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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 3 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOGL ALPHABET INC Communication Services 2,935.0 $1.0M 0.31% -78.0 -2.6% $357.37 -5.0%
42 AFL AFLAC INC Financial Services 8,786.0 $1.0M 0.31% $117.25 -1.2%
43 VTEB VANGUARD MUN BD FDS 19,195.0 $971K 0.29% +1K +8.4% $50.58 -2.5%
44 CMI CUMMINS INC Industrials 1,333.0 $951K 0.28% -384.0 -22.4% $713.21 -20.9%
45 ASML ASML HLDG NV Technology 467.0 $929K 0.28% $1989.44 -14.7%
46 VXUS VANGUARD STAR FDS 10,765.0 $920K 0.27% +195.0 +1.8% $85.49 +2.1%
47 GILD GILEAD SCIENCES INC Healthcare 7,264.0 $918K 0.27% $126.34 +15.8%
48 FSLR FIRST SOLAR INC Energy 3,722.0 $878K 0.26% $235.96 -14.4%
49 TSLA TESLA INC Consumer Cyclical 2,065.0 $869K 0.26% $420.60 -12.5%
50 VIOO VANGUARD ADMIRAL FDS INC 6,160.0 $847K 0.25% +392.0 +6.8% $137.51 -2.6%
51 VOO VANGUARD INDEX FDS 1,207.0 $829K 0.25% +53.0 +4.6% $686.73 +2.7%
52 JPM JPMORGAN CHASE & CO Financial Services 2,335.0 $764K 0.23% +19.0 +0.8% $327.33 +8.8%
53 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.22% $748850.00
54 HSY HERSHEY CO Consumer Defensive 4,171.0 $732K 0.22% +680.0 +19.5% $175.45 +0.4%
55 LIN LINDE PLC Basic Materials 1,390.0 $721K 0.21% +196.0 +16.4% $518.94 -5.7%
56 ALL ALLSTATE CORP Financial Services 2,972.0 $707K 0.21% +1K +92.6% $237.94 +8.3%
57 LMT LOCKHEED MARTIN CORP Industrials 1,386.0 $706K 0.21% +48.0 +3.6% $509.46 +10.2%
58 AMD ADVANCED MICRO DEVICES INC Technology 1,206.0 $701K 0.21% -318.0 -20.9% $580.91 -19.0%
59 HPE HEWLETT PACKARD ENTERPRISE C Technology 15,516.0 $700K 0.21% -2K -11.9% $45.11 +15.8%
60 VPU VANGUARD WORLD FD 3,548.0 $694K 0.21% +902.0 +34.1% $195.72 -6.6%
Page 3 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%