Castleview Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1737088
Institutional-grade research for retail investors
13F Reported Value
ⓘ$195.1M
Holdings
200
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Castleview Partners, LLC disclosed 200 positions worth $195.1M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 24 new positions and exited 18 — including a new stake in $SIVR. The portfolio is most concentrated in Other (50.9% of disclosed assets). All figures are sourced directly from Castleview Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1737088.
AI Fund Analysis
StableVALUED ADVISERS TR
12.9% weight
Held 9 quarters
ADVISOR MANAGED PORTFOLIOS
4.3% weight
Held 4 quarters
$COP3.4% weight
Held 9 quarters
$AAPL3.3% weight
Held 9 quarters
$TSLA2.5% weight
Held 9 quarters
$CSGP5 quarters accumulating
$SPY4 quarters accumulating
$UNH4 quarters accumulating
$FSCO4 quarters accumulating
$XOM4 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyHealthcareEnergyIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VALUED ADVISERS TR
—Quality
$25.2M987,316 shADVISOR MANAGED PORTFOLIOS
—Quality
$8.4M299,717 sh- 74.8#148
Quality
$6.5M49,443 sh - 76.1
Quality
$6.5M25,446 sh - 50.1
Quality
$4.9M13,187 sh MANAGED PORTFOLIO SERIES
—Quality
$4.8M119,408 sh- 70.1
Quality
$4.5M73,988 sh - —
Quality
$4.1M6,371 sh ADVISORS INNER CIRCLE FD II
—Quality
$3.7M118,161 sh- 69.2
Quality
$3.6M11,073 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VALUED ADVISERS TR | — | $25.2M | 987,316 |
| ADVISOR MANAGED PORTFOLIOS | — | $8.4M | 299,717 |
| CONOCOPHILLIPS$COP | 74.8#148 | $6.5M | 49,443 |
| Apple Inc.$AAPL | 76.1 | $6.5M | 25,446 |
| Tesla, Inc.$TSLA | 50.1 | $4.9M | 13,187 |
| MANAGED PORTFOLIO SERIES | — | $4.8M | 119,408 |
 BRISTOL MYERS SQUIBB CO$BMY | 70.1 | $4.5M | 73,988 |
| SPDR S&P 500 ETF TRUST$SPY | — | $4.1M | 6,371 |
| ADVISORS INNER CIRCLE FD II | — | $3.7M | 118,161 |
 HOME DEPOT, INC.$HD | 69.2 | $3.6M | 11,073 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Castleview Partners, LLC's 200 positions.
Showing top 10 of 200 holdings.
Sector Allocation
Other
$99.3M
Financials
$17.7M
Technology
$17.3M
Healthcare
$15.4M
Energy
$12.7M
Industrials
$10.1M
Consumer Discretionary
$9.7M
Consumer Staples
$5.1M
Full Holdings — Castleview Partners, LLC (Q1 2026)
All 200 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VALUED ADVISERS TR | $25.2M | 12.9% | -10% | — |
| 2 | — | ADVISOR MANAGED PORTFOLIOS | $8.4M | 4.3% | +3% | — |
| 3 | $COP | CONOCOPHILLIPS | $6.5M | 3.4% | -25% | 74.8 |
| 4 | $AAPL | Apple Inc. | $6.5M | 3.3% | +4% | 76.1 |
| 5 | $TSLA | Tesla, Inc. | $4.9M | 2.5% | +34% | 50.1 |
| 6 | — | MANAGED PORTFOLIO SERIES | $4.8M | 2.5% | +6% | — |
| 7 | $BMY | BRISTOL MYERS SQUIBB CO | $4.5M | 2.3% | -14% | 70.1 |
| 8 | $SPY | SPDR S&P 500 ETF TRUST | $4.1M | 2.1% | +2% | — |
| 9 | — | ADVISORS INNER CIRCLE FD II | $3.7M | 1.9% | +1% | — |
| 10 | $HD | HOME DEPOT, INC. | $3.6M | 1.9% | -22% | 69.2 |
| 11 |  $KKR | KKR & Co. Inc. | $3.4M | 1.7% | +85% | 49.8 |
| 12 | — | VANECK ETF TRUST | $3.2M | 1.6% | +4% | — |
| 13 | — | FIDELITY COVINGTON TRUST | $3.0M | 1.5% | -12% | — |
| 14 |  $AMGN | AMGEN INC | $2.8M | 1.4% | -38% | 79.5 |
| 15 | $UNH | UNITEDHEALTH GROUP INC | $2.7M | 1.4% | +11% | 66.8 |
| 16 | — | FIDELITY COVINGTON TRUST | $2.5M | 1.3% | +15% | — |
| 17 | — | J P MORGAN EXCHANGE TRADED F | $2.4M | 1.2% | -44% | — |
| 18 | $FSCO | FS Credit Opportunities Corp. | $2.2M | 1.1% | +47% | — |
| 19 | — | VANGUARD INDEX FDS | $2.1M | 1.1% | +17% | — |
| 20 | $XOM | EXXON MOBIL CORP | $2.0M | 1.0% | +49% | 61.8 |
| 21 |  $OUNZ | VanEck Merk Gold ETF | $1.8M | 0.9% | +8% | — |
| 22 | — | VANGUARD INSTL INDEX FD | $1.7M | 0.9% | +554% | — |
| 23 |  $NVDA | NVIDIA CORP | $1.7M | 0.9% | +2% | 90.2 |
| 24 | — | SPDR SERIES TRUST | $1.7M | 0.8% | -26% | — |
| 25 |  $SIVR | abrdn Silver ETF Trust | $1.6M | 0.8% | NEW | — |
| 26 | — | SIMPLIFY EXCHANGE TRADED FUN | $1.6M | 0.8% | +59% | — |
| 27 |  $MSFT | MICROSOFT CORP | $1.5M | 0.8% | -11% | 83.7 |
| 28 |  $ELV | Elevance Health, Inc. | $1.5M | 0.8% | -6% | 59.4 |
| 29 |  $IAUX | i-80 Gold Corp. | $1.5M | 0.8% | +17% | — |
| 30 | — | FIRST TR EXCHNG TRADED FD VI | $1.4M | 0.7% | -1% | — |
| 31 | — | PROSHARES TR | $1.3M | 0.7% | -24% | — |
| 32 |  $ACI | Albertsons Companies, Inc. | $1.3M | 0.7% | +8% | 52.2 |
| 33 |  $MAIN | Main Street Capital CORP | $1.3M | 0.6% | +0% | — |
| 34 |  $AMZN | AMAZON COM INC | $1.2M | 0.6% | -26% | 74.6 |
| 35 | — | FIRST TR EXCHNG TRADED FD VI | $1.2M | 0.6% | -1% | — |
| 36 | — | SPDR SERIES TRUST | $1.2M | 0.6% | -6% | — |
| 37 |  $AVGO | Broadcom Inc. | $1.2M | 0.6% | -2% | 86.4 |
| 38 |  $GOOGL | Alphabet Inc. | $1.1M | 0.6% | -8% | 80.2 |
| 39 | — | VANECK ETF TRUST | $1.1M | 0.6% | -11% | — |
| 40 | — | FIRST TR EXCHNG TRADED FD VI | $1.1M | 0.6% | +88% | — |
| 41 |  $V | VISA INC. | $1.1M | 0.6% | -8% | 83.5 |
| 42 |  $MA | Mastercard Inc | $1.1M | 0.5% | -10% | 81.7 |
| 43 | — | ISHARES TR | $1.0M | 0.5% | +0% | — |
| 44 |  $CVX | CHEVRON CORP | $964,154 | 0.5% | +14% | 54.7 |
| 45 | — | VANECK ETF TRUST | $957,612 | 0.5% | +22% | — |
| 46 | — | ANGEL OAK FUNDS TRUST | $946,801 | 0.5% | NEW | — |
| 47 |  $WMT | Walmart Inc. | $912,837 | 0.5% | -4% | 63.2 |
| 48 |  $AZO | AUTOZONE INC | $908,623 | 0.5% | -6% | 66.5 |
| 49 |  $PG | PROCTER & GAMBLE Co | $898,417 | 0.5% | +9% | 72.9 |
| 50 | — | INNOVATOR ETFS TRUST | $885,817 | 0.5% | -2% | — |
| 51 | — | FIRST TR EXCHNG TRADED FD VI | $845,765 | 0.4% | +9% | — |
| 52 |  $PM | Philip Morris International Inc. | $832,156 | 0.4% | +2% | 80.5 |
| 53 |  $JPM | JPMORGAN CHASE & CO | $828,649 | 0.4% | +13% | 35.6 |
| 54 | — | FIRST TR EXCHANGE-TRADED FD | $822,374 | 0.4% | +549% | — |
| 55 |  $T | AT&T INC. | $798,964 | 0.4% | -0% | 71.9 |
| 56 | — | FIDELITY COVINGTON TRUST | $755,618 | 0.4% | +4% | — |
| 57 |  $PSLV | Sprott Physical Silver Trust | $747,578 | 0.4% | -17% | — |
| 58 | — | UNIFIED SER TR | $742,241 | 0.4% | +2% | — |
| 59 |  $JQC | Nuveen Credit Strategies Income Fund | $736,529 | 0.4% | -63% | — |
| 60 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $720,847 | 0.4% | +6% | — |
| 61 | — | SPDR SERIES TRUST | $720,433 | 0.4% | +4% | — |
| 62 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $718,960 | 0.4% | -2% | 66.4 |
| 63 |  $GILD | GILEAD SCIENCES, INC. | $713,714 | 0.4% | +2% | 77.8 |
| 64 |  $JNJ | JOHNSON & JOHNSON | $712,298 | 0.4% | +7% | 72.8 |
| 65 | — | VANECK ETF TRUST | $711,982 | 0.4% | -52% | — |
| 66 |  $ORCL | ORACLE CORP | $701,273 | 0.4% | -22% | 67.2 |
| 67 |  $GLD | SPDR GOLD TRUST | $698,361 | 0.4% | +6% | — |
| 68 |  $PGR | PROGRESSIVE CORP/OH/ | $673,025 | 0.3% | -3% | 83.6 |
| 69 |  $LLY | ELI LILLY & Co | $639,240 | 0.3% | -13% | 89.3 |
| 70 | — | VANGUARD INDEX FDS | $631,162 | 0.3% | -0% | — |
| 71 | — | FIRST TR EXCHNG TRADED FD VI | $603,036 | 0.3% | +6% | — |
| 72 |  $ROST | ROSS STORES, INC. | $596,166 | 0.3% | -31% | 71.5 |
| 73 | — | FIRST TR EXCHNG TRADED FD VI | $576,824 | 0.3% | +65% | — |
| 74 |  $SILA | Sila Realty Trust, Inc. | $567,041 | 0.3% | -7% | 51.3 |
| 75 |  $LYB | LyondellBasell Industries N.V. | $562,309 | 0.3% | +35% | — |
| 76 |  $MS | MORGAN STANLEY | $551,803 | 0.3% | +8% | — |
| 77 | — | VANECK ETF TRUST | $546,399 | 0.3% | -36% | — |
| 78 |  $ORLY | O REILLY AUTOMOTIVE INC | $535,398 | 0.3% | -5% | 72.7 |
| 79 | — | ISHARES TR | $525,834 | 0.3% | -7% | — |
| 80 |  $KO | COCA COLA CO | $522,464 | 0.3% | +17% | 74 |
| 81 | — | GLOBAL X FDS | $521,971 | 0.3% | -13% | — |
| 82 | — | FIRST TR EXCHNG TRADED FD VI | $514,430 | 0.3% | +0% | — |
| 83 |  $MU | MICRON TECHNOLOGY INC | $510,814 | 0.3% | -4% | 88.4 |
| 84 | — | INNOVATOR ETFS TRUST | $508,658 | 0.3% | -8% | — |
| 85 |  $IVZ | Invesco Ltd. | $508,588 | 0.3% | +33% | — |
| 86 |  $STT | STATE STREET CORP | $508,557 | 0.3% | +9% | 61.5 |
| 87 |  $NOW | ServiceNow, Inc. | $508,322 | 0.3% | +58% | 76 |
| 88 | — | ALPS ETF TR | $500,291 | 0.3% | +26% | — |
| 89 |  $CMI | CUMMINS INC | $499,821 | 0.3% | -32% | 58.9 |
| 90 |  $DUK | Duke Energy CORP | $498,620 | 0.3% | +18% | 64 |
| 91 |  $DX | DYNEX CAPITAL INC | $497,640 | 0.3% | +26% | — |
| 92 |  $LNG | Cheniere Energy, Inc. | $495,161 | 0.3% | +15% | 48.4 |
| 93 |  $META | Meta Platforms, Inc. | $493,748 | 0.3% | +37% | 80.9 |
| 94 |  $GS | GOLDMAN SACHS GROUP INC | $485,598 | 0.3% | +3% | — |
| 95 |  $NVR | NVR INC | $481,058 | 0.3% | -1% | 62.3 |
| 96 | — | FIRST TR EXCHANGE-TRADED FD | $472,106 | 0.2% | +5% | — |
| 97 | — | FIRST TR EXCHANGE TRADED FD | $470,995 | 0.2% | +3% | — |
| 98 |  $SHOP | SHOPIFY INC. | $469,498 | 0.2% | -4% | — |
| 99 | — | FIDELITY COVINGTON TRUST | $467,620 | 0.2% | +59% | — |
| 100 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $465,631 | 0.2% | +14% | 66.7 |
| 101 |  $SWK | STANLEY BLACK & DECKER, INC. | $464,875 | 0.2% | +19% | 52.4 |
| 102 | — | ISHARES TR | $460,988 | 0.2% | -13% | — |
| 103 |  $PFE | PFIZER INC | $456,637 | 0.2% | +21% | 69 |
| 104 |  $ACGL | ARCH CAPITAL GROUP LTD. | $446,833 | 0.2% | -4% | — |
| 105 | — | VANECK ETF TRUST | $444,631 | 0.2% | -25% | — |
| 106 |  $ADM | Archer-Daniels-Midland Co | $438,393 | 0.2% | +18% | 49.4 |
| 107 |  $EPM | EVOLUTION PETROLEUM CORP | $436,474 | 0.2% | +22% | 32.4 |
| 108 |  $TFC | TRUIST FINANCIAL CORP | $434,049 | 0.2% | -4% | — |
| 109 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $425,823 | 0.2% | -6% | 71.2 |
| 110 |  $VZ | VERIZON COMMUNICATIONS INC | $417,915 | 0.2% | -9% | 71.6 |
| 111 |  $AHR | American Healthcare REIT, Inc. | $409,207 | 0.2% | -38% | 63.7 |
| 112 |  $SGOL | abrdn Gold ETF Trust | $408,139 | 0.2% | -35% | — |
| 113 | — | SELECT SECTOR SPDR TR | $405,664 | 0.2% | -30% | — |
| 114 | — | PROSHARES TR | $403,254 | 0.2% | -18% | — |
| 115 | — | SPDR SERIES TRUST | $391,732 | 0.2% | +61% | — |
| 116 |  $AMCR | Amcor plc | $390,345 | 0.2% | -74% | — |
| 117 |  $CL | COLGATE PALMOLIVE CO | $386,689 | 0.2% | NEW | 72.4 |
| 118 |  $BPRE | Bluerock Private Real Estate Fund | $383,973 | 0.2% | NEW | — |
| 119 |  $DPZ | DOMINOS PIZZA INC | $381,035 | 0.2% | -5% | 69.8 |
| 120 |  $WMB | WILLIAMS COMPANIES, INC. | $379,184 | 0.2% | +8% | 72.8 |
| 121 |  $ZTS | Zoetis Inc. | $366,215 | 0.2% | -14% | 72.6 |
| 122 | — | VANGUARD BD INDEX FDS | $363,231 | 0.2% | +8% | — |
| 123 | — | FIRST TR EXCHNG TRADED FD VI | $361,803 | 0.2% | +57% | — |
| 124 |  $UPS | UNITED PARCEL SERVICE INC | $358,202 | 0.2% | +17% | 58.2 |
| 125 | — | FIDELITY COVINGTON TRUST | $355,059 | 0.2% | +1% | — |
| 126 |  $MDT | Medtronic plc | $354,312 | 0.2% | +74% | — |
| 127 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $349,307 | 0.2% | -0% | 60.5 |
| 128 |  $FITB | FIFTH THIRD BANCORP | $348,450 | 0.2% | +13% | — |
| 129 |  $MCO | MOODYS CORP /DE/ | $347,255 | 0.2% | -6% | 81.3 |
| 130 |  $HRL | HORMEL FOODS CORP /DE/ | $344,054 | 0.2% | +33% | 58.4 |
| 131 |  $PEP | PEPSICO INC | $339,309 | 0.2% | -0% | 62.7 |
| 132 | — | J P MORGAN EXCHANGE TRADED F | $336,883 | 0.2% | +4% | — |
| 133 | — | VANGUARD WHITEHALL FDS | $336,335 | 0.2% | NEW | — |
| 134 |  $GOOG | Alphabet Inc. | $329,544 | 0.2% | -0% | 80.2 |
| 135 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $324,410 | 0.2% | -3% | 63.7 |
| 136 | $CSGP | COSTAR GROUP, INC. | $323,204 | 0.2% | NEW | 49.5 |
| 137 |  $ETR | ENTERGY CORP /DE/ | $322,586 | 0.2% | NEW | 65.1 |
| 138 |  $CAT | CATERPILLAR INC | $321,641 | 0.2% | -54% | 67.8 |
| 139 | — | SPDR INDEX SHS FDS | $319,410 | 0.2% | +20% | — |
| 140 | $GS | GOLDMAN SACHS GROUP INC | $316,901 | 0.2% | NEW | — |
| 141 | — | SSGA ACTIVE TR | $313,932 | 0.2% | +0% | — |
| 142 |  $ACN | Accenture plc | $311,712 | 0.2% | -10% | — |
| 143 | — | VANGUARD INTL EQUITY INDEX F | $311,590 | 0.2% | +43% | — |
| 144 |  $MSCI | MSCI Inc. | $307,236 | 0.2% | -17% | 77.6 |
| 145 | — | SPDR INDEX SHS FDS | $304,120 | 0.2% | +8% | — |
| 146 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $304,075 | 0.2% | +0% | — |
| 147 | — | INVESCO EXCH TRADED FD TR II | $300,185 | 0.1% | -2% | — |
| 148 |  $TJX | TJX COMPANIES INC /DE/ | $295,126 | 0.1% | +8% | 70.7 |
| 149 |  $ASML | ASML HOLDING NV | $293,224 | 0.1% | NEW | — |
| 150 |  $SMA | SmartStop Self Storage REIT, Inc. | $290,385 | 0.1% | -34% | 53.7 |
| 151 |  $ITW | ILLINOIS TOOL WORKS INC | $290,223 | 0.1% | +18% | 71.2 |
| 152 |  $AGNC | AGNC Investment Corp. | $286,497 | 0.1% | -29% | — |
| 153 |  $CACI | CACI INTERNATIONAL INC /DE/ | $284,444 | 0.1% | +11% | 66.7 |
| 154 |  $SBUX | STARBUCKS CORP | $282,746 | 0.1% | -17% | 54.6 |
| 155 | — | ISHARES TR | $282,550 | 0.1% | +0% | — |
| 156 | — | INVESCO ACTVELY MNGD ETC FD | $280,928 | 0.1% | +6% | — |
| 157 |  $PECO | Phillips Edison & Company, Inc. | $280,912 | 0.1% | -5% | 50.4 |
| 158 | — | GLOBAL X FDS | $277,609 | 0.1% | +12% | — |
| 159 | — | BNY MELLON ETF TRUST | $275,331 | 0.1% | NEW | — |
| 160 |  $ET | Energy Transfer LP | $272,921 | 0.1% | -6% | 64.5 |
| 161 | — | SCHWAB STRATEGIC TR | $269,136 | 0.1% | +2% | — |
| 162 | — | DIMENSIONAL ETF TRUST | $265,378 | 0.1% | -3% | — |
| 163 |  $CVE | CENOVUS ENERGY INC. | $265,300 | 0.1% | -3% | — |
| 164 |  $DE | DEERE & CO | $263,061 | 0.1% | -0% | 57.4 |
| 165 | — | FIRST TR EXCHANGE-TRADED FD | $262,573 | 0.1% | -6% | — |
| 166 |  $FAST | FASTENAL CO | $260,350 | 0.1% | -5% | 73.5 |
| 167 |  $COST | COSTCO WHOLESALE CORP /NEW | $258,075 | 0.1% | +3% | 67 |
| 168 |  $AEM | AGNICO EAGLE MINES LTD | $252,507 | 0.1% | -11% | — |
| 169 |  $LSTR | LANDSTAR SYSTEM INC | $251,687 | 0.1% | NEW | 49 |
| 170 |  $BRK.B | BERKSHIRE HATHAWAY INC | $247,267 | 0.1% | +7% | 64.5 |
| 171 |  $PLTR | Palantir Technologies Inc. | $246,482 | 0.1% | +23% | 85.8 |
| 172 |  $HPQ | HP INC | $245,850 | 0.1% | NEW | 58.9 |
| 173 |  $AON | Aon plc | $242,408 | 0.1% | -17% | — |
| 174 |  $DIS | Walt Disney Co | $241,625 | 0.1% | -7% | 68.9 |
| 175 | — | PROSHARES TR | $237,247 | 0.1% | -24% | — |
| 176 |  $IDXX | IDEXX LABORATORIES INC /DE | $235,994 | 0.1% | -17% | 73.6 |
| 177 |  $IBN | ICICI BANK LTD | $233,540 | 0.1% | +16% | — |
| 178 |  $CCJ | CAMECO CORP | $232,425 | 0.1% | -48% | — |
| 179 | $IVZ | Invesco Ltd. | $232,087 | 0.1% | NEW | — |
| 180 |  $VVV | VALVOLINE INC | $221,177 | 0.1% | NEW | 52.9 |
| 181 |  $GEHC | GE HealthCare Technologies Inc. | $214,038 | 0.1% | NEW | 58.2 |
| 182 |  $UBER | Uber Technologies, Inc | $213,632 | 0.1% | -10% | 79.3 |
| 183 |  $URI | UNITED RENTALS, INC. | $213,468 | 0.1% | NEW | 70.7 |
| 184 |  $RTO | RENTOKIL INITIAL PLC /FI | $209,814 | 0.1% | NEW | — |
| 185 |  $CMC | COMMERCIAL METALS Co | $208,862 | 0.1% | +0% | 66 |
| 186 | — | VANECK ETF TRUST | $208,641 | 0.1% | -90% | — |
| 187 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $207,785 | 0.1% | +8% | — |
| 188 |  $DVN | DEVON ENERGY CORP/DE | $203,796 | 0.1% | NEW | 70.2 |
| 189 |  $BTG | B2GOLD CORP | $149,490 | 0.1% | +57% | — |
| 190 |  $ARCT | Arcturus Therapeutics Holdings Inc. | $130,136 | 0.1% | NEW | 12 |
| 191 |  $ACRE | Ares Commercial Real Estate Corp | $119,117 | 0.1% | NEW | 18.5 |
| 192 |  $VOXR | VOX ROYALTY CORP. | $114,232 | 0.1% | NEW | — |
| 193 |  $FSK | FS KKR Capital Corp | $111,135 | 0.1% | +0% | — |
| 194 |  $TNYA | Tenaya Therapeutics, Inc. | $106,032 | 0.1% | NEW | — |
| 195 |  $OPRT | Oportun Financial Corp | $101,849 | 0.1% | NEW | 50.3 |
| 196 |  $BBDC | Barings BDC, Inc. | $100,612 | 0.1% | -10% | — |
| 197 |  $TIGR | UP Fintech Holding Ltd | $74,044 | 0.0% | NEW | — |
| 198 |  $DSX | DIANA SHIPPING INC. | $31,828 | 0.0% | +0% | — |
| 199 |  $RVPH | REVIVA PHARMACEUTICALS HOLDINGS, INC. | $11,452 | 0.0% | NEW | — |
| 200 |  $GRML | Greenland Mines Ltd | $3,300 | 0.0% | NEW | — |
New Positions (24)
$SIVR abrdn Silver ETF Trust$1.6M ANGEL OAK FUNDS TRUST$946,801
$CL COLGATE PALMOLIVE CO$386,689$BPRE Bluerock Private Real Estate Fund$383,973 VANGUARD WHITEHALL FDS$336,335
$CSGP COSTAR GROUP, INC.$323,204$ETR ENTERGY CORP /DE/$322,586$ASML ASML HOLDING NV$293,224 BNY MELLON ETF TRUST$275,331
$LSTR LANDSTAR SYSTEM INC$251,687$HPQ HP INC$245,850$VVV VALVOLINE INC$221,177$GEHC GE HealthCare Technologies Inc.$214,038$URI UNITED RENTALS, INC.$213,468$RTO RENTOKIL INITIAL PLC /FI$209,814Exited Positions (18)
TIDAL TRUST I
BONDBLOXX ETF TRUST
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Accumulation & distribution patterns
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AI-Powered Hedge Fund Analysis: Castleview Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Castleview Partners, LLC (SEC CIK: 1737088), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Castleview Partners, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.