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Castleton Investment Management LLC · 13F Holdings
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Castleton Investment Management LLC

No.11117 Data as of 2020Q3
Latest AUM (Q3 2020)
$10.0M
QoQ Change Q2 2020
+$287,000+2.9%
All
1
Holdings
1
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
1
Portfolio concentrationTop 5 holdings100%Top 10 holdings100%
CME 100%
Holdings Value Trend
Holdings by Sector
"Other / not classified" = holdings with no GICS sector, mainly ETFs/funds (index funds themselves hold ETFs), options, bonds and foreign listings. Shares are of total holdings value.
Stock Ownership TrendPortfolio %Prev Q %Q3 2020 ValueQ3 2020 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CME GROUP INCCME
100%100%$10.0M60,000$9.8M60,00000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

⏳
Net Outflow Net Inflow

Source: SEC EDGAR 13F filings (Q4 2015–Q3 2020 · 20 quarters) · USD · values estimated at quarter-end price

Built: 2026-09-15 08:45 · 13F Data · For reference only, not investment advice

Disclaimer: Data on this site is sourced from SEC EDGAR 13F filings and is for reference only. It does not constitute investment advice. Investing involves risk.

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