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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 4 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CRM SALESFORCE INC Technology 2,594.0 $484K 0.15% +307.0 +13.4% $186.67 -15.2%
62 INTC INTEL CORP Technology 10,971.0 $484K 0.15% -962.0 -8.1% $44.13 +190.8%
63 GBIL GOLDMAN SACHS ETF TR 4,706.0 $471K 0.15% -3K -36.2% $100.19 -0.1%
64 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,604.0 $466K 0.15% +216.0 +15.6% $290.49 -4.4%
65 TMUS T-MOBILE US INC Communication Services 2,194.0 $461K 0.15% $210.03 -13.0%
66 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 6,227.0 $453K 0.14% +73.0 +1.2% $72.69 +5.6%
67 ABBV ABBVIE INC Healthcare 2,049.0 $446K 0.14% +165.0 +8.8% $217.49 +15.6%
68 MRK MERCK & CO INC Healthcare 3,564.0 $429K 0.14% -206.0 -5.5% $120.29 +6.7%
69 VYM VANGUARD WHITEHALL FDS 2,855.0 $423K 0.14% NEW $148.11 +6.8%
70 HPE HEWLETT PACKARD ENTERPRISE C Technology 17,616.0 $419K 0.13% -1K -6.6% $23.81 +83.6%
71 TGT TARGET CORP Consumer Defensive 3,252.0 $394K 0.13% $121.20 +15.8%
72 DFUS DIMENSIONAL ETF TRUST 5,469.0 $388K 0.12% NEW $70.91 +13.0%
73 MMM 3M CO Industrials 2,654.0 $385K 0.12% $145.23 +12.9%
74 BERKSHIRE HATHAWAY INC DEL 800.0 $383K 0.12% $479.20
75 VOT VANGUARD INDEX FDS 1,474.0 $380K 0.12% NEW $257.55 +15.9%
76 MO ALTRIA GROUP INC Consumer Defensive 5,655.0 $373K 0.12% +713.0 +14.4% $65.99 +11.8%
77 NVDA NVIDIA CORPORATION Technology 2,111.0 $368K 0.12% $174.40 +10.4%
78 CSCO CISCO SYS INC Technology 4,682.0 $363K 0.12% -2K -24.4% $77.59 +46.6%
79 IRMD IRADIMED CORP Healthcare 3,710.0 $357K 0.11% -581.0 -13.5% $96.26 -2.4%
80 MS MORGAN STANLEY Financial Services 2,114.0 $348K 0.11% -139.0 -6.2% $164.57 +28.9%
Page 4 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%