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Portfolio (Quarterly) Guide ↗

Silver Coast Investments LLC

· CIK 0002012033
13F Portfolio $313M AUM 119 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 43 Added 34 Reduced 3 Exited
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DIS DISNEY WALT CO Communication Services 2,487.0 $240K 0.08% +90.0 +3.8% $96.38 +2.5%
42 GPC GENUINE PARTS CO Consumer Cyclical 2,265.0 $240K 0.08% +38.0 +1.7% $105.75 +9.7%
43 BDX BECTON DICKINSON & CO Healthcare 1,354.0 $213K 0.07% +101.0 +8.1% $157.23 -0.8%
Page 3 of 3  ·  43 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 25.0%
Industrials 16.0%
Financial Services 15.8%
Consumer Defensive 9.4%
Energy 8.8%
Healthcare 8.5%
Communication Services 5.7%
Consumer Cyclical 5.2%
Basic Materials 4.9%
Utilities 0.7%