CASTLEKEEP INVESTMENT ADVISORS LLC - Portfolio overview

CASTLEKEEP INVESTMENT ADVISORS LLC has 89 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. VGK - VANGUARD INTL EQUITY INDEX F, 6.87%
2. BRKB - BERKSHIRE HATHAWAY INC DEL, 6.22%
3. KBE - SPDR SERIES TRUST, 5.55%

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

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