| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 15 | Q2 2024 | 4.3% |
| KLA CORP | 15 | Q2 2024 | 3.2% |
| LOCKHEED MARTIN CORP | 15 | Q2 2024 | 1.6% |
| ORACLE CORP | 15 | Q2 2024 | 1.7% |
| PARKER-HANNIFIN CORP | 15 | Q2 2024 | 1.7% |
| GRAINGER W W INC | 15 | Q2 2024 | 1.7% |
| HONEYWELL INTL INC | 15 | Q2 2024 | 1.6% |
| ANALOG DEVICES INC | 15 | Q2 2024 | 1.6% |
| ACCENTURE PLC IRELAND | 15 | Q2 2024 | 1.7% |
| EXXON MOBIL CORP | 15 | Q2 2024 | 1.4% |
View Castellan Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-04 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-17 |
| 13F-HR | 2023-02-16 |
| 13F-HR | 2022-11-15 |
| 13F-HR/A | 2022-08-15 |
View Castellan Group's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.