Castleview Partners, LLC
Castleview Partners, LLC reported 223 positions worth $227.5M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: MBSF (11.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MBSF | SH | $25.4M | 11.16% | 988,999 | — | — | |
| ▸ 2 | MBSX | SH | $9.0M | 3.96% | 330,184 | — | — | |
| ▸ 3 | TSLA | SH | $7.3M | 3.21% | 17,372 | — | — | |
| ▸ 4 | AAPL | SH | $6.9M | 3.05% | 23,991 | — | — | |
| ▸ 5 | STAX | SH | $5.7M | 2.50% | 223,409 | — | — | |
| ▸ 6 | HD | SH | $4.9M | 2.15% | 13,894 | — | — | |
| ▸ 7 | COP | SH | $4.9M | 2.15% | 47,126 | — | — | |
| ▸ 8 | LST | SH | $4.9M | 2.15% | 104,523 | — | — | |
| ▸ 9 | BMY | SH | $4.8M | 2.12% | 83,526 | — | — | |
| ▸ 10 | SPY | SH | $4.7M | 2.08% | 6,348 | — | — |
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Frequently Asked Questions
What stocks does Castleview Partners, LLC hold as of Q2 2026?
Castleview Partners, LLC reported 223 positions worth $227.5M in its Q2 2026 13F filing. Largest positions: MBSF (11.2%), MBSX (4.0%), TSLA (3.2%), AAPL (3.1%) and STAX (2.5%).
What did Castleview Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Castleview Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.