StockDriftsStockDriftsTop 50 Castleview Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MBSF | VALUED ADVISERS TR | 11.16% | 989.0K | $25.4M | +0.17%(+1.68K) | $24.12(+6.42%) | 2026-06-30 | |
| MBSX | ADVISOR MANAGED PORTFOLIOS | 3.96% | 330.2K | $9.0M | +10.17%(+30.47K) | $26.00(+7.03%) | 2026-06-30 | |
| TSLA | TESLA INC | 3.21% | 17.4K | $7.3M | +31.74%(+4.18K) | $342.40(-0.53%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.05% | 24.0K | $6.9M | -5.72%(-1.46K) | $196.98(+55.03%) | 2026-06-30 | |
| STAX | NOMURA ETF TR | 2.5% | 223.4K | $5.7M | new | $25.42(-0.45%) | 2026-06-30 | |
| HD | HOME DEPOT INC | 2.15% | 13.9K | $4.9M | +25.48%(+2.82K) | $362.28(-7.78%) | 2026-06-30 | |
| COP | CONOCOPHILLIPS | 2.15% | 47.1K | $4.9M | -4.69%(-2.32K) | $98.83(+27.55%) | 2026-06-30 | |
| LST | MANAGED PORTFOLIO SER | 2.15% | 104.5K | $4.9M | -12.47%(-14.88K) | $36.18(+33.73%) | 2026-06-30 | |
| BMY | BRISTOL-MYERS SQUIBB CO | 2.12% | 83.5K | $4.8M | +12.89%(+9.54K) | $51.17(+26.30%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.08% | 6.3K | $4.7M | -0.36%(-23) | $427.60(+81.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.69% | +43.11% | +5.77% | +32.38% |
| Top 20 Holdings Unweighted | +14.59% | +50.47% | +6.98% | +40.10% |
Castleview Partners, LLC reports $227.52M in US-listed equity holdings across 223 positions in its most recent 13F filing. Its largest disclosed positions are MBSF (11.2%), MBSX (4.0%) and TSLA (3.2%). The top 20 holdings account for 48.01% of reported assets. Its disclosed equity book has returned +43.11% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Castleview Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1737088). View Castleview Partners, LLC’s 13F filings on SEC