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Portfolio (Quarterly) Guide ↗

Silver Coast Investments LLC

· CIK 0002012033
13F Portfolio $336M AUM 121 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 51 Added 36 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IAGG ISHARES TR 139,466.0 $7.1M 2.10% NEW $50.60 -1.8%
2 C CITIGROUP INC Financial Services 2,417.0 $338K 0.10% NEW $139.96 -6.0%
3 AMKR AMKOR TECHNOLOGY INC Technology 3,592.0 $310K 0.09% NEW $86.23 -45.1%
4 NOW SERVICENOW INC Technology 3,042.0 $302K 0.09% NEW $99.28 +49.1%
5 ALAB ASTERA LABS INC Technology 555.0 $268K 0.08% NEW $483.02 -38.5%
6 SWK STANLEY BLACK & DECKER INC Industrials 2,288.0 $215K 0.06% NEW $94.12 +2.4%
7 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 21,500.0 $211K 0.06% NEW $9.81 +1.8%
8 GS GOLDMAN SACHS GROUP INC Financial Services 202.0 $204K 0.06% NEW $1011.37 +1.4%

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 32.1%
Financial Services 16.3%
Industrials 15.1%
Consumer Defensive 7.8%
Energy 7.4%
Healthcare 6.8%
Consumer Cyclical 4.7%
Communication Services 4.6%
Basic Materials 4.5%
Utilities 0.6%