StockDriftsStockDriftsTop 50 Castleview Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MBSF | VALUED ADVISERS TR | 10.6% | 952.1K | $24.2M | -3.73%(-36.87K) | $24.12(+5.97%) | 2026-09-30 | |
| MBSX | ADVISOR MANAGED PORTFOLIOS | 3.78% | 337.7K | $8.6M | +2.29%(+7.55K) | $26.01(+1.86%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.52% | 24.1K | $8.0M | +0.53%(+128) | $197.59(+73.56%) | 2026-09-30 | |
| TSLA | TESLA INC | 3.02% | 19.4K | $6.9M | +11.81%(+2.05K) | $347.18(+6.01%) | 2026-09-30 | |
| KKR | KKR & CO INC | 2.44% | 61.0K | $5.6M | +27.13%(+13.01K) | $108.69(-19.96%) | 2026-09-30 | |
| BMY | BRISTOL-MYERS SQUIBB CO | 2.43% | 88.9K | $5.5M | +6.41%(+5.35K) | $51.70(+13.78%) | 2026-09-30 | |
| HD | HOME DEPOT INC | 2.28% | 18.3K | $5.2M | +31.46%(+4.37K) | $351.82(-11.92%) | 2026-09-30 | |
| COP | CONOCOPHILLIPS | 2.19% | 39.9K | $5.0M | -15.43%(-7.27K) | $98.83(+46.96%) | 2026-09-30 | |
| LST | MANAGED PORTFOLIO SER | 2.18% | 106.3K | $5.0M | +1.67%(+1.75K) | $36.36(+30.87%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.14% | 6.4K | $4.9M | +1.04%(+66) | $430.97(+77.85%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.47% | +42.28% | +5.69% | +31.86% |
| Top 20 Holdings Unweighted | +14.97% | +51.98% | +6.98% | +40.14% |
Castleview Partners LLC reports $228.19M in US-listed equity holdings across 214 positions in its most recent 13F filing. Its largest disclosed positions are MBSF (10.6%), MBSX (3.8%) and AAPL (3.5%). The top 20 holdings account for 48.36% of reported assets. Its disclosed equity book has returned +42.28% on a three-year cumulative basis. Figures reflect the Q3 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