Castellan Group
Annual return '25
+14.0%
SPY '25
+17.7%
Alpha
-3.7ptsvs SPY
Invested
$725.7M
Holdings
49
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CTEF
EA SERIES TRUST
Held since at least Q1 2024
61.0%
02
$CTIF
EA SERIES TRUST
Held since at least Q1 2024
22.2%
03
$BOXX
EA SERIES TRUST
Held since at least Q1 2024
2.9%
04
$VB
VANGUARD INDEX FDS
Held since at least Q1 2024
0.8%
05
$CWEN
CLEARWAY ENERGY INC
Held since at least Q1 2024
0.8%
06
$AVGO
BROADCOM INC
Q1 2026: New position (36.2k shares)
0.7%
07
$NEE
NEXTERA ENERGY INC
Held since at least Q1 2024
0.7%
08
$GLTR
ABRDN PRECIOUS METALS BASKET
Held since at least Q1 2024
0.7%
09
$POR
PORTLAND GEN ELEC CO
Held since at least Q1 2024
0.7%
10
$XLE
SELECT SECTOR SPDR TR
Held since at least Q1 2024
0.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:31 UTC.