Castleview Partners, LLC Portfolio Holdings

Castleview Partners, LLC

  • $145 Million
  • Q4 2025

Castleview Partners, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $145 Million distributed in 197 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.51M, Conocophillips with a value of $5.82M, Home Depot, Inc. with a value of $5.07M, Amgen Inc with a value of $4.31M, and Spdr S&P 500 ETF Trust with a value of $4.17M.

Examining the 13F form we can see an increase of $19.7M in the current position value, from $126M to 145M.

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 $145 Million
ETFs: $50.4 Million
Technology: $19.6 Million
Healthcare: $17.5 Million
Consumer Cyclical: $15.5 Million
Financial Services: $15.4 Million
Energy: $9.95 Million
Consumer Defensive: $5.19 Million
Industrials: $3.57 Million
Other: $5.67 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$6.51 Million 4.48% of portfolio
24,351
Q4 2025 Reduced 34.28%
$113B
$5.82 Million 4.01% of portfolio
65,642
Q4 2025 Added 29.6%
$367B
$5.07 Million 3.49% of portfolio
14,170
Q4 2025 Added 29.55%
$183B
$4.31 Million 2.97% of portfolio
12,623
Q4 2025 Added 8.12%
$1.29T
$4.03 Million 2.77% of portfolio
9,848
Q4 2025 Added 16.0%
$99.5B
$4 Million 2.76% of portfolio
85,542
Q4 2025 Added 15.54%
$300B
$2.89 Million 1.99% of portfolio
9,001
Q4 2025 Added 16.99%
$169B
$2.58 Million 1.77% of portfolio
3,082
Q4 2025 Added 572.93%
$103B
$2.39 Million 1.64% of portfolio
19,924
Q4 2025 New
$3.78T
$2.29 Million 1.57% of portfolio
4,505
Q4 2025 Added 6.0%
$0
$2.08 Million 1.43% of portfolio
412,416
Q4 2025 Added 85.16%
$2.39T
$1.88 Million 1.29% of portfolio
8,009
Q4 2025 Reduced 3.37%
$465B
$1.8 Million 1.24% of portfolio
9,667
Q4 2025 Added 5.28%
$78.2B
$1.76 Million 1.21% of portfolio
5,406
Q4 2025 Reduced 18.62%
$4.4B
$1.38 Million 0.95% of portfolio
23,680
Q4 2025 New
$593B
$1.35 Million 0.93% of portfolio
6,128
Q4 2025 Added 2.24%
$533B
$1.29 Million 0.89% of portfolio
3,948
Q4 2025 Added 1.39%
$9.74B
$1.3 Million 0.89% of portfolio
71,300
Q4 2025 New
$512B
$1.27 Million 0.87% of portfolio
2,369
Q4 2025 Added 4.27%
$1.74T
$1.23 Million 0.85% of portfolio
4,304
Q4 2025 Reduced 2.03%
$73.2B
$1.1 Million 0.76% of portfolio
285
Q4 2025 Reduced 1.72%
$490B
$910,000 0.63% of portfolio
7,738
Q4 2025 Added 45.31%
$346B
$830,000 0.57% of portfolio
5,697
Q4 2025 Added 9.64%
$971B
$819,000 0.56% of portfolio
802
Q4 2025 Reduced 0.74%
$0
$814,000 0.56% of portfolio
814,600
Q4 2025 New
$132B
$791,000 0.54% of portfolio
3,514
Q4 2025 Added 63.98%
$279B
$790,000 0.54% of portfolio
7,683
Q4 2025 Reduced 4.24%
$237B
$750,000 0.52% of portfolio
4,914
Q4 2025 Added 3.54%
$881B
$746,000 0.51% of portfolio
2,484
Q4 2025 Added 29.44%
$181B
$703,000 0.48% of portfolio
27,615
Q4 2025 Added 31.16%
$55.7B
$636,000 0.44% of portfolio
3,965
Q4 2025 Reduced 35.89%
$303B
$633,000 0.44% of portfolio
4,092
Q4 2025 Added 46.56%
$65.2B
$633,000 0.44% of portfolio
1,369
Q4 2025 Reduced 28.32%
$70.2B
$624,000 0.43% of portfolio
19,357
Q4 2025 Added 12.12%
$156B
$621,000 0.43% of portfolio
5,009
Q4 2025 Added 10.92%
$0
$614,000 0.42% of portfolio
36,736
Q4 2025 Reduced 0.17%
$174B
$604,000 0.42% of portfolio
4,137
Q4 2025 Reduced 10.14%
$6.2B
$602,000 0.41% of portfolio
6,101
Q4 2025 Reduced 8.42%
$1.46T
$568,000 0.39% of portfolio
2,016
Q4 2025 New
$23.4B
$538,000 0.37% of portfolio
74
Q4 2025 Added 2.78%
$291B
$544,000 0.37% of portfolio
987
Q4 2025 Added 11.4%
$522B
$541,000 0.37% of portfolio
2,711
Q4 2025 Added 14.53%
$266B
$502,000 0.35% of portfolio
1,691
Q4 2025 Added 17.02%
$270B
$495,000 0.34% of portfolio
3,107
Q4 2025 Added 15.89%
$14.5B
$460,000 0.32% of portfolio
1,122
Q4 2025 Added 6.45%
$34.2B
$447,000 0.31% of portfolio
4,834
Q4 2025 Added 6.73%
$59.5B
$441,000 0.3% of portfolio
9,849
Q4 2025 Added 42.68%
$22.6B
$437,000 0.3% of portfolio
3,160
Q4 2025 Added 7.3%
$265B
$430,000 0.3% of portfolio
555
Q3 2025 Reduced 4.15%

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $145 Million
  • Prior Value $126 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 34 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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