StockDriftsStockDriftsTop 50 Castleview Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MBSF | VALUED ADVISERS TR | 12.91% | 987.3K | $25.2M | -10.34%(-113.82K) | $24.12(+6.29%) | 2026-03-31 | |
| MBSX | ADVISOR MANAGED PORTFOLIOS | 4.33% | 299.7K | $8.4M | +2.71%(+7.91K) | $25.90(+0.99%) | 2026-03-31 | |
| COP | CONOCOPHILLIPS | 3.35% | 49.4K | $6.5M | -24.68%(-16.20K) | $98.83(+18.79%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.31% | 25.4K | $6.5M | +4.50%(+1.09K) | $196.98(+51.73%) | 2026-03-31 | |
| TSLA | TESLA INC | 2.51% | 13.2K | $4.9M | +33.91%(+3.34K) | $327.94(+35.78%) | 2026-03-31 | |
| LST | MANAGED PORTFOLIO SERIES | 2.48% | 119.4K | $4.8M | +5.67%(+6.40K) | $36.18(+25.02%) | 2026-03-31 | |
| BMY | BRISTOL-MYERS SQUIBB CO | 2.3% | 74.0K | $4.5M | -13.51%(-11.55K) | $50.20(+12.32%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.12% | 6.4K | $4.1M | +1.66%(+104) | $427.60(+73.60%) | 2026-03-31 | |
| ARP | ADVISORS INNER CIRCLE FD II | 1.9% | 118.2K | $3.7M | +0.87%(+1.02K) | $28.17(+19.90%) | 2026-03-31 | |
| HD | HOME DEPOT INC | 1.87% | 11.1K | $3.6M | -21.86%(-3.10K) | $368.44(-17.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.39% | +41.98% |
| Top 20 Holdings Unweighted | +13.93% | +47.90% |
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