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Portfolio (Quarterly) Guide ↗

Castleview Partners, LLC

· CIK 0001737088
13F Portfolio $195M AUM 200 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 80 Added 76 Reduced 26 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 OXLC OXFORD LANE CAP CORP Financial Services 14,400 $211K 0.10% SOLD
22 ECC EAGLE POINT CREDIT COMPANY I Financial Services 36,200 $209K 0.10% SOLD
23 AVTR AVANTOR INC Healthcare 10,199 $117K 0.06% SOLD
24 XAI OCTAGN FLT RAT & ALT INM 18,572 $89K 0.04% SOLD
25 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 16,658 $68K 0.03% SOLD
26 BMBL BUMBLE INC Technology 11,500 $41K 0.02% SOLD
Page 2 of 2  ·  26 positions
Sector Allocation
Financial Services 23.5%
Technology 15.7%
Healthcare 15.6%
Consumer Cyclical 13.1%
Energy 12.9%
Consumer Defensive 6.2%
Industrials 3.9%
Communication Services 3.4%
Real Estate 2.7%
Basic Materials 2.6%