOD)75,22873,423-1,8057,1617,3563.50%+195
CROWN CASTLE INC(CCI)27,12031,245+4,1252,8703,0531.45%+183
RIO TINTO PLC(RIO)17,96320,103+2,1401,1451,3250.63%+180
BROADCOM INC(AVGO)2,1081,848-2602,7942,9671.41%+173
NEXTERA ENERGY PARTNERS LP(XIFR)92,509106,084+13,5752,7832,9321.40%+149
AXCELIS TECHNOLOGIES INC4,7004,70005246680.32%+144
STRIDE INC(LRN)14,56015,060+5009181,0620.51%+144
EATON CORP PLC(ETN)7,9928,376+3842,4992,6261.25%+127
ABRDN PRECIOUS METALS BASKET42,73240,562-2,1704,0814,1771.99%+96
APPLE INC(AAPL)1,8841,88403233970.19%+74
AMERIPRISE FINL INC(AMP)5,8066,116+3102,5462,6131.24%+67
BROADRIDGE FINL SOLUTIONS IN(BR)12,60313,098+4952,5822,5801.23%-2
ACCENTURE PLC IRELAND
SHS CLASS A
6,9287,842+9142,4012,3791.13%-22
CHEVRON CORP NEW(CVX)8,9958,760-2351,4191,3700.65%-49
TEEKAY TANKERS LTD(TNK)14,80511,605-3,2008657990.38%-66
PARKER-HANNIFIN CORP(PH)4,4364,737+3012,4652,3961.14%-69
SNAP ON INC(SNA)8,6609,531+8712,5652,4911.19%-74
INNOVATOR ETFS TRUST
US EQT BUFR APR
13,4009,600-3,8005373980.19%-138
EXXON MOBIL CORP13,25012,115-1,1351,5401,3950.66%-146
CATERPILLAR INC(CAT)14,18915,112+9235,1995,0342.40%-165
LAMB WESTON HLDGS INC(LW)7,4007,40007886220.30%-166
INNOVATOR ETFS TRUST
US EQTY BUFR MAR
18,39813,798-4,6007675960.28%-171
INNOVATOR ETFS TRUST
US EQTY BUFR FEB
5,2200-5,2202050-205
INNOVATOR ETFS TRUST
US EQTY PWR BUF
9,9650-9,9653400-340
GRAINGER W W INC(GWW)2,9542,939-153,0052,6521.26%-353
UNITED RENTALS INC(URI)9,0749,491+4176,5436,1382.92%-405
SUPER MICRO COMPUTER INC(SMCI)5,9546,264+3106,0145,1322.44%-881
HESS CORP9,2700-9,2701,4150-1,415
BLACKROCK INC(BLK)3,1420-3,1422,6190-2,619
ULTA BEAUTY INC(ULTA)7,4770-7,4773,9100-3,910
RED ROCK RESORTS INC(RRR)84,9380-84,9385,0810-5,081
ATKORE INC27,0270-27,0275,1450-5,145
MURPHY USA INC(MUSA)12,6410-12,6415,2990-5,299
LINCOLN ELEC HLDGS INC(LECO)21,2240-21,2245,4210-5,421
BUILDERS FIRSTSOURCE INC(BLDR)30,2583,800-26,4586,3105260.25%-5,784
DREAM FINDERS HOMES INC(DFH)141,9730-141,9736,2080-6,208
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