BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Castellan Group

· CIK 0001832521
13F Portfolio $912M AUM 41 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 41 New
Page 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PGIM ROCK ETF TR 78,480.0 $2.5M 0.28% NEW $32.32
22 MSFT MICROSOFT CORP Technology 5,900.0 $2.2M 0.24% NEW $373.02 +29.1%
23 BHP BHP BILLITON LIMITED Basic Materials 24,668.0 $2.1M 0.23% NEW $83.31 +6.9%
24 RIO RIO TINTO PLC Basic Materials 19,719.0 $1.9M 0.20% NEW $94.93 +1.9%
25 XOM EXXON MOBIL CORP Energy 13,453.0 $1.8M 0.20% NEW $136.72 +21.1%
26 CVX CHEVRON CORPORATION Energy 10,867.0 $1.8M 0.20% NEW $165.76 +24.1%
27 IVV ISHARES TR 2,196.0 $1.6M 0.18% NEW $748.89 +2.9%
28 DDFN INNOVATOR ETFS TRUST 79,420.0 $1.6M 0.17% NEW $20.08 +1.4%
29 RSP INVESCO EXCHANGE TRADED FD T 6,562.0 $1.4M 0.15% NEW $212.77 +3.3%
30 PUT STATE STR SPDR S&P 500 ETF T 629.0 $1.3M 0.14% NEW $2024.48
31 ORCL ORACLE CORP Technology 7,600.0 $1.1M 0.12% NEW $146.55 -2.6%
32 PUT INVESCO QQQ TR 164.0 $774K 0.09% NEW $4722.00
33 EFA ISHARES TR 6,995.0 $727K 0.08% NEW $103.88 +3.3%
34 IWM ISHARES TR 2,297.0 $690K 0.08% NEW $300.45 -0.1%
35 SPY STATE STR SPDR S&P 500 ETF T Financial Services 900.0 $672K 0.07% NEW $746.77 +2.8%
36 AMZN AMAZON COM INC Consumer Cyclical 2,400.0 $572K 0.06% NEW $238.34 +8.9%
37 META META PLATFORMS INC Communication Services 1,000.0 $563K 0.06% NEW $563.29 -3.5%
38 PGR PROGRESSIVE CORP Financial Services 2,000.0 $437K 0.05% NEW $218.45 -5.1%
39 VNQ VANGUARD INDEX FDS 3,105.0 $299K 0.03% NEW $96.43 +1.2%
40 DELL DELL TECHNOLOGIES INC Technology 585.0 $252K 0.03% NEW $431.46 +8.6%
Page 2 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Utilities 33.5%
Real Estate 28.5%
Energy 20.7%
Financial Services 6.8%
Basic Materials 4.7%
Technology 4.5%
Consumer Cyclical 0.7%
Communication Services 0.7%