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Ramu Singh

Calton & Associates, Inc.

Assets Managed
$695.926M
Holdings
438
Last Quarter
2026 - Q1
Filed Date
8d ago
Growth Rate
2.21%(2Q avg: 2.21%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Calton & Associates, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 438 positions.

Assets under management

The assets under management (AUM) of Calton & Associates, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 695.926M in assets, with a quarterly growth rate of 2.21% and a 2-quarter average growth rate of 2.21%. The portfolio is managed by Ramu Singh, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -4.95%
4.69%
$32.57M
56,430 shares@ $577.19 avg price
PSTR
Peakshares Sector Rotat Etf
Recent Activity
Decreased -0.26%
4.19%
$29.159M
1.04M shares@ $28.05 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -2.25%
2.98%
$20.685M
270,245 shares@ $76.54 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
New Position
2.93%
$20.381M
31,340 shares@ $650.34 avg price
FDVV
Fidelity High Dividend Etf
Recent Activity
Decreased -4.45%
2.4%
$16.692M
302,166 shares@ $55.24 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.43%
2.37%
$16.44M
64,777 shares@ $253.8 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Decreased -8.82%
1.96%
$13.577M
269,716 shares@ $50.34 avg price
VRIG
Invesco Variable Rate Invest
Recent Activity
Decreased -0.99%
1.69%
$11.752M
469,425 shares@ $25.04 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -6.07%
1.63%
$11.291M
123,207 shares@ $91.65 avg price
DBEF
Xtrackers Msci Eafe Hedged E
Recent Activity
Increased 1.13%
1.54%
$10.687M
216,330 shares@ $49.41 avg price

1-10 of 438