Castleview Partners, LLC

13F filer · CIK 0001737088

Reported Jul 20, 2026

Net buyer this quarter

13F portfolio value$228MU.S. long equity reported on 13F

Positions13827 new · 24 closed

Net flow last quarter+$11.1MBuys minus sells

Top 10 positions weight21.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 2026138 positions
TSLATesla, Inc.	$7.31M	3.21%	0.00%	+31.7%	Q2 2021
AAPLApple Inc.	$6.94M	3.05%	0.00%	-5.7%	Q1 2018
HDHome Depot, Inc.	$4.9M	2.15%	0.00%	+25.5%	Q1 2018
COPConocophillips	$4.9M	2.15%	0.00%	-4.7%	Q2 2021
BMYBristol Myers Squibb Co	$4.81M	2.12%	0.00%	+12.9%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$4.74M	2.08%	Not reported	-0.4%	Q1 2018
KKRKKR & Co. Inc.	$4.4M	1.93%	0.01%	+30.5%	Q4 2022
AMGNAmgen Inc	$3.82M	1.68%	0.00%	+34.3%	Q2 2021
ARPAmerican Reprographics CO	$3.81M	1.67%	0.27%	-0.7%	Q1 2025
UNHUnitedhealth Group Inc	$3.69M	1.62%	0.00%	-10.9%	Q2 2021
SYKStryker Corp	$2.62M	1.15%	0.00%	Not reported	Q4 2023
FSCOFS Credit Opportunities Corp.	$2.43M	1.07%	Not reported	+13.0%	Q2 2024
OUNZVanEck Merk Gold ETF	$1.9M	0.83%	0.08%	+25.2%	Q4 2022
NVDANvidia Corp	$1.83M	0.80%	0.00%	-7.6%	Q2 2021
ELVElevance Health, Inc.	$1.82M	0.80%	0.00%	-7.0%	Q2 2021
MSFTMicrosoft Corp	$1.6M	0.70%	0.00%	+6.6%	Q1 2018
IAUXi-80 Gold Corp.	$1.59M	0.70%	0.13%	+15.8%	Q4 2025
AMZNAmazon Com Inc	$1.55M	0.68%	0.00%	+9.5%	Q1 2018
XOMExxonMobil Holdings Corp	$1.52M	0.67%	0.00%	-3.3%	Q1 2018
GOOGAlphabet Inc.	$1.42M	0.62%	Not reported	+1.8%	Q1 2018
AVGOBroadcom Inc.	$1.42M	0.62%	0.00%	+0.6%	Q2 2021
VVisa Inc.	$1.24M	0.54%	0.00%	-0.5%	Q2 2021
MAINMain Street Capital CORP	$1.23M	0.54%	0.03%	Not reported	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.21M	0.53%	0.00%	+19.0%	Q3 2023
MAMastercard Inc	$1.1M	0.48%	0.00%	+0.8%	Q2 2021
LLYELI LILLY & Co	$1.09M	0.48%	0.00%	+30.8%	Q2 2021
PGPROCTER & GAMBLE Co	$1.06M	0.46%	0.00%	+15.9%	Q1 2018
JNJJohnson & Johnson	$1.03M	0.45%	0.00%	+38.8%	Q1 2018
JPMJPMorgan Chase & Co	$1.02M	0.45%	0.00%	+10.6%	Q1 2018
ACIAlbertsons Companies, Inc.	$971K	0.43%	0.01%	-6.6%	Q4 2025
CVXChevron Corp	$945K	0.42%	0.00%	+22.3%	Q1 2018
PMPhilip Morris International Inc.	$899K	0.40%	0.00%	-1.3%	Q1 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$887K	0.39%	Not reported	+147.2%	Q1 2018
AZOAutozone Inc	$863K	0.38%	0.00%	+0.4%	Q2 2021
WMTWalmart Inc.	$844K	0.37%	0.00%	+1.4%	Q1 2018
SWKStanley Black & Decker, Inc.	$802K	0.35%	0.01%	+30.2%	Q4 2022
GILDGilead Sciences, Inc.	$794K	0.35%	0.00%	+22.8%	Q2 2021
CEFSprott Physical Gold & Silver Trust	$791K	0.35%	0.01%	Not reported	Q2 2021
PGRProgressive Corp	$782K	0.34%	0.00%	+5.5%	Q2 2021
AMCRAmcor plc	$781K	0.34%	0.00%	+83.5%	Q2 2021
MSMorgan Stanley	$768K	0.34%	0.00%	+9.6%	Q2 2021
JQCNuveen Credit Strategies Income Fund	$757K	0.33%	Not reported	+3.0%	Q2 2025
TAt&T Inc.	$725K	0.32%	0.00%	+27.2%	Q1 2018
IBMInternational Business Machines Corp	$707K	0.31%	0.00%	+30.8%	Q1 2018
EPDEnterprise Products Partners L.P.	$698K	0.31%	0.00%	Not reported	Q2 2021
KOCoca Cola Co	$695K	0.31%	0.00%	+24.4%	Q2 2021
ORCLOracle Corp	$667K	0.29%	0.00%	-4.6%	Q2 2021
DUKDuke Energy CORP	$614K	0.27%	0.00%	+27.4%	Q2 2021
ADMArcher-Daniels-Midland Co	$598K	0.26%	0.00%	+29.9%	Q2 2021
PSLVSprott Physical Silver Trust	$587K	0.26%	0.01%	+1.4%	Q2 2021

Q1 2026Reported May 1, 2026135 positions
COPConocophillips	$6.53M	3.35%	0.00%	-24.7%	Q2 2021
AAPLApple Inc.	$6.46M	3.31%	0.00%	+4.5%	Q1 2018
TSLATesla, Inc.	$4.9M	2.51%	0.00%	+33.9%	Q2 2021
BMYBristol Myers Squibb Co	$4.49M	2.30%	0.00%	-13.5%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$4.14M	2.12%	Not reported	+1.7%	Q1 2018
ARPAmerican Reprographics CO	$3.71M	1.90%	0.27%	+0.9%	Q1 2025
HDHome Depot, Inc.	$3.64M	1.87%	0.00%	-21.9%	Q1 2018
KKRKKR & Co. Inc.	$3.4M	1.74%	0.00%	+84.5%	Q4 2022
AMGNAmgen Inc	$2.77M	1.42%	0.00%	-37.7%	Q2 2021
UNHUnitedhealth Group Inc	$2.7M	1.38%	0.00%	+10.8%	Q2 2021
FSCOFS Credit Opportunities Corp.	$2.2M	1.13%	Not reported	+47.3%	Q2 2024
XOMExxonMobil Holdings Corp	$1.95M	1.00%	0.00%	+48.7%	Q1 2018
OUNZVanEck Merk Gold ETF	$1.77M	0.91%	0.06%	+8.2%	Q4 2022
NVDANvidia Corp	$1.73M	0.88%	0.00%	+2.4%	Q2 2021
SIVRabrdn Silver ETF Trust	$1.63M	0.84%	0.03%	Not reported	Q1 2023
MSFTMicrosoft Corp	$1.49M	0.76%	0.00%	-10.9%	Q1 2018
ELVElevance Health, Inc.	$1.48M	0.76%	0.00%	-6.5%	Q2 2021
IAUXi-80 Gold Corp.	$1.45M	0.75%	0.11%	+17.4%	Q4 2025
ACIAlbertsons Companies, Inc.	$1.31M	0.67%	0.02%	+7.9%	Q4 2025
MAINMain Street Capital CORP	$1.25M	0.64%	0.03%	Not reported	Q4 2022
AMZNAmazon Com Inc	$1.24M	0.63%	0.00%	-25.8%	Q1 2018
AVGOBroadcom Inc.	$1.16M	0.59%	0.00%	-2.4%	Q2 2021
GOOGAlphabet Inc.	$1.13M	0.58%	Not reported	-8.2%	Q1 2018
VVisa Inc.	$1.1M	0.56%	0.00%	-8.1%	Q2 2021
MAMastercard Inc	$1.06M	0.54%	0.00%	-10.5%	Q2 2021
CVXChevron Corp	$964K	0.49%	0.00%	+13.9%	Q1 2018
WMTWalmart Inc.	$913K	0.47%	0.00%	-4.4%	Q1 2018
AZOAutozone Inc	$909K	0.47%	0.00%	-5.6%	Q2 2021
PGPROCTER & GAMBLE Co	$898K	0.46%	0.00%	+9.2%	Q1 2018
PMPhilip Morris International Inc.	$832K	0.43%	0.00%	+2.4%	Q1 2018
JPMJPMorgan Chase & Co	$829K	0.42%	0.00%	+13.4%	Q1 2018
TAt&T Inc.	$799K	0.41%	0.00%	-0.2%	Q1 2018
PSLVSprott Physical Silver Trust	$748K	0.38%	0.01%	-16.6%	Q2 2021
JQCNuveen Credit Strategies Income Fund	$737K	0.38%	Not reported	-63.3%	Q2 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$721K	0.37%	0.00%	+5.8%	Q3 2023
EPDEnterprise Products Partners L.P.	$719K	0.37%	0.00%	-1.8%	Q2 2021
GILDGilead Sciences, Inc.	$714K	0.37%	0.00%	+2.2%	Q2 2021
JNJJohnson & Johnson	$712K	0.37%	0.00%	+7.5%	Q1 2018
ORCLOracle Corp	$701K	0.36%	0.00%	-22.2%	Q2 2021
GLDSPDR Gold Trust	$698K	0.36%	0.00%	+5.7%	Q1 2018
PGRProgressive Corp	$673K	0.35%	0.00%	-3.4%	Q2 2021
LLYELI LILLY & Co	$639K	0.33%	0.00%	-13.3%	Q2 2021
ROSTRoss Stores, Inc.	$596K	0.31%	0.00%	-30.6%	Q2 2021
SILASila Realty Trust, Inc.	$567K	0.29%	0.04%	-7.3%	Q2 2024
LYBLyondellBasell Industries N.V.	$562K	0.29%	0.00%	+34.9%	Q2 2021
MSMorgan Stanley	$552K	0.28%	0.00%	+7.9%	Q2 2021
ORLYO Reilly Automotive Inc	$535K	0.27%	0.00%	-4.9%	Q2 2021
KOCoca Cola Co	$522K	0.27%	0.00%	+16.8%	Q2 2021
FMARCapital Trust Holdings Inc.	$514K	0.26%	0.05%	Not reported	Q1 2024
MUMicron Technology Inc	$511K	0.26%	0.00%	-4.2%	Q1 2018

Q4 2025Reported Jan 12, 2026128 positions
AAPLApple Inc.	$6.62M	3.28%	0.00%	-34.3%	Q1 2018
COPConocophillips	$6.14M	3.04%	0.01%	+29.6%	Q2 2021
HDHome Depot, Inc.	$4.88M	2.42%	0.00%	+29.6%	Q1 2018
BMYBristol Myers Squibb Co	$4.61M	2.29%	0.00%	+15.5%	Q1 2018
TSLATesla, Inc.	$4.43M	2.19%	0.00%	+16.0%	Q2 2021
SPYSPDR S&P 500 ETF Trust	$4.27M	2.12%	Not reported	+8.2%	Q1 2018
AMGNAmgen Inc	$4.13M	2.05%	0.00%	+8.1%	Q2 2021
ARPAmerican Reprographics CO	$3.54M	1.75%	0.27%	-0.6%	Q1 2025
UNHUnitedhealth Group Inc	$2.97M	1.47%	0.00%	+17.0%	Q2 2021
KKRKKR & Co. Inc.	$2.54M	1.26%	0.00%	Not reported	Q4 2022
MSFTMicrosoft Corp	$2.18M	1.08%	0.00%	+6.0%	Q1 2018
JQCNuveen Credit Strategies Income Fund	$2.07M	1.03%	Not reported	+85.2%	Q2 2025
ELVElevance Health, Inc.	$1.9M	0.94%	0.00%	-18.6%	Q2 2021
AMZNAmazon Com Inc	$1.85M	0.92%	0.00%	-3.4%	Q1 2018
FSCOFS Credit Opportunities Corp.	$1.85M	0.92%	Not reported	+164.9%	Q2 2024
NVDANvidia Corp	$1.8M	0.89%	0.00%	+5.3%	Q2 2021
OUNZVanEck Merk Gold ETF	$1.51M	0.75%	0.06%	-49.5%	Q4 2022
MAINMain Street Capital CORP	$1.43M	0.71%	0.03%	Not reported	Q4 2022
VVisa Inc.	$1.38M	0.69%	0.00%	+1.4%	Q2 2021
MAMastercard Inc	$1.35M	0.67%	0.00%	+4.3%	Q2 2021
GOOGAlphabet Inc.	$1.35M	0.67%	Not reported	-2.0%	Q1 2018
AVGOBroadcom Inc.	$1.33M	0.66%	0.00%	+67.5%	Q2 2021
ACIAlbertsons Companies, Inc.	$1.22M	0.61%	0.01%	New	Q4 2025
ORCLOracle Corp	$1.19M	0.59%	0.00%	+2.2%	Q2 2021
IAUXi-80 Gold Corp.	$1.19M	0.59%	0.10%	New	Q4 2025
AZOAutozone Inc	$967K	0.48%	0.00%	-1.7%	Q2 2021
XOMExxonMobil Holdings Corp	$931K	0.46%	0.00%	+45.3%	Q1 2018
PSLVSprott Physical Silver Trust	$869K	0.43%	0.01%	-0.2%	Q2 2021
LLYELI LILLY & Co	$862K	0.43%	0.00%	-0.7%	Q2 2021
WMTWalmart Inc.	$856K	0.42%	0.00%	-4.2%	Q1 2018
PGPROCTER & GAMBLE Co	$816K	0.40%	0.00%	+9.6%	Q1 2018
JPMJPMorgan Chase & Co	$800K	0.40%	0.00%	+29.4%	Q1 2018
PGRProgressive Corp	$800K	0.40%	0.00%	+64.0%	Q2 2021
PMPhilip Morris International Inc.	$788K	0.39%	0.00%	+3.5%	Q1 2018
ROSTRoss Stores, Inc.	$714K	0.35%	0.00%	-35.9%	Q2 2021
CMICummins Inc	$699K	0.35%	0.00%	-28.3%	Q2 2021
TAt&T Inc.	$686K	0.34%	0.00%	+31.2%	Q1 2018
SHOPShopify Inc.	$666K	0.33%	0.00%	-10.1%	Q2 2021
AHRAmerican Healthcare REIT, Inc.	$662K	0.33%	0.01%	+46.3%	Q1 2024
CVXChevron Corp	$624K	0.31%	0.00%	+46.6%	Q1 2018
EPDEnterprise Products Partners L.P.	$621K	0.31%	0.00%	+12.1%	Q2 2021
GILDGilead Sciences, Inc.	$615K	0.30%	0.00%	+10.9%	Q2 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$613K	0.30%	0.00%	Not reported	Q3 2023
GLDSPDR Gold Trust	$609K	0.30%	0.00%	+4.0%	Q1 2018
SILASila Realty Trust, Inc.	$602K	0.30%	0.05%	+5.5%	Q2 2024
SGOLabrdn Gold ETF Trust	$580K	0.29%	0.01%	Not reported	Q4 2023
CATCaterpillar Inc	$565K	0.28%	0.00%	+11.4%	Q1 2018
JNJJohnson & Johnson	$561K	0.28%	0.00%	+14.5%	Q1 2018
ORLYO Reilly Automotive Inc	$556K	0.28%	0.00%	-8.4%	Q2 2021
MSMorgan Stanley	$552K	0.27%	0.00%	+15.9%	Q2 2021

Q3 2025Reported Oct 10, 2025112 positions
AAPLApple Inc.	$9.43M	5.12%	0.00%	+8.3%	Q1 2018
COPConocophillips	$4.79M	2.60%	0.00%	+9.5%	Q2 2021
HDHome Depot, Inc.	$4.43M	2.41%	0.00%	+106.0%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$3.86M	2.10%	Not reported	+0.6%	Q1 2018
TSLATesla, Inc.	$3.78M	2.05%	0.00%	-5.6%	Q2 2021
ARPAmerican Reprographics CO	$3.62M	1.97%	0.27%	+48.8%	Q1 2025
BMYBristol Myers Squibb Co	$3.34M	1.81%	0.00%	+6.6%	Q1 2018
AMGNAmgen Inc	$3.29M	1.79%	0.00%	+9.7%	Q2 2021
OUNZVanEck Merk Gold ETF	$2.67M	1.45%	0.13%	+10.4%	Q4 2022
UNHUnitedhealth Group Inc	$2.66M	1.44%	0.00%	+318.4%	Q2 2021
MSFTMicrosoft Corp	$2.2M	1.20%	0.00%	+0.6%	Q1 2018
ELVElevance Health, Inc.	$2.15M	1.17%	0.00%	+86.7%	Q2 2021
AMZNAmazon Com Inc	$1.82M	0.99%	0.00%	-7.6%	Q1 2018
NVDANvidia Corp	$1.71M	0.93%	0.00%	+31.3%	Q2 2021
ORCLOracle Corp	$1.69M	0.92%	0.00%	-11.7%	Q2 2021
VVisa Inc.	$1.33M	0.72%	0.00%	-11.8%	Q2 2021
MAMastercard Inc	$1.29M	0.70%	0.00%	-5.9%	Q2 2021
AZOAutozone Inc	$1.24M	0.68%	0.00%	-9.7%	Q2 2021
JQCNuveen Credit Strategies Income Fund	$1.17M	0.64%	Not reported	+3.1%	Q2 2025
GOOGAlphabet Inc.	$1.07M	0.58%	Not reported	-17.4%	Q1 2018
ROSTRoss Stores, Inc.	$943K	0.51%	0.00%	-9.4%	Q2 2021
WMTWalmart Inc.	$827K	0.45%	0.00%	-0.2%	Q1 2018
CMICummins Inc	$807K	0.44%	0.00%	-6.3%	Q2 2021
PGPROCTER & GAMBLE Co	$798K	0.43%	0.00%	+2.8%	Q1 2018
PMPhilip Morris International Inc.	$770K	0.42%	0.00%	-4.7%	Q1 2018
FSCOFS Credit Opportunities Corp.	$765K	0.42%	Not reported	+34.7%	Q2 2024
AVGOBroadcom Inc.	$754K	0.41%	0.00%	Not reported	Q2 2021
ORLYO Reilly Automotive Inc	$718K	0.39%	0.00%	-8.4%	Q2 2021
SHOPShopify Inc.	$684K	0.37%	0.00%	-18.5%	Q2 2021
LLYELI LILLY & Co	$617K	0.33%	0.00%	-2.4%	Q2 2021
SILASila Realty Trust, Inc.	$615K	0.33%	0.04%	-15.8%	Q2 2024
JPMJPMorgan Chase & Co	$605K	0.33%	0.00%	-11.1%	Q1 2018
XOMExxonMobil Holdings Corp	$600K	0.33%	0.00%	+12.8%	Q1 2018
TAt&T Inc.	$595K	0.32%	0.00%	+8.7%	Q1 2018
NVRNVR Inc	$578K	0.31%	0.00%	-5.3%	Q2 2021
PSLVSprott Physical Silver Trust	$578K	0.31%	0.01%	+4.6%	Q2 2021
SMASmartStop Self Storage REIT, Inc.	$554K	0.30%	0.05%	New	Q3 2025
ZTSZoetis Inc.	$547K	0.30%	0.00%	-3.3%	Q2 2021
EPDEnterprise Products Partners L.P.	$540K	0.29%	0.00%	+14.5%	Q2 2021
PGRProgressive Corp	$529K	0.29%	0.00%	+36.9%	Q2 2021
GLDSPDR Gold Trust	$525K	0.29%	0.00%	-11.9%	Q1 2018
GILDGilead Sciences, Inc.	$501K	0.27%	0.00%	+6.8%	Q2 2021
FMARCapital Trust Holdings Inc.	$492K	0.27%	0.05%	-2.1%	Q1 2024
ABTAbbott Laboratories	$468K	0.25%	0.00%	-24.2%	Q1 2018
DPZDominos Pizza Inc	$455K	0.25%	0.00%	-8.9%	Q4 2022
GSGoldman Sachs Group Inc	$442K	0.24%	0.00%	-4.2%	Q1 2018
JNJJohnson & Johnson	$439K	0.24%	0.00%	+8.0%	Q1 2018
CVXChevron Corp	$434K	0.24%	0.00%	+5.4%	Q1 2018
MSMorgan Stanley	$426K	0.23%	0.00%	-10.1%	Q2 2021
CATCaterpillar Inc	$423K	0.23%	0.00%	+6.6%	Q1 2018

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