Back to CASTLEKEEP INVESTMENT ADVISORS LLC

Castlekeep Investment Advisors LLC

All holdings · as of Dec 31, 2025

90 positions

CompanyClassValueShares% of portfolio
INTERNATIONAL BUSINESS MACHINES CORP$1.17M3,9360.5%
United Parcel Service Inc$1.14M11,4590.5%
RTX Corp$1.13M6,1420.5%
Chubb Ltd$1.07M3,4370.5%
JPMORGAN CHASE & CO$1.07M3,3100.5%
JOHNSON & JOHNSON$1.05M5,0910.5%
NOVARTIS AG$1.04M7,5740.5%
EXXON MOBIL CORP$1.03M8,5870.5%
COCA COLA CO$1.02M14,5220.5%
DEERE & CO$1.01M2,1750.5%
Walmart Inc.$1.01M9,0470.5%
Medtronic plc$1.00M10,4120.5%
Union Pacific Corp$987.0K4,2670.4%
COLGATE PALMOLIVE CO$979.4K12,3940.4%
GENERAL DYNAMICS CORP$972.6K2,8890.4%
MCDONALD'S CORP$963.7K3,1530.4%
Ellington Credit CoEARNClosed-End Fund$960.7K182,2950.4%
PROCTER & GAMBLE Co$933.8K6,5160.4%
LOCKHEED MARTIN CORP$929.1K1,9210.4%
GENERAL MILLS INC$929.0K19,9790.4%
LINDE PLC$921.4K2,1610.4%
PEPSICO INC$914.1K6,3690.4%
COSTCO WHOLESALE CORP /NEW$876.1K1,0160.4%
HOME DEPOT, INC.$862.0K2,5050.4%
PUTNAM ETF TRUST$838.2K27,3930.4%
FIRST TR EXCH TRD ALPHDX FD$728.7K12,4950.3%
ISHARES INC$544.5K8,5700.2%
ISHARES INC$537.1K5,5250.2%
ISHARES INC$441.1K20,7570.2%
ISHARES TR$438.0K4,7040.2%
ISHARES INC$394.8K15,0740.2%
ISHARES INC$345.7K12,5660.2%
ISHARES TR$319.4K5,3170.1%
VANGUARD WORLD FD$261.6K3470.1%
Kyndryl Holdings, Inc.$247.4K9,3140.1%
ISHARES INC$221.5K8,0960.1%
ISHARES TR$216.4K8,6740.1%
Quanta Services Inc$205.1K4860.1%
ISHARES TR$204.2K9630.1%
VANECK ETF TRUST$193.7K10,1530.1%
← PrevPage 2 of 2Next →