Castleview Partners
Latest statistics and disclosures from Castleview Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MBSF, MBSX, COP, AAPL, TSLA, and represent 26.41% of Castleview Partners's stock portfolio.
- Added to shares of these 10 stocks: SIVR, KKR, VBIL, TSLA, UYLD, ACYN, FSCO, XOM, XXV, BUFR.
- Started 29 new stock positions in VOXR, OPRT, CL, AMCR, BPRE, ASML, BSCS, LSTR, DVN, ACYN.
- Reduced shares in these 10 stocks: MBSF, COP, JPST, AMGN, JQC, XVOL, CLIP, HD, BOTZ, PCMM.
- Sold out of its positions in ABT, ADBE, ABNB, AVTR, PCMM, BBBS, BSX, BMBL, ECC, BOTZ.
- Castleview Partners was a net seller of stock by $-6.8M.
- Castleview Partners has $195M in assets under management (AUM), dropping by -3.34%.
- Central Index Key (CIK): 0001737088
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Portfolio Holdings for Castleview Partners
Castleview Partners holds 200 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Valued Advisers Tr Regan Fltg Rate (MBSF) | 12.9 | $25M | -10% | 987k | 25.51 |
|
| Advisor Managed Portfolios Regan Fixed Rate (MBSX) | 4.3 | $8.4M | +2% | 300k | 28.17 |
|
| ConocoPhillips (COP) | 3.3 | $6.5M | -24% | 49k | 132.00 |
|
| Apple (AAPL) | 3.3 | $6.5M | +4% | 25k | 253.79 |
|
| Tesla Motors (TSLA) | 2.5 | $4.9M | +33% | 13k | 371.75 |
|
| Managed Portfolio Series Leuthold Select (LST) | 2.5 | $4.8M | +5% | 119k | 40.45 |
|
| Bristol Myers Squibb (BMY) | 2.3 | $4.5M | -13% | 74k | 60.65 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.1 | $4.1M | 6.4k | 650.34 |
|
|
| Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP) | 1.9 | $3.7M | 118k | 31.38 |
|
|
| Home Depot (HD) | 1.9 | $3.6M | -21% | 11k | 328.89 |
|
| Kkr & Co (KKR) | 1.7 | $3.4M | +84% | 37k | 92.50 |
|
| Vaneck Etf Trust Real Assets Etf (RAAX) | 1.6 | $3.2M | +3% | 78k | 40.71 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 1.5 | $3.0M | -12% | 54k | 55.24 |
|
| Amgen (AMGN) | 1.4 | $2.8M | -37% | 7.9k | 351.85 |
|
| UnitedHealth (UNH) | 1.4 | $2.7M | +10% | 10k | 270.59 |
|
| Fidelity Covington Trust Enhanced Large (FELG) | 1.3 | $2.5M | +14% | 67k | 37.49 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.2 | $2.4M | -43% | 47k | 50.61 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 1.1 | $2.2M | +47% | 432k | 5.10 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $2.1M | +16% | 3.6k | 597.55 |
|
| Exxon Mobil Corporation (XOM) | 1.0 | $2.0M | +48% | 12k | 169.66 |
|
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.9 | $1.8M | +8% | 39k | 45.05 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.9 | $1.7M | +554% | 23k | 75.65 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $1.7M | +2% | 9.9k | 174.40 |
|
| Spdr Series Trust State Street Spd (SPYD) | 0.9 | $1.7M | -26% | 37k | 45.52 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.8 | $1.6M | NEW | 23k | 71.61 |
|
| Simplify Exchange Traded Fun Ancorato Target (XXV) | 0.8 | $1.6M | +58% | 71k | 22.66 |
|
| Microsoft Corporation (MSFT) | 0.8 | $1.5M | -10% | 4.0k | 370.17 |
|
| Anthem (ELV) | 0.8 | $1.5M | -6% | 5.1k | 292.75 |
|
| I-80 Gold Corp (IAUX) | 0.7 | $1.5M | +17% | 957k | 1.52 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT) | 0.7 | $1.4M | 33k | 43.43 |
|
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.7 | $1.3M | -23% | 22k | 61.00 |
|
| Albertsons Cos Common Stock (ACI) | 0.7 | $1.3M | +7% | 77k | 17.04 |
|
| Main Street Capital Corporation (MAIN) | 0.6 | $1.3M | 24k | 52.96 |
|
|
| Amazon (AMZN) | 0.6 | $1.2M | -25% | 5.9k | 208.27 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) | 0.6 | $1.2M | 26k | 47.91 |
|
|
| Spdr Series Trust State Street Spd (BIL) | 0.6 | $1.2M | -6% | 13k | 91.64 |
|
| Broadcom (AVGO) | 0.6 | $1.2M | -2% | 3.7k | 309.51 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.1M | -8% | 4.0k | 286.86 |
|
| Vaneck Etf Trust Commodity Stgy (PIT) | 0.6 | $1.1M | -11% | 15k | 72.37 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.6 | $1.1M | +88% | 33k | 33.77 |
|
| Visa Com Cl A (V) | 0.6 | $1.1M | -8% | 3.6k | 302.24 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $1.1M | -10% | 2.1k | 499.66 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $1.0M | 2.4k | 426.40 |
|
|
| Chevron Corporation (CVX) | 0.5 | $964k | +13% | 4.7k | 206.90 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.5 | $958k | +22% | 18k | 52.70 |
|
| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.5 | $947k | NEW | 19k | 51.03 |
|
| Wal-Mart Stores (WMT) | 0.5 | $913k | -4% | 7.3k | 124.28 |
|
| AutoZone (AZO) | 0.5 | $909k | -5% | 269.00 | 3377.78 |
|
| Procter & Gamble Company (PG) | 0.5 | $898k | +9% | 6.2k | 144.44 |
|
| Innovator Etfs Trust Quity Managd Flr (SFLR) | 0.5 | $886k | -2% | 25k | 35.41 |
|
| First Tr Exchng Traded Fd Vi Vest Us Equity B (XIMR) | 0.4 | $846k | +8% | 27k | 30.91 |
|
| Philip Morris International (PM) | 0.4 | $832k | +2% | 5.0k | 165.34 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $829k | +13% | 2.8k | 294.16 |
|
| First Tr Exchange-traded Vest Laddered (ACYN) | 0.4 | $822k | NEW | 40k | 20.38 |
|
| At&t (T) | 0.4 | $799k | 28k | 28.99 |
|
|
| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.4 | $756k | +4% | 22k | 34.02 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.4 | $748k | -16% | 31k | 24.39 |
|
| Unified Ser Tr Abslute Selct Vl (ABEQ) | 0.4 | $742k | +2% | 20k | 37.75 |
|
| Nuveen Cr Strategies Income Com Shs (JQC) | 0.4 | $737k | -63% | 151k | 4.87 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $721k | +5% | 2.1k | 337.95 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.4 | $720k | +4% | 13k | 56.58 |
|
| Enterprise Products Partners (EPD) | 0.4 | $719k | 19k | 37.84 |
|
|
| Gilead Sciences (GILD) | 0.4 | $714k | +2% | 5.1k | 139.37 |
|
| Johnson & Johnson (JNJ) | 0.4 | $712k | +7% | 2.9k | 244.44 |
|
| Vaneck Etf Trust Aa Bb Clo Etf (CLOB) | 0.4 | $712k | -52% | 14k | 49.98 |
|
| Oracle Corporation (ORCL) | 0.4 | $701k | -22% | 4.8k | 147.11 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $698k | +5% | 1.6k | 430.29 |
|
| Progressive Corporation (PGR) | 0.3 | $673k | -3% | 3.4k | 198.24 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $639k | -13% | 695.00 | 919.77 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $631k | 1.4k | 436.79 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.3 | $603k | +5% | 22k | 28.00 |
|
| Ross Stores (ROST) | 0.3 | $596k | -30% | 2.8k | 216.63 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) | 0.3 | $577k | +65% | 12k | 47.37 |
|
| Sila Realty Trust Common Stock (SILA) | 0.3 | $567k | -7% | 24k | 23.68 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.3 | $562k | +34% | 7.0k | 80.56 |
|
| Morgan Stanley Com New (MS) | 0.3 | $552k | +7% | 3.4k | 164.57 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $546k | -36% | 6.0k | 91.77 |
|
| O'reilly Automotive (ORLY) | 0.3 | $535k | -4% | 5.8k | 92.31 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $526k | -7% | 805.00 | 653.21 |
|
| Coca-Cola Company (KO) | 0.3 | $523k | +16% | 6.9k | 76.05 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.3 | $522k | -13% | 10k | 50.81 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) | 0.3 | $514k | 11k | 48.49 |
|
|
| Micron Technology (MU) | 0.3 | $511k | -4% | 1.5k | 337.84 |
|
| Innovator Etfs Trust Nasdaq 100 Mana (QFLR) | 0.3 | $509k | -7% | 15k | 33.30 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $509k | +33% | 2.7k | 191.92 |
|
| Spdr Index Shs Fds State Street Spd (SPEU) | 0.3 | $509k | +8% | 9.9k | 51.24 |
|
| Servicenow (NOW) | 0.3 | $508k | +57% | 4.9k | 104.55 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.3 | $500k | +26% | 9.5k | 52.64 |
|
| Cummins (CMI) | 0.3 | $500k | -32% | 929.00 | 538.02 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $499k | +18% | 3.8k | 130.94 |
|
| Dynex Cap (DX) | 0.3 | $498k | +25% | 39k | 12.76 |
|
| Cheniere Energy Com New (LNG) | 0.3 | $495k | +15% | 1.7k | 283.76 |
|
| Meta Platforms Cl A (META) | 0.3 | $494k | +37% | 863.00 | 572.13 |
|
| Goldman Sachs (GS) | 0.2 | $486k | +3% | 574.00 | 845.99 |
|
| NVR (NVR) | 0.2 | $481k | 73.00 | 6589.84 |
|
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.2 | $472k | +4% | 7.5k | 62.68 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.2 | $471k | +2% | 6.9k | 68.28 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $470k | -4% | 4.0k | 118.62 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.2 | $468k | +58% | 9.3k | 50.12 |
|
| International Business Machines (IBM) | 0.2 | $466k | +13% | 1.9k | 242.39 |
|
| Stanley Black & Decker (SWK) | 0.2 | $465k | +19% | 6.5k | 71.06 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $461k | -13% | 5.6k | 82.57 |
|
| Pfizer (PFE) | 0.2 | $457k | +20% | 16k | 28.08 |
|
| Arch Cap Group Ord (ACGL) | 0.2 | $447k | -3% | 4.7k | 95.99 |
|
| Vaneck Etf Trust Energy Incme Et (EINC) | 0.2 | $445k | -25% | 3.8k | 117.81 |
|
| Archer Daniels Midland Company (ADM) | 0.2 | $438k | +17% | 6.0k | 72.69 |
|
| Evolution Petroleum Corporation (EPM) | 0.2 | $437k | +21% | 95k | 4.58 |
|
| Truist Financial Corp equities (TFC) | 0.2 | $434k | -4% | 9.4k | 45.97 |
|
| Expeditors International of Washington (EXPD) | 0.2 | $426k | -5% | 3.0k | 143.23 |
|
| Verizon Communications (VZ) | 0.2 | $418k | -8% | 8.3k | 50.20 |
|
| American Healthcare Reit Com Shs (AHR) | 0.2 | $409k | -38% | 8.7k | 47.16 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.2 | $408k | -35% | 9.1k | 44.62 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $406k | -29% | 6.6k | 61.26 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.2 | $403k | -18% | 9.7k | 41.68 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.2 | $392k | +61% | 5.1k | 76.54 |
|
| Amcor Com New (AMCR) | 0.2 | $390k | NEW | 9.8k | 39.75 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $387k | NEW | 4.5k | 85.23 |
|
| Bluerock Pvt Real Estate (BPRE) | 0.2 | $384k | NEW | 23k | 16.61 |
|
| Domino's Pizza (DPZ) | 0.2 | $381k | -5% | 1.1k | 358.79 |
|
| Williams Companies (WMB) | 0.2 | $379k | +8% | 5.2k | 72.78 |
|
| Zoetis Cl A (ZTS) | 0.2 | $366k | -13% | 3.1k | 118.21 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.2 | $363k | +7% | 7.3k | 49.78 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) | 0.2 | $362k | +57% | 8.5k | 42.53 |
|
| United Parcel Svcs CL B (UPS) | 0.2 | $358k | +16% | 3.6k | 98.38 |
|
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.2 | $355k | 6.8k | 52.33 |
|
|
| Medtronic SHS (MDT) | 0.2 | $354k | +73% | 4.1k | 86.65 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $349k | 512.00 | 682.24 |
|
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| Fifth Third Ban (FITB) | 0.2 | $349k | +12% | 7.5k | 46.46 |
|
| Moody's Corporation (MCO) | 0.2 | $347k | -5% | 796.00 | 436.25 |
|
| Hormel Foods Corporation (HRL) | 0.2 | $344k | +33% | 15k | 22.65 |
|
| Pepsi (PEP) | 0.2 | $339k | 2.2k | 155.29 |
|
|
| J P Morgan Exchange Traded F Us Momentum (JMOM) | 0.2 | $337k | +3% | 5.0k | 67.92 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $336k | NEW | 2.3k | 148.10 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $330k | 1.1k | 287.56 |
|
|
| Thermo Fisher Scientific (TMO) | 0.2 | $324k | -2% | 660.00 | 491.53 |
|
| CoStar (CSGP) | 0.2 | $323k | NEW | 8.0k | 40.34 |
|
| Entergy Corporation (ETR) | 0.2 | $323k | NEW | 2.9k | 112.36 |
|
| Caterpillar (CAT) | 0.2 | $322k | -54% | 454.00 | 708.46 |
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.2 | $319k | +19% | 6.8k | 46.91 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $317k | NEW | 3.2k | 100.19 |
|
| Ssga Active Tr State Street Us (XLSR) | 0.2 | $314k | 5.4k | 57.74 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $312k | -9% | 1.6k | 198.29 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $312k | +43% | 4.1k | 75.10 |
|
| Msci (MSCI) | 0.2 | $307k | -16% | 570.00 | 539.01 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.2 | $304k | +7% | 6.7k | 45.65 |
|
| Canadian Natural Resources (CNQ) | 0.2 | $304k | 6.2k | 48.73 |
|
|
| Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 0.2 | $300k | 5.4k | 55.10 |
|
|
| TJX Companies (TJX) | 0.2 | $295k | +8% | 1.8k | 159.70 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $293k | NEW | 222.00 | 1320.83 |
|
| Smartstop Self Storag Reit I Common Stock (SMA) | 0.1 | $290k | -33% | 9.6k | 30.28 |
|
| Illinois Tool Works (ITW) | 0.1 | $290k | +18% | 1.1k | 260.29 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.1 | $287k | -28% | 29k | 10.03 |
|
| Caci Intl Cl A (CACI) | 0.1 | $284k | +11% | 523.00 | 543.87 |
|
| Starbucks Corporation (SBUX) | 0.1 | $283k | -16% | 3.2k | 89.59 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $283k | 2.9k | 97.23 |
|
|
| Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA) | 0.1 | $281k | +5% | 7.7k | 36.47 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.1 | $281k | -5% | 7.5k | 37.42 |
|
| Global X Fds Global X Copper (COPX) | 0.1 | $278k | +11% | 3.6k | 76.35 |
|
| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 0.1 | $275k | NEW | 2.2k | 124.81 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $273k | -6% | 14k | 19.30 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $269k | +2% | 8.2k | 32.95 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $265k | -2% | 5.0k | 52.78 |
|
| Cenovus Energy (CVE) | 0.1 | $265k | -2% | 10k | 26.53 |
|
| Deere & Company (DE) | 0.1 | $263k | 467.00 | 563.30 |
|
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $263k | -5% | 5.9k | 44.80 |
|
| Fastenal Company (FAST) | 0.1 | $260k | -5% | 5.6k | 46.40 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $258k | +3% | 259.00 | 996.43 |
|
| Agnico (AEM) | 0.1 | $253k | -11% | 1.2k | 202.98 |
|
| Landstar System (LSTR) | 0.1 | $252k | NEW | 1.6k | 160.31 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $247k | +6% | 516.00 | 479.20 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $247k | +22% | 1.7k | 146.28 |
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| Hp (HPQ) | 0.1 | $246k | NEW | 13k | 19.21 |
|
| Aon Shs Cl A (AON) | 0.1 | $242k | -17% | 751.00 | 322.78 |
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| Walt Disney Company (DIS) | 0.1 | $242k | -7% | 2.5k | 96.38 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $237k | -24% | 4.6k | 51.88 |
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| IDEXX Laboratories (IDXX) | 0.1 | $236k | -16% | 420.00 | 561.89 |
|
| Icici Bank Adr (IBN) | 0.1 | $234k | +15% | 9.0k | 25.90 |
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| Cameco Corporation (CCJ) | 0.1 | $232k | -48% | 2.1k | 108.61 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $232k | NEW | 11k | 20.42 |
|
| Valvoline Inc Common (VVV) | 0.1 | $221k | NEW | 6.6k | 33.68 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $214k | NEW | 3.0k | 71.18 |
|
| Uber Technologies (UBER) | 0.1 | $214k | -9% | 3.0k | 71.93 |
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| United Rentals (URI) | 0.1 | $214k | NEW | 293.00 | 728.56 |
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| Rentokil Initial Sponsored Adr (RTO) | 0.1 | $210k | NEW | 6.7k | 31.48 |
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| Commercial Metals Company (CMC) | 0.1 | $209k | 3.4k | 61.43 |
|
|
| Vaneck Etf Trust Natural Resourc (HAP) | 0.1 | $209k | NEW | 2.9k | 72.47 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $208k | +8% | 360.00 | 577.18 |
|
| Devon Energy Corporation (DVN) | 0.1 | $204k | NEW | 4.1k | 50.32 |
|
| B2gold Corp (BTG) | 0.1 | $150k | +57% | 33k | 4.53 |
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| Arcturus Therapeutics Hldg I (ARCT) | 0.1 | $130k | NEW | 17k | 7.72 |
|
| Ares Coml Real Estate (ACRE) | 0.1 | $119k | NEW | 25k | 4.80 |
|
| Vox Rty Corp Cda F (VOXR) | 0.1 | $114k | NEW | 22k | 5.24 |
|
| Fs Kkr Capital Corp (FSK) | 0.1 | $111k | 11k | 10.18 |
|
|
| Tenaya Therapeutics (TNYA) | 0.1 | $106k | NEW | 153k | 0.69 |
|
| Oportun Finl Corp (OPRT) | 0.1 | $102k | NEW | 22k | 4.61 |
|
| Barings Bdc (BBDC) | 0.1 | $101k | -9% | 12k | 8.23 |
|
| Up Fintech Hldg Sponsored Ads (TIGR) | 0.0 | $74k | NEW | 12k | 6.30 |
|
| Diana Shipping (DSX) | 0.0 | $32k | 13k | 2.50 |
|
|
| Reviva Pharmaceutcls Hldgs I Com New (RVPH) | 0.0 | $12k | NEW | 16k | 0.73 |
|
| Klotho Neurosciences (GRML) | 0.0 | $3.3k | NEW | 10k | 0.33 |
|
Past Filings by Castleview Partners
SEC 13F filings are viewable for Castleview Partners going back to 2018
- Castleview Partners 2026 Q1 filed May 1, 2026
- Castleview Partners 2025 Q4 filed Jan. 12, 2026
- Castleview Partners 2025 Q3 filed Oct. 10, 2025
- Castleview Partners 2025 Q2 filed July 16, 2025
- Castleview Partners 2025 Q1 filed April 22, 2025
- Castleview Partners 2024 Q4 filed Jan. 21, 2025
- Castleview Partners 2024 Q4 restated filed Jan. 21, 2025
- Castleview Partners 2024 Q3 restated filed Oct. 21, 2024
- Castleview Partners 2024 Q3 filed Oct. 9, 2024
- Castleview Partners 2024 Q2 filed July 31, 2024
- Castleview Partners 2024 Q1 filed May 10, 2024
- Castleview Partners 2023 Q4 filed Feb. 5, 2024
- Castleview Partners 2023 Q3 filed Oct. 26, 2023
- Castleview Partners 2023 Q2 filed Aug. 15, 2023
- Castleview Partners 2023 Q1 filed May 16, 2023
- Castleview Partners 2022 Q4 filed Feb. 1, 2023