Kastel Capital Advisors, LLC
All 13F Filings
- Location
- Wellesley, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 158,122
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 57 | 158,122 | 13F-HR | Kastel Capital Advisors, LLC |
| Q1 2026 | 4/20/2026 | 55 | 162,914 | 13F-HR | Kastel Capital Advisors, LLC |
| Q4 2025 | 2/18/2026 | 55 | 162,914 | 13F-HR | Kastel Capital Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.54 K | 4.1% | 0 | 725 | -725 |
| ETFs | 144.2 K | 91.2% | 0 | 3.351 K | -3.351 K |
| Debt | 7.357 K | 4.7% | 0 | 714 | -714 |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
158,122
Holdings
57
QoQ value change ($000)
-4,792
(-2.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.