Fund HoldingsCastellan Group

Total Portfolio Value
$142.31M
Total Bought
$19.21M
Total Sold
$35.04M
Net Transaction
-$15.83M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
MODINE MFG CO(MOD)064,335+64,33502,9432.07%+2,943
EXTRA SPACE STORAGE INC(EXR)022,711+22,71102,7611.94%+2,761
DELEK LOGISTICS PARTNERS LP(DKL)064,800+64,80002,7201.91%+2,720
HESS MIDSTREAM LP(HESM)091,435+91,43502,6641.87%+2,664
UDR INC(UDR)074,032+74,03202,6411.86%+2,641
SNAP ON INC(SNA)09,879+9,87902,5201.77%+2,520
JABIL INC(JBL)47,43445,159-2,2755,1205,7304.03%+611
TRINET GROUP INC(TNET)32,73031,280-1,4503,1083,6432.56%+535
COVENANT LOGISTICS GROUP INC(CVLG)09,328+9,32804090.29%+409
BOOKING HOLDINGS INC(BKNG)1,3051,230-753,5243,7932.67%+269
NRG ENERGY INC(NRG)71,13075,472+4,3422,6602,9072.04%+248
NATIONAL STORAGE AFFILIATES(NSA)66,90080,998+14,0982,3302,5711.81%+241
CROWN CASTLE INC(CCI)19,85626,872+7,0162,2622,4731.74%+211
CATERPILLAR INC(CAT)12,39611,906-4903,0503,2502.28%+200
ABRDN PRECIOUS METALS BASKET39,83743,222+3,3853,4563,6372.56%+181
RIO TINTO PLC(RIO)17,56620,016+2,4501,1211,2740.90%+152
AMERIPRISE FINL INC(AMP)7,3157,808+4932,4302,5741.81%+144
BHP GROUP LTD19,55622,955+3,3991,1671,3060.92%+139
AMERICAN TOWER CORP NEW(AMT)12,64615,730+3,0842,4532,5871.82%+134
NOVO-NORDISK A S(NVO)22,37440,875+18,5013,6213,7172.61%+96
HESS CORP9,1008,585-5151,2371,3140.92%+76
SELECT SECTOR SPDR TR
ST STR ENERG ETF
15,39014,620-7701,2491,3220.93%+72
PARKER-HANNIFIN CORP(PH)6,0026,123+1212,3412,3851.68%+44
CHEVRON CORP NEW(CVX)8,3007,978-3221,3061,3450.95%+39
NVIDIA CORPORATION(NVDA)2,3482,350+29931,0220.72%+29
EXXON MOBIL CORP12,51411,557-9571,3421,3590.95%+17
CORMEDIX INC24,80030,000+5,200981110.08%+12
CLEARWAY ENERGY INC(CWEN)80,150108,409+28,2592,2892,2941.61%+5
BRISTOL-MYERS SQUIBB CO(BMY)4,0003,700-3002562150.15%-41
LOCKHEED MARTIN CORP(LMT)4,9735,445+4722,2892,2271.56%-63
NETFLIX INC(NFLX)1,0041,00404423790.27%-63
CARNIVAL CORP13,15413,15402481800.13%-67
ANALOG DEVICES INC(ADI)11,98612,637+6512,3352,2131.55%-122
AIR PRODS & CHEMS INC7,5347,435-992,2572,1071.48%-150
ON SEMICONDUCTOR CORP(ON)35,10634,101-1,0053,3203,1702.23%-151
EATON CORP PLC(ETN)11,43010,051-1,3792,2992,1441.51%-155
AMAZON COM INC(AMZN)9,1248,065-1,0591,1891,0250.72%-164
UNITED RENTALS INC(URI)8,8558,445-4103,9443,7542.64%-189
BLACKROCK INC(BLK)3,0342,938-962,0971,8991.33%-198
TFI INTL INC(TFII)1,8150-1,8152070-207
GRAINGER W W INC(GWW)3,1253,258+1332,4642,2541.58%-210
ACCENTURE PLC IRELAND
SHS CLASS A
7,7786,989-7892,4002,1461.51%-254
ORACLE CORP(ORCL)19,82119,762-592,3602,0931.47%-267
DEERE & CO(DE)6,6456,420-2252,6922,4231.70%-270
KLA CORP(KLAC)6,3176,087-2303,0642,7921.96%-272
BROADCOM INC(AVGO)3,1982,999-1992,7742,4911.75%-283
COSTCO WHSL CORP NEW(COST)5140-5142940-294
LOWES COS INC(LOW)10,1809,594-5862,2981,9941.40%-304
ATKORE INC23,66022,665-9953,6903,3812.38%-308
BLACKSTONE INC(BX)4,0280-4,0283740-374
HONEYWELL INTL INC(HON)11,81411,234-5802,4512,0751.46%-376
NEXTERA ENERGY PARTNERS LP(XIFR)36,73055,004+18,2742,1541,6341.15%-520
ULTA BEAUTY INC(ULTA)6,5646,369-1953,0892,5441.79%-545
MCKESSON CORP(MCK)9,9218,386-1,5354,2393,6472.56%-593
BOYD GAMING CORP(BYD)46,34142,071-4,2703,2152,5591.80%-655
MICROSOFT CORP(MSFT)16,20915,388-8215,5204,8593.41%-661
ALLIANCEBERNSTEIN HLDG L P(AB)32,13511,700-20,4351,0333550.25%-678
SUPER MICRO COMPUTER INC(SMCI)23,60318,885-4,7185,8835,1793.64%-704
LAMB WESTON HLDGS INC(LW)28,83528,075-7603,3152,5961.82%-719
LINCOLN ELEC HLDGS INC(LECO)22,09120,171-1,9204,3883,6672.58%-721
APPLE INC(AAPL)14,2449,349-4,8952,7631,6011.12%-1,162
AXCELIS TECHNOLOGIES INC33,86028,875-4,9856,2084,7083.31%-1,499
GETTY RLTY CORP NEW(GTY)68,3300-68,3302,3110-2,311
EVERGY INC(EVRG)39,9000-39,9002,3310-2,331
CARETRUST REIT INC(CTRE)123,8600-123,8602,4600-2,460
LIFE STORAGE INC20,1450-20,1452,6780-2,678
GRAPHIC PACKAGING HLDG CO(GPK)114,2250-114,2252,7450-2,745
SPDR S&P 500 ETF TR(SPY)9,2841,691-7,5934,1157230.51%-3,393
WESCO INTL INC(WCC)28,5160-28,5165,1060-5,106
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