Castellan Group has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $85.4 Million distributed in 40 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Abrdn Precious Metals Basket ETF Trust with a value of $7.03M, Energy Sector Spdr with a value of $6.13M, Eversource Energy with a value of $4.1M, Care Trust Reit, Inc. with a value of $3.97M, and Atmos Energy Corp with a value of $3.89M.
Examining the 13F form we can see an increase of $14.5M in the current position value, from $70.9M to 85.4M.
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.
