CASTLEKEEP INVESTMENT ADVISORS LLC - Portfolio Stock Holdings
CASTLEKEEP INVESTMENT ADVISORS LLC disclosed 89 stock positions in a recent SEC 13F filing. $182,788,535 of stock holdings were filed, with the largest holdings including VGK, BRK.B, and KBE. This filing represented positions held on March 31, 2026, and was filed on May 11, 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:
March 31, 2026No. of Stocks:
89Est. Stock Holding Value:
$182,788,535Top 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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