CASTLEKEEP INVESTMENT ADVISORS LLC

data from 30/09/2025

Capitalization

$ 213.781 M 4.58 %

Average holding period

6 ans

Performance

$ 32.188 M 21.07 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in CASTLEKEEP INVESTMENT ADVISORS LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 VGK VANGUARD INTL EQUITY INDEX F 6.80% 14.532 M $ 182103 2023/12/31 417.355 K $ 2.97 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 6.22% 13.289 M $ 26433 2023/12/31 431.360 K $ 3.49 %
2025/09/30 KBE SPDR SERIES TRUST 5.70% 12.176 M $ 204919 2023/12/31 739.715 K $ 6.56 %
2025/09/30 BILS SPDR SERIES TRUST 5.61% 12.001 M $ 120590 2023/12/31 11.490 K $ 0.09 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 4.73% 10.118 M $ 46887 2023/12/31 507.416 K $ 5.43 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 4.06% 8.673 M $ 45722 2024/12/31 363.947 K $ 4.38 %
2025/09/30 TPYP TORTOISE CAPITAL SERIES TRUS 3.29% 7.029 M $ 192827 2025/06/30 134.868 K $ 2.02 %
2025/09/30 IJS ISHARES TR 2.84% 6.081 M $ 54986 2023/12/31 599.999 K $ 11.16 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 2.82% 6.034 M $ 8 2025/03/31 203.200 K $ 3.49 %
2025/09/30 GLDD GREAT LAKES DREDGE & DOCK CO 2.55% 5.450 M $ 454529 2023/12/31 -95.432 K $ -1.64 %
2025/09/30 GBDC GOLUB CAP BDC INC 2.42% 5.166 M $ 377389 2023/12/31 -326.737 K $ -6.55 %
2025/09/30 MFIC MIDCAP FINANCIAL INVSTMNT CO 2.24% 4.780 M $ 398683 2023/12/31 -245.013 K $ -4.99 %
2025/09/30 BA BOEING CO 2.12% 4.531 M $ 20995 2024/03/31 129.956 K $ 3.01 %
2025/09/30 OCSL OAKTREE SPECIALTY LENDING CO 2.03% 4.337 M $ 332348 2023/12/31 -195.845 K $ -4.47 %
2025/09/30 C CITIGROUP INC 1.74% 3.716 M $ 36611 2023/12/31 596.248 K $ 19.24 %
2025/09/30 OAKM HARRIS OAKMARK ETF TRUST 1.61% 3.437 M $ 128346 2025/06/30 124.785 K $ 4.28 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 1.52% 3.244 M $ 4074 2023/12/31 358.298 K $ 12.52 %
2025/09/30 JMST J P MORGAN EXCHANGE TRADED F 1.45% 3.095 M $ 60642 2023/12/31 6.554 K $ 0.24 %
2025/09/30 XSOE WISDOMTREE TR 1.21% 2.587 M $ 68192 2024/12/31 224.716 K $ 10.03 %
2025/09/30 LYFT LYFT INC 1.13% 2.420 M $ 109957 2025/06/30 549.162 K $ 39.66 %
2025/09/30 SUPN SUPERNUS PHARMACEUTICALS INC 1.12% 2.396 M $ 50130 2025/06/30 651.857 K $ 51.62 %
2025/09/30 PFXF VANECK ETF TRUST 1.12% 2.384 M $ 134183 2024/06/30 87.218 K $ 3.80 %
2025/09/30 GOOGL ALPHABET INC 1.10% 2.348 M $ 9659 2024/03/31 638.140 K $ 37.94 %
2025/09/30 BKLN INVESCO EXCH TRADED FD TR II 1.09% 2.337 M $ 111680 2023/12/31 1.114 K $ 0.05 %
2025/09/30 DIS DISNEY WALT CO 1.09% 2.334 M $ 20380 2023/12/31 -192.111 K $ -7.67 %
2025/09/30 VONG VANGUARD SCOTTSDALE FDS 1.00% 2.131 M $ 17685 2023/12/31 183.240 K $ 10.35 %
2025/09/30 PENG PENGUIN SOLUTIONS INC 0.99% 2.119 M $ 80635 2025/09/30 0.000 $ 0.00 %
2025/09/30 ADEA ADEIA INC 0.97% 2.084 M $ 124053 2024/12/31 299.324 K $ 18.81 %
2025/09/30 JHG JANUS HENDERSON GROUP PLC 0.92% 1.975 M $ 44374 2024/12/31 225.546 K $ 14.60 %
2025/09/30 GL GLOBE LIFE INC 0.91% 1.945 M $ 13604 2025/06/30 203.070 K $ 15.03 %
2025/09/30 MO ALTRIA GROUP INC 0.85% 1.814 M $ 27466 2024/12/31 188.982 K $ 12.67 %
2025/09/30 THG HANOVER INS GROUP INC 0.83% 1.782 M $ 9811 2025/06/30 92.198 K $ 6.92 %
2025/09/30 EWJ ISHARES INC 0.82% 1.750 M $ 21822 2023/12/31 114.347 K $ 6.99 %
2025/09/30 HIG HARTFORD INSURANCE GROUP INC 0.81% 1.741 M $ 13051 2025/06/30 68.010 K $ 5.14 %
2025/09/30 BFH BREAD FINANCIAL HOLDINGS INC 0.80% 1.720 M $ 30834 2024/12/31 -37.185 K $ -2.36 %
2025/09/30 DBX DROPBOX INC 0.80% 1.714 M $ 56743 2025/06/30 73.002 K $ 5.63 %
2025/09/30 ABG ASBURY AUTOMOTIVE GROUP INC 0.80% 1.701 M $ 6959 2025/06/30 32.871 K $ 2.48 %
2025/09/30 EXEL EXELIXIS INC 0.76% 1.628 M $ 39411 2025/06/30 -87.547 K $ -6.31 %
2025/09/30 UNM UNUM GROUP 0.76% 1.624 M $ 20879 2025/06/30 -49.718 K $ -3.69 %
2025/09/30 DHT DHT HOLDINGS INC 0.74% 1.584 M $ 132528 2025/06/30 124.353 K $ 10.55 %
2025/09/30 CXSE WISDOMTREE TR 0.74% 1.578 M $ 35387 2023/12/31 359.885 K $ 29.56 %
2025/09/30 AXS AXIS CAPITAL HLDG LT F 0.72% 1.537 M $ 16046 2025/06/30 -102.840 K $ -7.72 %
2025/09/30 WKC WORLD KINECT CORPORATION 0.71% 1.512 M $ 58258 2025/06/30 -111.732 K $ -8.47 %
2025/09/30 HRB BLOCK H & R INC 0.70% 1.500 M $ 29665 2025/06/30 -102.405 K $ -7.87 %
2025/09/30 MSFT MICROSOFT CORP 0.67% 1.436 M $ 2773 2023/12/31 86.042 K $ 4.13 %
2025/09/30 HRMY HARMONY BIOSCIENCES HLDGS IN 0.65% 1.381 M $ 50124 2025/06/30 -161.838 K $ -12.78 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.59% 1.265 M $ 4485 2023/12/31 -69.397 K $ -4.28 %
2025/09/30 IEUS ISHARES TR 0.55% 1.171 M $ 17373 2023/12/31 4.477 K $ 0.39 %
2025/09/30 EFC ELLINGTON FINANCIAL INC 0.55% 1.169 M $ 90073 2024/12/31 -900.000 $ -0.08 %
2025/09/30 TEAF TORTOISE SUSTAINABLE & SOCIA 0.53% 1.133 M $ 96371 2023/12/31 -47.479 K $ -4.00 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.51% 1.088 M $ 2180 2023/12/31 96.956 K $ 7.79 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.49% 1.049 M $ 3325 2023/12/31 141.482 K $ 8.80 %
2025/09/30 RTX RTX CORPORATION 0.48% 1.037 M $ 6195 2023/12/31 210.159 K $ 14.59 %
2025/09/30 UNP UNION PAC CORP 0.48% 1.028 M $ 4347 2023/12/31 34.129 K $ 2.73 %
2025/09/30 CAH CARDINAL HEALTH INC 0.48% 1.024 M $ 6521 2023/12/31 -100.982 K $ -6.57 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.48% 1.018 M $ 2984 2023/12/31 226.963 K $ 16.92 %
2025/09/30 NVS NOVARTIS AG 0.48% 1.016 M $ 7923 2023/12/31 80.339 K $ 5.97 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.48% 1.016 M $ 5477 2023/12/31 249.925 K $ 21.39 %
2025/09/30 MDT MEDTRONIC PLC 0.47% 1.005 M $ 10556 2023/12/31 114.892 K $ 9.26 %
2025/09/30 XOM EXXON MOBIL CORP 0.47% 1.005 M $ 8913 2023/12/31 55.044 K $ 4.59 %
2025/09/30 EARN ELLINGTON CREDIT COMPANY 0.46% 984.662 K $ 180672 2024/09/30 -54.201 K $ -5.22 %
2025/09/30 CB CHUBB LIMITED 0.46% 974.045 K $ 3451 2023/12/31 -30.910 K $ -2.58 %
2025/09/30 WMT WALMART INC 0.46% 973.402 K $ 9445 2023/12/31 73.281 K $ 5.40 %
2025/09/30 LIN LINDE PLC 0.45% 962.825 K $ 2027 2023/12/31 15.620 K $ 1.24 %
2025/09/30 HD HOME DEPOT INC 0.45% 960.705 K $ 2371 2023/12/31 125.788 K $ 10.51 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.45% 959.852 K $ 6247 2023/12/31 -40.353 K $ -3.56 %
2025/09/30 GIS GENERAL MLS INC 0.45% 956.871 K $ 18978 2023/12/31 -27.199 K $ -2.68 %
2025/09/30 MCD MCDONALDS CORP 0.44% 946.313 K $ 3114 2023/12/31 45.344 K $ 4.01 %
2025/09/30 DE DEERE & CO 0.43% 911.319 K $ 1993 2023/12/31 -138.986 K $ -10.07 %
2025/09/30 KO COCA COLA CO 0.42% 905.533 K $ 13654 2023/12/31 -74.353 K $ -6.26 %
2025/09/30 PEP PEPSICO INC 0.42% 895.586 K $ 6377 2023/12/31 66.872 K $ 6.36 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.42% 894.928 K $ 11195 2023/12/31 -139.422 K $ -12.06 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.41% 875.896 K $ 10486 2023/12/31 -206.552 K $ -17.25 %
2025/09/30 TGT TARGET CORP 0.38% 802.277 K $ 8944 2023/12/31 -107.749 K $ -9.07 %
2025/09/30 NFTY FIRST TR EXCH TRD ALPHDX FD 0.33% 711.225 K $ 12495 2023/12/31 -38.109 K $ -5.09 %
2025/09/30 EWT ISHARES INC 0.26% 545.223 K $ 8570 2023/12/31 53.305 K $ 10.84 %
2025/09/30 EWH ISHARES INC 0.21% 447.313 K $ 20757 2023/12/31 35.079 K $ 8.51 %
2025/09/30 EWY ISHARES INC 0.21% 442.553 K $ 5525 2023/12/31 45.967 K $ 11.59 %
2025/09/30 AAXJ ISHARES TR 0.20% 429.099 K $ 4704 2024/12/31 40.454 K $ 10.41 %
2025/09/30 EWA ISHARES INC 0.19% 406.998 K $ 15074 2023/12/31 10.250 K $ 2.58 %
2025/09/30 PWR QUANTA SVCS INC 0.19% 401.987 K $ 970 2023/12/31 35.249 K $ 9.61 %
2025/09/30 EWS ISHARES INC 0.17% 356.120 K $ 12566 2023/12/31 29.655 K $ 9.08 %
2025/09/30 MCHI ISHARES TR 0.16% 350.124 K $ 5317 2024/03/31 57.157 K $ 19.51 %
2025/09/30 KD KYNDRYL HLDGS INC 0.13% 279.699 K $ 9314 2024/12/31 -111.116 K $ -28.43 %
2025/09/30 REET ISHARES TR 0.11% 239.293 K $ 9362 2024/12/31 7.646 K $ 3.48 %
2025/09/30 EWM ISHARES INC 0.10% 209.848 K $ 8096 2025/09/30 0.000 $ 0.00 %
2025/09/30 VNM VANECK ETF TRUST 0.08% 181.130 K $ 10153 2023/12/31 41.525 K $ 29.75 %
2025/09/30 PRDO PERDOCEO ED CORP 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 ABC CENCORA INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %