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The Analysis of Castaldo Gregory's Holdings & P&L
Currently, Castaldo Gregory holds 1 types of securities in its portfolio with a total value $1.8M. In the most recent quarter, they have increased their positions in CRTD (+548.4K shares, valued at $1.8M); initiated new positions in CRTD (+548.4K shares, valued at $1.8M).
1M P&L
-61.8K-28.46%
3M P&L
-220.8K-58.69%
HY P&L
-321.5K-67.41%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Medical Devices335.7K
100.0%
2Software - InfrastructureN/A
0.0%
3TobaccoN/A
0.0%
Top Industries by Stock Count
1Medical Devices1 stocks
20.0%
2Software - Infrastructure1 stocks
20.0%
3Tobacco1 stocks
20.0%
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Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
New
Shares548.4K
Event2026-09-09
Filed2026-09-18
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available