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Manager record

Kastel Capital Advisors, LLC

Wellesley, MA · CIK 2111663 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$158.12MReported 13F valueQ2 2026 · as filed
57Holdings listed
-2.9%vs prior quartervalue change includes market moves
3Quarters on record
Jul 09Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $162.9M$162.9MQ4 202555 holdingsQ1 2026: $162.9M$162.9MQ1 202655 holdingsQ2 2026: $158.1M$158.1MQ2 202657 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 09 2026 13F-HR · period Q2 2026

$158.12M · 57 holdings listed · View original SEC filing ↗
Apr 20 2026 13F-HR · period Q1 2026

$162.91M · 55 holdings listed · View original SEC filing ↗
Feb 18 2026 13F-HR · period Q4 2025

$162.91M · 55 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 09, 2026 · Change methodology