account_balance
Investment manager · 13F filer · SEC CIK 1832521
Castellan Group
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Reported value$856Mas of Sep 30, 2026
Positions41 4 new, 2 sold out
Top 10 weight91.7%CTEF alone is 65%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CTEFEa Series Trust
64.6%
CTIFEa Series Trust
20.8%
BOXXEa Series Trust
2.1%
XLE
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CTEF Ea Series Trust 64.6% Held
CTIF Ea Series Trust 20.8% Held
BOXX Ea Series Trust 2.1% Trimmed −11%
GLTR abrdn Precious Metals Basket ETF Trust 0.7% Added +31%LXP LXP Industrial Trust 0.7% HeldDKL Delek Logistics Partners, LP 0.6% HeldCTRE CareTrust REIT, Inc. 0.6% HeldEGP EastGroup Properties Inc 0.6% HeldMPLX MPLX LP 0.5% HeldFR First Industrial Realty Trust Inc 0.5% HeldXLE Select Sector SPDR Tr 0.5% Added +4%
IVV iShares Tr 0.5% Added +168%
What changed
Biggest moves since Jun 30, 2026
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