Long-term investor
Castleview Partners, LLC @castleviewpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001737088).
Record
- Tracked since 2025-06-30 (441 days), 246 trades recorded
- Returns: week n/a · month n/a · 90 days +3.9% · 6 months n/a · 1 year +10.0% · all +10.0%
- Max drawdown n/a · win rate 24% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MBSF · 11.2% · long · since 2025-06-30
- MBSX · 4.0% · long · since 2025-06-30
- TSLA · 3.2% · long · since 2025-06-30
- AAPL · 3.1% · long · since 2025-06-30
- STAX · 2.5% · long · since 2026-06-30
- HD · 2.2% · long · since 2025-06-30
- COP · 2.2% · long · since 2025-06-30
- LST · 2.1% · long · since 2025-06-30
- BMY · 2.1% · long · since 2025-06-30
- SPY · 2.1% · long · since 2025-06-30
- KKR · 1.9% · long · since 2025-12-31
- AMGN · 1.7% · long · since 2025-06-30