SEC Form 13F · Q1 2026

CASTLEKEEP INVESTMENT ADVISORS LLC

Institutional Holdings Report

13F-HRCT
$184.4M
Portfolio Value
66
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
CASTLEKEEP INVESTMENT ADVISORS LLC
CIK
1404780
Accession No.
0002085853-26-000582
Location
Westport, CT
Form Type
13F-HR
Portfolio Value
$184.4M
Holdings Reported
66
Reporting Period
Q1 2026
Filed
May 11, 2026

About this Filing

CASTLEKEEP INVESTMENT ADVISORS LLC is an institutional investment manager based in Westport, CT reporting approximately $184.4M in 13(f) securities across 66 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.