Castellan Group has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $70.9 Million distributed in 31 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Energy Sector Spdr with a value of $5.83M, Abrdn Precious Metals Basket ETF Trust with a value of $5.78M, Clearway Energy, Inc. with a value of $3.96M, Care Trust Reit, Inc. with a value of $3.6M, and Eversource Energy with a value of $3.55M.
Examining the 13F form we can see an decrease of $286M in the current position value, from $357M to 70.9M.
Castellan Group is based out at Louisville, KY
Below you can find more details about Castellan Group portfolio as well as his latest detailed transactions.