Fund HoldingsCastellan Group

Total Portfolio Value
$542.79M
Total Bought
$474.29M
Total Sold
$287.88M
Net Transaction
+$186.40M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
EA SERIES TRUST
CAS TAR EQU ETF
06,619,167+6,619,1670346,57863.85%+346,578
EA SERIES TRUST
CAST TA INCO ETF
02,358,507+2,358,5070119,57022.03%+119,570
EA SERIES TRUST
ALPHA ARCH 1-3
044,400+44,40005,0030.92%+5,003
CARETRUST REIT INC(CTRE)109,954117,716+7,7623,1423,6020.66%+460
SEMPRA(SRE)37,26540,348+3,0832,6593,0570.56%+398
CLEARWAY ENERGY INC(CWEN)118,401123,727+5,3263,5843,9590.73%+375
EVERSOURCE ENERGY(ES)52,33055,825+3,4953,2503,5520.65%+301
DELEK LOGISTICS PARTNERS LP(DKL)70,28675,954+5,6683,0413,2620.60%+222
EXTRA SPACE STORAGE INC(EXR)19,58321,156+1,5732,9083,1190.57%+211
NEXTERA ENERGY INC(NEE)43,59646,806+3,2103,0913,2490.60%+159
ATMOS ENERGY CORP(ATO)21,40622,337+9313,3093,4420.63%+133
MPLX LP(MPLX)57,65362,153+4,5003,0863,2020.59%+116
ALPHABET INC(GOOG)4,6004,60007118110.15%+99
EASTGROUP PPTYS INC(EGP)17,73019,112+1,3823,1233,1940.59%+71
WEC ENERGY GROUP INC(WEC)30,52732,434+1,9073,3273,3800.62%+53
INNOVATOR ETFS TRUST
US EQTY PWR BUF
17,66117,66106647070.13%+43
INNOVATOR ETFS TRUST
US EQT BUFR APR
7,1607,16003043240.06%+19
INNOVATOR ETFS TRUST
US EQTY BUFR MAR
8,7287,928-8003973890.07%-9
BHP GROUP LTD26,63526,63501,2931,2810.24%-12
APPLE INC(AAPL)1,6421,64203653370.06%-28
SELECT SECTOR SPDR TR
ST STR ENERG ETF
62,70568,740+6,0355,8605,8301.07%-30
PROGRESSIVE CORP(PGR)2,0002,00005665340.10%-32
RIO TINTO PLC(RIO)21,71321,71301,3051,2670.23%-38
HESS MIDSTREAM LP(HESM)72,81378,823+6,0103,0793,0350.56%-44
PORTLAND GEN ELEC CO(POR)72,93378,420+5,4873,2533,1860.59%-67
GETTY RLTY CORP NEW(GTY)98,341106,368+8,0273,0662,9400.54%-126
CHEVRON CORP NEW(CVX)18,44020,405+1,9653,0852,9220.54%-163
EXXON MOBIL CORP25,73026,470+7403,0602,8530.53%-207
ABRDN PRECIOUS METALS BASKET47,73741,837-5,9006,1815,7801.06%-401
HUBBELL INC(HUBB)2,0220-2,0226690-669
CATERPILLAR INC(CAT)2,0520-2,0526770-677
ILLINOIS TOOL WKS INC(ITW)2,7710-2,7716870-687
RPM INTL INC(RPM)6,0150-6,0156960-696
AUTOMATIC DATA PROCESSING IN2,3220-2,3227090-709
ABBOTT LABS5,4740-5,4747260-726
BROADCOM INC(AVGO)25,0180-25,0184,1890-4,189
ACCENTURE PLC IRELAND
SHS CLASS A
14,1350-14,1354,4110-4,411
EATON CORP PLC(ETN)16,4740-16,4744,4780-4,478
ORACLE CORP(ORCL)32,6040-32,6044,5580-4,558
GRAINGER W W INC(GWW)4,8830-4,8834,8240-4,824
ANALOG DEVICES INC(ADI)24,1350-24,1354,8670-4,867
PARKER-HANNIFIN CORP(PH)8,0370-8,0374,8850-4,885
ELEVANCE HEALTH INC(ELV)11,3620-11,3624,9420-4,942
HONEYWELL INTL INC(HON)24,8890-24,8895,2700-5,270
AMERIPRISE FINL INC(AMP)10,9700-10,9705,3110-5,311
SNAP ON INC(SNA)16,3780-16,3785,5200-5,520
PROCTER AND GAMBLE CO(PG)32,4820-32,4825,5360-5,536
TRAVELERS COMPANIES INC(TRV)21,6510-21,6515,7260-5,726
BROADRIDGE FINL SOLUTIONS IN(BR)24,1700-24,1705,8600-5,860
MODINE MFG CO(MOD)91,2140-91,2147,0010-7,001
GAP INC(GAP)447,9510-447,9519,2320-9,232
NVIDIA CORPORATION(NVDA)88,2500-88,2509,5650-9,565
NORWEGIAN CRUISE LINE HLDG L
SHS
512,3850-512,3859,7150-9,715
SYNCHRONY FINANCIAL(SYF)189,9290-189,92910,0550-10,055
APPLOVIN CORP(APP)38,0370-38,03710,0790-10,079
LIGHT & WONDER INC(LNWO)117,5840-117,58410,1840-10,184
TAPESTRY INC(TPR)145,3810-145,38110,2360-10,236
TENET HEALTHCARE CORP(THC)78,2230-78,22310,5210-10,521
BLUE BIRD CORP328,8020-328,80210,6430-10,643
BOOKING HOLDINGS INC(BKNG)2,5780-2,57811,8770-11,877
CHENIERE ENERGY INC(LNG)53,2980-53,29812,3330-12,333
CLEAR SECURE INC(YOU)476,3330-476,33312,3420-12,342
MCKESSON CORP(MCK)18,4380-18,43812,4090-12,409
TRACTOR SUPPLY CO(TSCO)227,2610-227,26112,5220-12,522
INTERDIGITAL INC(IDCC)60,8080-60,80812,5720-12,572
MICROSOFT CORP(MSFT)38,5673,200-35,36714,4781,5920.29%-12,886
FORTINET INC(FTNT)138,7680-138,76813,3580-13,358
HALOZYME THERAPEUTICS INC(HALO)254,47716,000-238,47716,2388320.15%-15,406
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