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 Market Cap. of $200 Billions or more

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%
$367B
$5.07 Million 3.49% of portfolio
14,170
Q4 2025 Added 29.55%
$1.29T
$4.03 Million 2.77% of portfolio
9,848
Q4 2025 Added 16.0%
$300B
$2.89 Million 1.99% of portfolio
9,001
Q4 2025 Added 16.99%
$3.78T
$2.29 Million 1.57% of portfolio
4,505
Q4 2025 Added 6.0%
$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%
$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%
$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%
$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%
$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%
$303B
$633,000 0.44% of portfolio
4,092
Q4 2025 Added 46.56%
$1.46T
$568,000 0.39% of portfolio
2,016
Q4 2025 New
$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%
$265B
$430,000 0.3% of portfolio
555
Q3 2025 Reduced 4.15%
$306B
$415,000 0.29% of portfolio
5,880
Q4 2025 Added 22.32%
$268B
$389,000 0.27% of portfolio
1,578
Q4 2025 Reduced 4.07%
$1.37T
$382,000 0.26% of portfolio
628
Q4 2025 Added 19.62%
$222B
$384,000 0.26% of portfolio
678
Q4 2025 Reduced 0.59%
$228B
$360,000 0.25% of portfolio
2,775
Q4 2025 Reduced 20.6%
$204B
$323,000 0.22% of portfolio
2,186
Q4 2025 Added 1.06%
$1.65T
$317,000 0.22% of portfolio
1,148
Q4 2025 Reduced 0.69%
$662B
$246,000 0.17% of portfolio
484
Q4 2025 Added 2.98%
$404B
$229,000 0.16% of portfolio
251
Q4 2025 New
$342B
$239,000 0.16% of portfolio
1,375
Q4 2025 New

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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