Castleview Partners, LLC - Q22026 Holdings

Castleview Partners, LLC holds 223 stocks with a total portfolio value of $ 227.52M as of Q22026. In Q22026, Castleview Partners, LLC added 51 new positions, increased stakes in 111 stocks, reduced 50 holdings, and fully exited 28 positions. The largest holding is Valued Advisers Tr (MBSF), representing 11.16% of the total portfolio.