Stock Taper

CASTLEVIEW PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Walt Disney CompanyDIS2.73K$262.86K
Ventas, Inc.VTR2.84K$252.21K
Expeditors International of Washington, Inc.EXPD3.1K$504.59K
JPMorgan Chase & Co.JPM3.12K$1.02M
Commercial Metals CompanyCMC3.4K$213.35K
Starbucks CorporationSBUX3.47K$354.29K
Entergy CorporationETR3.49K$401.32K
The Progressive CorporationPGR3.58K$782.49K
Visa Inc.V3.61K$1.24M
Morgan StanleyMS3.67K$768.38K
Broadcom Inc.AVGO3.76K$1.42M
Shopify Inc.SHOP4.01K$457.98K
Alphabet Inc.GOOG4.02K$1.42M
Johnson & JohnsonJNJ4.04K$1.03M
Microsoft CorporationMSFT4.28K$1.6M
Colgate-Palmolive CompanyCL4.54K$415.95K
Oracle CorporationORCL4.55K$666.51K
United Parcel Service, Inc.UPS4.7K$505.46K
Elevance Health Inc.ELV4.7K$1.82M
Duke Energy CorporationDUK4.85K$614.29K