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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.4B
$1.38 Million 0.95% of portfolio
23,680
Q4 2025 New
$9.74B
$1.3 Million 0.89% of portfolio
71,300
Q4 2025 New
$6.2B
$602,000 0.41% of portfolio
6,101
Q4 2025 Reduced 8.42%
$5.6B
$407,000 0.28% of portfolio
40,164
Q4 2025 Added 17.4%
$9.71B
$359,000 0.25% of portfolio
5,477
Q4 2025 Added 31.12%
$2.72B
$342,000 0.24% of portfolio
6,905
Q4 2025 Reduced 4.76%
$4.04B
$274,000 0.19% of portfolio
7,909
Q3 2025 Reduced 0.38%
$6.92B
$200,000 0.14% of portfolio
3,400
Q4 2025 New
$7.67B
$116,000 0.08% of portfolio
10,199
Q4 2025 Reduced 18.36%
$4.4B
$86,000 0.06% of portfolio
21,000
Q4 2025 New
$2.17B
$59,000 0.04% of portfolio
16,658
Q4 2025 Added 4.62%

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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