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Portfolio (Quarterly) Guide ↗

Coastwise Capital Group, LLC

· CIK 0001934500
13F Portfolio $172M AUM 145 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 143 New
Page 1 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHD Sch US Div Equity Etf 449,966.0 $14.3M 8.29% NEW $31.71 +10.1%
2 AAPL Apple Inc Technology 32,123.0 $9.3M 5.40% NEW $289.36 +10.5%
3 SPY S P D R TRUST Unit SR Financial Services 11,984.0 $8.9M 5.20% NEW $746.77 +3.0%
4 GOOGL Alphabet Inc. Communication Services 22,995.0 $8.1M 4.72% NEW $353.33 -1.9%
5 AMZN Amazon Com Inc Consumer Cyclical 27,775.0 $6.6M 3.85% NEW $238.34 +11.8%
6 LRCX Lam Research Corporation Technology 14,954.0 $6.5M 3.77% NEW $433.33 -30.3%
7 NVDA Nvidia Corp Technology 31,763.0 $6.4M 3.69% NEW $200.09 +8.7%
8 MSFT Microsoft Corp Technology 15,783.0 $5.9M 3.42% NEW $373.02 +37.7%
9 SCHV Schw US Lcap Val Etf 158,886.0 $5.5M 3.21% NEW $34.81 -0.6%
10 SPSM Spdr Portfolio S&P 600 54,963.0 $3.2M 1.84% NEW $57.67 -1.9%
11 TSLA Tesla Motors Inc Consumer Cyclical 6,923.0 $2.9M 1.69% NEW $420.60 -17.1%
12 META Meta Platforms Inc Communication Services 4,956.0 $2.8M 1.62% NEW $563.24 +2.6%
13 QQQ Invesco Qqq TRUST Financial Services 3,145.0 $2.3M 1.35% NEW $736.34 -2.7%
14 VZ Verizon Communications Communication Services 54,261.0 $2.3M 1.34% NEW $42.34 +18.3%
15 DIA SPDR Dow Jones Ind ETF Financial Services 4,054.0 $2.1M 1.23% NEW $522.43 +2.4%
16 CSCO Cisco Systems Inc Technology 17,276.0 $2.0M 1.18% NEW $117.46 -6.4%
17 PFE Pfizer Incorporated Healthcare 80,028.0 $1.9M 1.12% NEW $24.08 +16.1%
18 INTC Intel Corp Technology 13,685.0 $1.9M 1.11% NEW $139.63 -35.9%
19 SCHF Schw Intl Eq Etf 65,298.0 $1.8M 1.05% NEW $27.70 +2.2%
20 QCOM Qualcomm Inc Technology 9,648.0 $1.8M 1.04% NEW $184.78 -11.1%
Page 1 of 8  ·  143 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.4%
Financial Services 16.5%
Communication Services 13.3%
Consumer Cyclical 11.7%
Healthcare 10.0%
Industrials 8.3%
Consumer Defensive 5.4%
Energy 2.3%
Utilities 0.6%
Basic Materials 0.2%