Kastel Capital Advisors, LLC - Portfolio overview

Kastel Capital Advisors, LLC has 55 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 14.77%
2. FBND - FIDELITY MERRIMACK STR TR, 12.32%
3. IXUS - ISHARES TR, 10.75%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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