StockDriftsStockDriftsTop 50 Castlekeep Investment Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGK | VANGUARD INTL EQUITY INDEX F | 8.37% | 187.3K | $15.4M | +2.92%(+5.31K) | $66.14(+35.09%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7.59% | 29.2K | $14.0M | +8.62%(+2.32K) | $409.40(+24.03%) | 2026-03-31 | |
| KBE | SPDR SERIES TRUST | 6.77% | 209.5K | $12.5M | +2.02%(+4.15K) | $48.34(+41.94%) | 2026-03-31 | |
| BILS | SPDR SERIES TRUST | 6.7% | 124.2K | $12.4M | +1.00%(+1.23K) | $99.31(-0.15%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.72% | 49.1K | $10.6M | +4.21%(+1.98K) | $187.70(+27.13%) | 2026-03-31 | |
| TPYP | TORTOISE CAPITAL SERIES TRUS | 4.79% | 208.4K | $8.8M | +6.74%(+13.17K) | $30.25(+38.20%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.75% | 45.6K | $8.8M | -0.24%(-108) | $175.18(+22.68%) | 2026-03-31 | |
| IJS | ISHARES TR | 4.38% | 68.2K | $8.1M | +22.75%(+12.65K) | $103.39(+31.01%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3.12% | 8 | $5.7M | +0.00%(+0) | $739681.00(+2.96%) | 2026-03-31 | |
| OAKM | HARRIS OAKMARK ETF TRUST | 2.77% | 185.1K | $5.1M | +15.63%(+25.02K) | $25.91(+12.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.07% | +26.22% |
| Top 20 Holdings Unweighted | +8.96% | +29.35% |
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