Fund HoldingsCastellan Group

Total Portfolio Value
$230.79M
Total Bought
$56.34M
Total Sold
$62.24M
Net Transaction
-$5.90M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
TG THERAPEUTICS INC(TGTX)0283,679+283,67908,5393.70%+8,539
FORTINET INC(FTNT)087,208+87,20808,2393.57%+8,239
NORWEGIAN CRUISE LINE HLDG L
SHS
0316,411+316,41108,1413.53%+8,141
BLUE BIRD CORP0200,574+200,57407,7483.36%+7,748
EASTGROUP PPTYS INC(EGP)022,569+22,56903,6221.57%+3,622
WEC ENERGY GROUP INC(WEC)038,460+38,46003,6171.57%+3,617
EVERSOURCE ENERGY(ES)062,036+62,03603,5631.54%+3,563
CARETRUST REIT INC(CTRE)0125,624+125,62403,3981.47%+3,398
VICTORIAS SECRET AND CO(VSXY)241,937176,279-65,6586,2187,3013.16%+1,084
BOOKING HOLDINGS INC(BKNG)1,4801,466-146,2347,2843.16%+1,050
CHENIERE ENERGY INC(LNG)30,66430,544-1205,5156,5632.84%+1,048
FRONTDOOR INC(FTDR)122,537122,271-2665,8816,6852.90%+804
MCKESSON CORP(MCK)10,20010,244+445,0435,8382.53%+795
CHEWY INC(CHWY)180,342178,179-2,1635,2825,9672.59%+685
INNOVATOR ETFS TRUST
US EQTY PWR BUF
017,661+17,66106790.29%+679
CELESTICA INC(CLS)16,21516,21508291,4970.65%+668
CINEMARK HLDGS INC(CNK)220,200217,863-2,3376,1306,7492.92%+619
APPLOVIN CORP(APP)67,39628,969-38,4278,7999,3814.06%+582
GAP INC(GAP)266,312272,408+6,0965,8726,4372.79%+565
PROGRESSIVE CORP(PGR)02,000+2,00004790.21%+479
APPLE INC(AAPL)5,7825,974+1921,3471,4960.65%+149
ALPHABET INC(GOOG)4,9904,99008289450.41%+117
AMERIPRISE FINL INC(AMP)5,8665,388-4782,7562,8691.24%+113
NVIDIA CORPORATION(NVDA)53,84349,447-4,3966,5396,6402.88%+102
FTAI INFRASTRUCTURE INC013,192+13,1920960.04%+96
SNAP ON INC(SNA)9,0087,764-1,2442,6102,6361.14%+26
META PLATFORMS INC(META)1,8001,80001,0301,0540.46%+24
DELEK LOGISTICS PARTNERS LP(DKL)79,12682,142+3,0163,4593,4711.50%+12
INNOVATOR ETFS TRUST
US EQTY BUFR MAR
9,8089,80804424530.20%+11
INNOVATOR ETFS TRUST
US EQT BUFR APR
7,1607,16003113170.14%+7
PARKER-HANNIFIN CORP(PH)3,8673,804-632,4432,4191.05%-24
BROADCOM INC(AVGO)17,37712,781-4,5962,9982,9631.28%-34
HESS MIDSTREAM LP(HESM)106,69998,110-8,5893,7633,6331.57%-130
CHEVRON CORP NEW(CVX)18,57017,940-6302,7352,5981.13%-136
BUILDERS FIRSTSOURCE INC(BLDR)3,6003,60006985150.22%-183
SELECT SECTOR SPDR TR
ST STR ENERG ETF
60,78059,555-1,2255,3365,1012.21%-235
BROADRIDGE FINL SOLUTIONS IN(BR)12,97311,256-1,7172,7902,5451.10%-245
EXXON MOBIL CORP23,08522,790-2952,7062,4521.06%-255
STRIDE INC(LRN)14,1608,960-5,2001,2089310.40%-277
RIO TINTO PLC(RIO)20,10319,288-8151,4311,1340.49%-296
PROCTER AND GAMBLE CO(PG)16,39615,133-1,2632,8402,5371.10%-303
EATON CORP PLC(ETN)8,8987,636-1,2622,9492,5341.10%-415
BHP GROUP LTD24,48522,515-1,9701,5211,0990.48%-421
ANALOG DEVICES INC(ADI)12,08110,952-1,1292,7812,3271.01%-454
UDR INC(UDR)86,26579,579-6,6863,9113,4551.50%-457
MICROSOFT CORP(MSFT)21,15420,364-7909,1038,5833.72%-519
GRAINGER W W INC(GWW)2,6642,122-5422,7672,2370.97%-531
HONEYWELL INTL INC(HON)13,2529,614-3,6382,7392,1720.94%-568
ELEVANCE HEALTH INC(ELV)5,1695,720+5512,6882,1100.91%-578
ACCENTURE PLC IRELAND
SHS CLASS A
8,1656,557-1,6082,8862,3071.00%-579
TEEKAY TANKERS LTD(TNK)11,0050-11,0056410-641
LOCKHEED MARTIN CORP(LMT)4,9654,470-4952,9022,1720.94%-730
ABRDN PRECIOUS METALS BASKET54,13249,197-4,9356,1335,4022.34%-731
CLEARWAY ENERGY INC(CWEN)127,119117,409-9,7103,9003,0531.32%-847
MODINE MFG CO(MOD)52,45152,230-2216,9656,0552.62%-910
HALOZYME THERAPEUTICS INC(HALO)113,798116,470+2,6726,5145,5682.41%-945
EXTRA SPACE STORAGE INC(EXR)23,13221,185-1,9474,1683,1691.37%-999
ORACLE CORP(ORCL)20,07314,234-5,8393,4202,3721.03%-1,048
NEXTERA ENERGY PARTNERS LP(XIFR)125,827131,599+5,7723,4752,3421.01%-1,133
TENET HEALTHCARE CORP(THC)37,92539,588+1,6636,3034,9972.17%-1,306
KB HOME(KBH)75,58578,155+2,5706,4775,1362.23%-1,341
MERITAGE HOMES CORP(MTH)31,98133,585+1,6046,5585,1662.24%-1,392
NOVO-NORDISK A S(NVO)29,2760-29,2763,4860-3,486
CROWN CASTLE INC(CCI)30,7620-30,7623,6490-3,649
AMERICAN TOWER CORP NEW(AMT)16,3500-16,3503,8020-3,802
PUBLIC STORAGE OPER CO(PSA)10,8200-10,8203,9370-3,937
KLA CORP(KLAC)7,6340-7,6345,9120-5,912
CATERPILLAR INC(CAT)16,6370-16,6376,5070-6,507
UNITED RENTALS INC(URI)8,3330-8,3336,7470-6,747
NRG ENERGY INC(NRG)113,0640-113,06410,3000-10,300
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