Castleview Partners, LLC
•CIK: 1737088•Filing: Q4 2025
**Castleview Partners, LLC** manages $202M across a diversified portfolio of 197 positions. The fund exhibits notable allocations to fixed income and technology, with MBSF representing the largest holding at $28.2M. Further significant positions include MBSX ($7.7M), AAPL ($6.6M), and COP ($6.1M). This structure suggests a tactical approach balancing credit exposure with large-cap growth names.
Total AUM
$201.8M
QoQ Performance
+9.6%
Positions
158
Top 10 Concentration
37.5%
Latest Filing
Q4 2025
Top Holdings Allocation
MBSF
MBSF14.0%
MBSX3.8%
AAPL3.3%
COP3.0%
HD2.4%
BMY2.3%
LST2.2%
TSLA2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.5%
Technology8.2%
Healthcare7.5%
Consumer6.7%
Energy3.5%
ETF3.4%
Financial2.7%
Industrial0.5%
🚪 Exited Positionssold since Q3 2025
+8 more exited positions
Changes from Q3 2025
NEW34 new positions
↑98 increased
↓60 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023