Castellan Group - Portfolio overview

Castellan Group has 40 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Utilities and Real Estate.

Largest reported holdings by portfolio allocation

1. CTEF - EA SERIES TRUST, 60.62%
2. CTIF - EA SERIES TRUST, 22.01%
3. BOXX - EA SERIES TRUST, 2.83%

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

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