Castleview Partners, LLC Portfolio Holdings

Castleview Partners, LLC

  • $126 Million
  • Q3 2025

Castleview Partners, LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $126 Million distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.43M, Conocophillips with a value of $4.79M, Home Depot, Inc. with a value of $4.43M, Spdr S&P 500 ETF Trust with a value of $3.86M, and Tesla, Inc. with a value of $3.78M.

Examining the 13F form we can see an increase of $14.1M in the current position value, from $112M to 126M.

Castleview Partners, LLC is based out at Dallas, TX

Below you can find more details about Castleview Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $126 Million
ETFs: $46.3 Million
Technology: $19.4 Million
Healthcare: $15.6 Million
Consumer Cyclical: $15.2 Million
Financial Services: $9.87 Million
Energy: $7.33 Million
Consumer Defensive: $3.72 Million
Communication Services: $3.3 Million
Other: $4.43 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.93B
$718,000 0.57% of portfolio
6,662
Q3 2025 Reduced 8.35%
$5.51B
$334,000 0.27% of portfolio
34,210
Q3 2025 Reduced 1.66%
$3.32B
$332,000 0.26% of portfolio
7,250
Q3 2025 Reduced 46.42%
$3.95B
$271,000 0.22% of portfolio
7,909
Q3 2025 Reduced 0.38%
$7.97B
$155,000 0.12% of portfolio
12,493
Q3 2025 Reduced 45.42%
$2.15B
$63,000 0.05% of portfolio
15,923
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $126 Million
  • Prior Value $112 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 27 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
Track This Portfolio

Track Castleview Partners, LLC Portfolio

Follow Castleview Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Castleview Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castleview Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email