CASTLEKEEP INVESTMENT ADVISORS LLC - Portfolio Stock Holdings
CASTLEKEEP INVESTMENT ADVISORS LLC disclosed 75 stock positions in a recent SEC 13F filing. $198,545,776 of stock holdings were filed, with the largest holdings including VGK, BRK.B, and KBE. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.We estimate the fund has a total AUM of $920,751,806 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from corporations and other businesses.
Report Period:
June 30, 2026No. of Stocks:
75Est. Stock Holding Value:
$198,545,776Top Stock Holdings By Sector
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Portfolio Stock Holdings - CASTLEKEEP INVESTMENT ADVISORS LLC
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% of Portfolio
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