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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 $213,780,656
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Intl Equity Index Funds
 VWO 182,103 $14,531,819 6.8%
2.
Berkshire Hathaway Inc
 BRK.A 26,433 $13,288,926 6.22%
3.
Spdr Series Trust
 204,919 $12,176,287 5.7%
4.
Spdr Series Trust
 120,590 $12,001,117 5.61%
5.
Vanguard Specialized Funds - DIV APP ETF
 46,887 $10,117,746 4.73%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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