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
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|