Castleview Partners, LLC
Top Portfolio Positions
130 positions ·
$102,186,792 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| COP |
Conocophillips
Energy
|
49,443 | $6,526,476 | 6.39% | |
| AAPL |
Apple Inc.
Technology
|
25,446 | $6,457,940 | 6.32% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
13,187 | $4,902,267 | 4.80% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
73,988 | $4,487,372 | 4.39% | |
| SPY |
Spdr S&P 500 ETF Trust
|
6,371 | $4,143,316 | 4.05% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
11,073 | $3,641,798 | 3.56% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
36,761 | $3,400,392 | 3.33% | |
| AMGN |
Amgen Inc
Healthcare
|
7,860 | $2,765,541 | 2.71% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
9,971 | $2,698,052 | 2.64% | |
| FSCO |
FS Credit Opportunities Corp.
Financial Services
|
431,855 | $2,202,460 | 2.16% |
Portfolio Trend
19 quarters · across all stocks
Holdings in IAUX
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,453,880 | 956,500 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,189,316 | 814,600 | Shares | Sole | 2026-01-12 | |
| No 13F history on record for this holder in this stock. | ||||||