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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
Page 2 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VEA VANGUARD TAX-MANAGED FDS 58,252.0 $4.2M 1.24% -3K -5.1% $71.25 +2.3%
22 VDC VANGUARD WORLD FD 18,110.0 $4.1M 1.22% +678.0 +3.9% $225.49 +1.8%
23 VAW VANGUARD WORLD FD 16,788.0 $3.8M 1.14% $228.79 +3.3%
24 IFRA ISHARES TR 59,886.0 $3.8M 1.12% -3K -4.4% $63.04 -6.8%
25 VDE VANGUARD WORLD FD 24,544.0 $3.7M 1.10% +2K +8.8% $150.12 +20.0%
26 SIVR ABRDN SILVER ETF TRUST Financial Services 59,579.0 $3.3M 1.00% +9K +16.7% $56.22 +12.5%
27 XME SPDR SERIES TRUST 31,216.0 $3.3M 0.99% -990.0 -3.1% $106.93 +10.5%
28 VUG VANGUARD INDEX FDS 35,243.0 $3.0M 0.90% +29K +512.7% $86.14 +2.4%
29 VTHR VANGUARD SCOTTSDALE FDS 6,681.0 $2.2M 0.66% +170.0 +2.6% $331.45 +2.2%
30 BND VANGUARD BD INDEX FDS 29,561.0 $2.2M 0.65% +4K +14.6% $73.41 -1.6%
31 TBIL RBB FD INC 41,448.0 $2.1M 0.61% -4K -9.2% $49.86 -0.0%
32 LRCX LAM RESEARCH CORP Technology 4,302.0 $1.9M 0.56% -1K -20.8% $433.33 -30.4%
33 AMAT APPLIED MATLS INC Technology 2,412.0 $1.7M 0.52% -289.0 -10.7% $723.00 -36.6%
34 VTV VANGUARD INDEX FDS 6,341.0 $1.4M 0.41% +165.0 +2.7% $217.97 +3.2%
35 MSFT MICROSOFT CORP Technology 3,587.0 $1.3M 0.40% +88.0 +2.5% $373.07 +36.0%
36 CAT CATERPILLAR INC Industrials 1,129.0 $1.2M 0.36% -136.0 -10.8% $1064.90 -25.1%
37 AVGO BROADCOM INC Technology 3,018.0 $1.1M 0.34% -171.0 -5.4% $377.75 -2.0%
38 VLO VALERO ENERGY CORP Energy 4,363.0 $1.1M 0.34% -45.0 -1.0% $260.46 +37.8%
39 AAPL APPLE INC Technology 3,805.0 $1.1M 0.33% +156.0 +4.3% $289.36 +9.5%
40 INTC INTEL CORP Technology 7,785.0 $1.1M 0.32% -3K -29.0% $139.63 -35.9%
Page 2 of 7  ·  121 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 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%