CASTLEARK MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GOOG | 7K | $1.70M |
 | QCOM | 7K | $1.16M |
 | URI | 7K | $6.53M |
 | LECO | 7K | $1.58M |
 | PANW | 6K | $1.25M |
 | PWR | 6K | $2.45M |
 | PCAR | 6K | $567.70K |
 | INSM | 6K | $825.18K |
 | FTAI | 6K | $945.43K |
 | JBHT | 6K | $759.40K |
 | BKV | 6K | $128.14K |
 | SBUX | 5K | $390.85K |
 | DE | 5K | $2.11M |
 | GWRE | 5K | $1.06M |
 | EME | 4K | $2.79M |
 | PG | 4K | $583.87K |
 | MTZ | 4K | $753.35K |
 | NDSN | 4K | $803.40K |
 | BA | 3K | $733.82K |
 | CME | 3K | $918.65K |
Alphabet Inc.
GOOG
Shares Held
7K
Value
$1.70M
QUALCOMM Incorporated
QCOM
Shares Held
7K
Value
$1.16M
United Rentals, Inc.
URI
Shares Held
7K
Value
$6.53M
Lincoln Electric Holdings, Inc.
LECO
Shares Held
7K
Value
$1.58M
Palo Alto Networks, Inc.
PANW
Shares Held
6K
Value
$1.25M
Quanta Services, Inc.
PWR
Shares Held
6K
Value
$2.45M
PACCAR Inc
PCAR
Shares Held
6K
Value
$567.70K
Insmed Incorporated
INSM
Shares Held
6K
Value
$825.18K
FTAI Aviation Ltd.
FTAI
Shares Held
6K
Value
$945.43K
J.B. Hunt Transport Services, Inc.
JBHT
Shares Held
6K
Value
$759.40K
BKV Corporation
BKV
Shares Held
6K
Value
$128.14K
Starbucks Corporation
SBUX
Shares Held
5K
Value
$390.85K
Deere & Company
DE
Shares Held
5K
Value
$2.11M
Guidewire Software, Inc.
GWRE
Shares Held
5K
Value
$1.06M
EMCOR Group, Inc.
EME
Shares Held
4K
Value
$2.79M
The Procter & Gamble Company
PG
Shares Held
4K
Value
$583.87K
MasTec, Inc.
MTZ
Shares Held
4K
Value
$753.35K
Nordson Corporation
NDSN
Shares Held
4K
Value
$803.40K
The Boeing Company
BA
Shares Held
3K
Value
$733.82K
CME Group Inc.
CME
Shares Held
3K
Value
$918.65K