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Portfolio (Quarterly) Guide ↗

Silver Coast Investments LLC

· CIK 0002012033
13F Portfolio $290M AUM 129 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 105 New
Page 3 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTEB VANGUARD MUN BD FDS 15,064.0 $758K 0.26% NEW $50.29 +0.5%
42 BERKSHIRE HATHAWAY INC DEL 1.0 $755K 0.26% NEW $754800.00
43 CAT CATERPILLAR INC Industrials 1,317.0 $754K 0.26% NEW $572.87 +74.1%
44 JPM JPMORGAN CHASE & CO. Financial Services 2,298.0 $740K 0.26% NEW $322.22 +2.1%
45 GBIL GOLDMAN SACHS ETF TR 7,375.0 $737K 0.25% NEW $99.94 +0.2%
46 CVX CHEVRON CORP NEW Energy 4,465.0 $681K 0.23% NEW $152.41 +12.2%
47 LMT LOCKHEED MARTIN CORP Industrials 1,378.0 $666K 0.23% NEW $483.67 +4.9%
48 HSY HERSHEY CO Consumer Defensive 3,557.0 $647K 0.22% NEW $181.98 -1.6%
49 CRM SALESFORCE INC Technology 2,287.0 $606K 0.21% NEW $264.91 -40.2%
50 SFM SPROUTS FMRS MKT INC Consumer Defensive 7,384.0 $588K 0.20% NEW $79.67 +3.1%
51 VTV VANGUARD INDEX FDS 2,886.0 $551K 0.19% NEW $190.95 +14.4%
52 LOW LOWES COS INC Consumer Cyclical 2,147.0 $518K 0.18% NEW $241.16 -7.7%
53 VPU VANGUARD WORLD FD 2,636.0 $488K 0.17% NEW $185.02 +7.9%
54 ASML ASML HOLDING N V Technology 449.0 $480K 0.17% NEW $1069.86 +67.7%
55 CSCO CISCO SYS INC Technology 6,190.0 $477K 0.16% NEW $77.03 +47.7%
56 DE DEERE & CO Industrials 1,018.0 $474K 0.16% NEW $465.57 +31.7%
57 VT VANGUARD INTL EQUITY INDEX F 3,350.0 $473K 0.16% NEW $141.07 +9.1%
58 HPE HEWLETT PACKARD ENTERPRISE C Technology 18,857.0 $453K 0.16% NEW $24.02 +82.0%
59 TMUS T-MOBILE US INC Communication Services 2,194.0 $445K 0.15% NEW $203.04 -10.0%
60 LIN LINDE PLC Basic Materials 1,044.0 $445K 0.15% NEW $426.39 +21.9%
Page 3 of 6  ·  105 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 27.3%
Financial Services 17.0%
Industrials 13.1%
Healthcare 8.5%
Energy 8.2%
Consumer Defensive 8.0%
Communication Services 7.0%
Consumer Cyclical 6.3%
Basic Materials 4.0%
Utilities 0.6%