Fund HoldingsCastellan Group

Total Portfolio Value
$237.21M
Total Bought
$64.34M
Total Sold
$45.82M
Net Transaction
+$18.51M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLOVIN CORP(APP)067,396+67,39608,7993.71%+8,799
VICTORIAS SECRET AND CO(VSXY)0241,937+241,93706,2182.62%+6,218
CINEMARK HLDGS INC(CNK)0220,200+220,20006,1302.58%+6,130
FRONTDOOR INC(FTDR)0122,537+122,53705,8812.48%+5,881
CHENIERE ENERGY INC(LNG)030,664+30,66405,5152.32%+5,515
NRG ENERGY INC(NRG)63,867113,064+49,1974,97310,3004.34%+5,327
CHEWY INC(CHWY)0180,342+180,34205,2822.23%+5,282
PUBLIC STORAGE OPER CO(PSA)010,820+10,82003,9371.66%+3,937
SELECT SECTOR SPDR TR
ST STR ENERG ETF
30,40060,780+30,3802,7715,3362.25%+2,566
ABRDN PRECIOUS METALS BASKET40,56254,132+13,5704,1776,1332.59%+1,956
MERITAGE HOMES CORP(MTH)30,46531,981+1,5164,9316,5582.76%+1,628
CATERPILLAR INC(CAT)15,11216,637+1,5255,0346,5072.74%+1,473
CHEVRON CORP NEW(CVX)8,76018,570+9,8101,3702,7351.15%+1,365
EXXON MOBIL CORP12,11523,085+10,9701,3952,7061.14%+1,311
KB HOME(KBH)75,01575,585+5705,2656,4772.73%+1,212
META PLATFORMS INC(META)01,800+1,80001,0300.43%+1,030
APPLE INC(AAPL)1,8845,782+3,8983971,3470.57%+950
HALOZYME THERAPEUTICS INC(HALO)108,922113,798+4,8765,7036,5142.75%+811
CLEARWAY ENERGY INC(CWEN)132,510127,119-5,3913,2723,9001.64%+628
UNITED RENTALS INC(URI)9,4918,333-1,1586,1386,7472.84%+609
GAP INC(GAP)220,507266,312+45,8055,2685,8722.48%+604
CROWN CASTLE INC(CCI)31,24530,762-4833,0533,6491.54%+597
NEXTERA ENERGY PARTNERS LP(XIFR)106,084125,827+19,7432,9323,4751.47%+543
ACCENTURE PLC IRELAND
SHS CLASS A
7,8428,165+3232,3792,8861.22%+507
AMERICAN TOWER CORP NEW(AMT)17,24116,350-8913,3513,8021.60%+451
BOOKING HOLDINGS INC(BKNG)1,4861,480-65,8876,2342.63%+347
TENET HEALTHCARE CORP(THC)44,90337,925-6,9785,9736,3032.66%+330
ORACLE CORP(ORCL)21,90620,073-1,8333,0933,4201.44%+327
EATON CORP PLC(ETN)8,3768,898+5222,6262,9491.24%+323
DELEK LOGISTICS PARTNERS LP(DKL)79,62479,126-4983,2233,4591.46%+236
EXTRA SPACE STORAGE INC(EXR)25,37523,132-2,2433,9444,1681.76%+225
BROADRIDGE FINL SOLUTIONS IN(BR)13,09812,973-1252,5802,7901.18%+209
UDR INC(UDR)90,47386,265-4,2083,7233,9111.65%+188
BUILDERS FIRSTSOURCE INC(BLDR)3,8003,600-2005266980.29%+172
STRIDE INC(LRN)15,06014,160-9001,0621,2080.51%+146
AMERIPRISE FINL INC(AMP)6,1165,866-2502,6132,7561.16%+143
NVIDIA CORPORATION(NVDA)51,83053,843+2,0136,4036,5392.76%+136
BHP GROUP LTD24,48524,48501,3981,5210.64%+123
SNAP ON INC(SNA)9,5319,008-5232,4912,6101.10%+118
MICROSOFT CORP(MSFT)20,10221,154+1,0528,9859,1033.84%+118
GRAINGER W W INC(GWW)2,9392,664-2752,6522,7671.17%+116
RIO TINTO PLC(RIO)20,10320,10301,3251,4310.60%+105
PARKER-HANNIFIN CORP(PH)4,7373,867-8702,3962,4431.03%+47
BROADCOM INC(AVGO)1,84817,377+15,5292,9672,9981.26%+31
LOCKHEED MARTIN CORP(LMT)6,3124,965-1,3472,9482,9021.22%-46
PROCTER AND GAMBLE CO(PG)17,61916,396-1,2232,9062,8401.20%-66
INNOVATOR ETFS TRUST
US EQT BUFR APR
9,6007,160-2,4403983110.13%-88
ALPHABET INC(GOOG)5,2904,990-3009648280.35%-136
HONEYWELL INTL INC(HON)13,49513,252-2432,8822,7391.15%-142
CELESTICA INC(CLS)17,01516,215-8009758290.35%-147
INNOVATOR ETFS TRUST
US EQTY BUFR MAR
13,7989,808-3,9905964420.19%-154
TEEKAY TANKERS LTD(TNK)11,60511,005-6007996410.27%-157
HESS MIDSTREAM LP(HESM)107,698106,699-9993,9253,7631.59%-161
ANALOG DEVICES INC(ADI)13,00312,081-9222,9682,7811.17%-187
ELEVANCE HEALTH INC(ELV)5,4155,169-2462,9342,6881.13%-246
MODINE MFG CO(MOD)73,42352,451-20,9727,3566,9652.94%-391
LAMB WESTON HLDGS INC(LW)7,4000-7,4006220-622
AXCELIS TECHNOLOGIES INC4,7000-4,7006680-668
MCKESSON CORP(MCK)9,80910,200+3915,7295,0432.13%-686
KLA CORP(KLAC)8,0407,634-4066,6295,9122.49%-717
NOVO-NORDISK A S(NVO)42,47129,276-13,1956,0623,4861.47%-2,576
NATIONAL STORAGE AFFILIATES(NSA)89,6230-89,6233,6940-3,694
SM ENERGY CO(SM)107,5010-107,5014,6470-4,647
SUPER MICRO COMPUTER INC(SMCI)6,2640-6,2645,1320-5,132
VISTRA CORP(VST)60,4340-60,4345,1960-5,196
MEDPACE HLDGS INC(MEDP)16,8210-16,8216,9280-6,928
FTAI AVIATION LTD(FTAI)85,5100-85,5108,8270-8,827
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