Castleview Partners, LLC
Annual return '25
+11.4%
SPY '25
+17.7%
Alpha
-6.3ptsvs SPY
Invested
$195.1M
Holdings
202
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MBSF
VALUED ADVISERS TR
Held since at least Q1 2024
12.9%
02
$ISRG
INTUITIVE SURGICAL INC
Held since at least Q1 2024
5.0%
03
$MBSX
ADVISOR MANAGED PORTFOLIOS
Held since at least Q1 2024
4.3%
04
$COP
CONOCOPHILLIPS
Held since at least Q1 2024
3.3%
05
$AAPL
APPLE INC
Held since at least Q1 2024
3.3%
06
$TSLA
TESLA INC
Held since at least Q1 2024
2.5%
07
$LST
MANAGED PORTFOLIO SERIES
Held since at least Q1 2024
2.5%
08
$BMY
BRISTOL-MYERS SQUIBB CO
Held since at least Q1 2024
2.3%
09
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
2.1%
10
$BSX
BOSTON SCIENTIFIC CORP
Held since at least Q1 2024
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:35 UTC.