Stock Taper 
CASTLEKEEP INVESTMENT ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 PepsiCo, Inc. | PEP | 6.55K | $887.55K |
 Novartis AG | NVS | 6.79K | $1.06M |
 The Procter & Gamble Company | PG | 6.9K | $1.01M |
 Walmart Inc. | WMT | 8.33K | $943.12K |
 United Parcel Service, Inc. | UPS | 10.49K | $1.13M |
 Kyndryl Holdings, Inc. | KD | 11.27K | $127.41K |
 Colgate-Palmolive Company | CL | 11.5K | $1.05M |
 Medtronic plc | MDT | 11.83K | $925.77K |
 Microsoft Corporation | MSFT | 12.45K | $4.65M |
 The Coca-Cola Company | KO | 13.29K | $1.08M |
 The Walt Disney Company | DIS | 21.81K | $2.1M |
 The Boeing Company | BA | 22.1K | $4.78M |
 Berkshire Hathaway Inc. | BRK-B | 32.99K | $16.51M |
 Citigroup Inc. | C | 35.58K | $4.98M |
 Ellington Financial Inc. | EFC | 88.88K | $1.21M |
 Oaktree Specialty Lending Corporation | OCSL | 289.71K | $3.46M |
 Golub Capital BDC, Inc. | GBDC | 366.12K | $4.72M |
 MidCap Financial Investment Corporation | MFIC | 414.66K | $4.18M |