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Home > Institutional Investor > Castlekeep Investment Advisors Llc > Profile

Instuitional Investor - Castlekeep Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Castlekeep Investment Advisors Llc
Portfolio Value $194,630,289
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Bloomberg 3 12 Mth T Bll Etf
 137,815 $13,711,214 7.04%
2.
Berkshire Hathaway Inc
 BRK.A 25,700 $13,687,306 7.03%
3.
Vanguard Intl Equity Index Funds
 VWO 185,702 $13,038,137 6.7%
4.
Spdr Series Trust
 180,611 $9,565,159 4.91%
5.
Vanguard Specialized Funds - DIV APP ETF
 45,275 $8,782,897 4.51%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)