Fund HoldingsCastellan Group

Total Portfolio Value
$161.01M
Total Bought
$31.84M
Total Sold
$25.40M
Net Transaction
+$6.44M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MEDPACE HLDGS INC(MEDP)014,480+14,48004,4392.76%+4,439
FRONTDOOR INC(FTDR)091,680+91,68003,2292.01%+3,229
ARCH CAP GROUP LTD
ORD
040,185+40,18502,9851.85%+2,985
MURPHY OIL CORP(MUR)068,315+68,31502,9141.81%+2,914
NVIDIA CORPORATION(NVDA)2,3507,411+5,0611,0223,6702.28%+2,648
UNITED RENTALS INC(URI)8,4459,754+1,3093,7545,5933.47%+1,839
MODINE MFG CO(MOD)64,33579,798+15,4632,9434,7642.96%+1,821
LAMB WESTON HLDGS INC(LW)28,07537,725+9,6502,5964,0782.53%+1,482
BROADRIDGE FINL SOLUTIONS IN(BR)06,098+6,09801,2550.78%+1,255
CATERPILLAR INC(CAT)11,90614,791+2,8853,2504,3732.72%+1,123
KLA CORP(KLAC)6,0876,692+6052,7923,8902.42%+1,098
BROADCOM INC(AVGO)2,9993,030+312,4913,3822.10%+891
MICROSOFT CORP(MSFT)15,38815,250-1384,8595,7353.56%+876
NEXTERA ENERGY PARTNERS LP(XIFR)55,00481,099+26,0951,6342,4661.53%+833
NOVO-NORDISK A S(NVO)40,87543,907+3,0323,7174,5422.82%+825
BOOKING HOLDINGS INC(BKNG)1,2301,281+513,7934,5442.82%+751
ULTA BEAUTY INC(ULTA)6,3696,723+3542,5443,2942.05%+750
EXTRA SPACE STORAGE INC(EXR)22,71121,685-1,0262,7613,4772.16%+716
ORACLE CORP(ORCL)19,76225,894+6,1322,0932,7301.70%+637
LINCOLN ELEC HLDGS INC(LECO)20,17119,514-6573,6674,2442.64%+577
CLEARWAY ENERGY INC(CWEN)108,409103,808-4,6012,2942,8471.77%+554
NATIONAL STORAGE AFFILIATES(NSA)80,99874,048-6,9502,5713,0711.91%+500
AMERICAN TOWER CORP NEW(AMT)15,73014,196-1,5342,5873,0651.90%+478
EATON CORP PLC(ETN)10,05110,660+6092,1442,5671.59%+423
GRAINGER W W INC(GWW)3,2583,148-1102,2542,6091.62%+355
ATKORE INC22,66523,255+5903,3813,7212.31%+339
CROWN CASTLE INC(CCI)26,87224,390-2,4822,4732,8091.74%+336
BLACKROCK INC(BLK)2,9382,723-2151,8992,2111.37%+311
ANALOG DEVICES INC(ADI)12,63712,642+52,2132,5101.56%+298
MCKESSON CORP(MCK)8,3868,476+903,6473,9242.44%+278
ABRDN PRECIOUS METALS BASKET43,22242,732-4903,6373,8892.42%+252
PARKER-HANNIFIN CORP(PH)6,1235,709-4142,3852,6301.63%+245
CARNIVAL CORP013,154+13,15402440.15%+244
ACCENTURE PLC IRELAND
SHS CLASS A
6,9896,811-1782,1462,3901.48%+244
UDR INC(UDR)74,03275,086+1,0542,6412,8751.79%+234
AIR PRODS & CHEMS INC7,4358,506+1,0712,1072,3291.45%+222
LOCKHEED MARTIN CORP(LMT)5,4455,382-632,2272,4391.52%+213
HESS MIDSTREAM LP(HESM)91,43590,641-7942,6642,8671.78%+203
NRG ENERGY INC(NRG)75,47258,785-16,6872,9073,0391.89%+132
TRINET GROUP INC(TNET)31,28031,560+2803,6433,7532.33%+110
DELEK LOGISTICS PARTNERS LP(DKL)64,80065,211+4112,7202,8151.75%+96
SPDR S&P 500 ETF TR(SPY)1,6911,69107238040.50%+81
RIO TINTO PLC(RIO)20,01617,980-2,0361,2741,3390.83%+65
BHP GROUP LTD22,95519,720-3,2351,3061,3470.84%+41
HESS CORP8,5859,270+6851,3141,3360.83%+23
SELECT SECTOR SPDR TR
ST STR ENERG ETF
14,62016,020+1,4001,3221,3430.83%+22
CORMEDIX INC30,00032,500+2,5001111230.08%+12
CHEVRON CORP NEW(CVX)7,9789,082+1,1041,3451,3550.84%+9
ALLIANCEBERNSTEIN HLDG L P(AB)11,70011,70003553630.23%+8
EXXON MOBIL CORP11,55713,487+1,9301,3591,3480.84%-10
SUPER MICRO COMPUTER INC(SMCI)18,88518,153-7325,1795,1603.20%-18
HONEYWELL INTL INC(HON)11,2349,610-1,6242,0752,0151.25%-60
CARNIVAL CORP13,1540-13,1541800-180
BRISTOL-MYERS SQUIBB CO(BMY)3,7000-3,7002150-215
SNAP ON INC(SNA)9,8797,812-2,0672,5202,2561.40%-263
AMERIPRISE FINL INC(AMP)7,8086,023-1,7852,5742,2881.42%-286
NETFLIX INC(NFLX)1,0040-1,0043790-379
COVENANT LOGISTICS GROUP INC(CVLG)9,3280-9,3284090-409
APPLE INC(AAPL)9,3494,395-4,9541,6018460.53%-754
AMAZON COM INC(AMZN)8,0650-8,0651,0250-1,025
JABIL INC(JBL)45,15931,213-13,9465,7303,9772.47%-1,754
LOWES COS INC(LOW)9,5940-9,5941,9940-1,994
DEERE & CO(DE)6,4200-6,4202,4230-2,423
BOYD GAMING CORP(BYD)42,0710-42,0712,5590-2,559
ON SEMICONDUCTOR CORP(ON)34,1010-34,1013,1700-3,170
AXCELIS TECHNOLOGIES INC28,8756,930-21,9454,7088990.56%-3,809
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