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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 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CAT CATERPILLAR INC Industrials 1,265.0 $896K 0.29% -52.0 -4.0% $708.46 +40.8%
42 VTEB VANGUARD MUN BD FDS 17,709.0 $884K 0.28% +3K +17.6% $49.89 +1.3%
43 GOOGL ALPHABET INC Communication Services 3,013.0 $866K 0.28% $287.56 +17.3%
44 CVX CHEVRON CORPORATION Energy 4,091.0 $846K 0.27% -374.0 -8.4% $206.90 -17.3%
45 VXUS VANGUARD STAR FDS 10,570.0 $815K 0.26% NEW $77.11 +9.6%
46 LMT LOCKHEED MARTIN CORP Industrials 1,338.0 $809K 0.26% -40.0 -2.9% $604.39 -16.0%
47 TSLA TESLA INC Consumer Cyclical 2,065.0 $768K 0.24% $371.75 +2.1%
48 FSLR FIRST SOLAR INC Energy 3,722.0 $734K 0.23% $197.26 +21.2%
49 HSY HERSHEY CO Consumer Defensive 3,491.0 $726K 0.23% -66.0 -1.9% $207.89 -13.8%
50 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.23% $718140.00
51 VOO VANGUARD INDEX FDS 1,154.0 $689K 0.22% -183.0 -13.7% $597.38 +12.2%
52 JPM JPMORGAN CHASE & CO Financial Services 2,316.0 $681K 0.22% +18.0 +0.8% $294.16 +11.9%
53 VIOO VANGUARD ADMIRAL FDS INC 5,768.0 $662K 0.21% NEW $114.84 +18.9%
54 ASML ASML HLDG NV Technology 467.0 $617K 0.20% +18.0 +4.0% $1320.83 +35.9%
55 LIN LINDE PLC Basic Materials 1,194.0 $592K 0.19% +150.0 +14.4% $495.76 +4.8%
56 SFM SPROUTS FMRS MKT INC Consumer Defensive 7,384.0 $570K 0.18% $77.13 +6.5%
57 DE DEERE & CO Industrials 994.0 $560K 0.18% -24.0 -2.4% $563.30 +8.9%
58 VPU VANGUARD WORLD FD 2,646.0 $524K 0.17% $198.16 +0.8%
59 LOW LOWES COS INC Consumer Cyclical 2,147.0 $507K 0.16% $236.28 -5.8%
60 NTR NUTRIEN LTD Basic Materials 6,704.0 $506K 0.16% +1K +17.9% $75.46 -19.2%
Page 3 of 6  ·  119 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%