IE
Insider Edges

CASTELLAN GROUP 13F portfolio summary

CASTELLAN GROUP of CASTELLAN GROUP has 31 current stock holdings with a reported portfolio value of $725.7M. The portfolio 1 year return is +20.37%. Top holdings include SPY (0.00%), BOXX (17.78%), CWEN (4.81%), NEE (4.33%), GLTR (4.31%).

Back to investors

CASTELLAN GROUP

CASTELLAN GROUP
Latest filing: 2026-03-31

CASTELLAN GROUP runs CASTELLAN GROUP and currently holds 31 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $725.68M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CASTELLAN GROUP ranks #222 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CASTELLAN GROUP's portfolio at CASTELLAN GROUP has delivered returns of +20.37%. Their 3-year annualized return is +93.65%. Looking at the 5-year horizon, CASTELLAN GROUP has achieved +126.81% annualized returns at CASTELLAN GROUP.

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+20.37%
#634/1000
3 Year
+93.65%
#259/1000
5 Year
+126.81%
#151/1000

Portfolio Value

$725.68M

Alpha Score

83.0

#222 of 1000

Holdings

31

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change