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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 4 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DE DEERE & CO Industrials 992.0 $629K 0.19% $634.33 +3.2%
62 SFM SPROUTS FMRS MKT INC Consumer Defensive 7,384.0 $625K 0.19% $84.58 -3.0%
63 CVX CHEVRON CORPORATION Energy 3,682.0 $610K 0.18% -409.0 -10.0% $165.76 +24.4%
64 ABBV ABBVIE INC Healthcare 2,210.0 $556K 0.17% +161.0 +7.9% $251.64 +1.9%
65 NTR NUTRIEN LTD Basic Materials 8,330.0 $524K 0.16% +2K +24.2% $62.95 +20.0%
66 BERKSHIRE HATHAWAY INC DEL 950.0 $475K 0.14% +150.0 +18.8% $500.39
67 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,604.0 $470K 0.14% $293.18 +5.6%
68 VYM VANGUARD WHITEHALL FDS 2,951.0 $466K 0.14% +96.0 +3.4% $158.03 +3.7%
69 CRM SALESFORCE INC Technology 2,976.0 $466K 0.14% +382.0 +14.7% $156.66 +64.4%
70 VOT VANGUARD INDEX FDS 1,499.0 $459K 0.14% +25.0 +1.7% $306.11 -1.3%
71 CSCO CISCO SYS INC Technology 3,825.0 $449K 0.13% -857.0 -18.3% $117.46 -5.9%
72 DFUS DIMENSIONAL ETF TRUST 5,482.0 $449K 0.13% $81.94 +2.1%
73 GD GENERAL DYNAMICS CORP Industrials 1,167.0 $413K 0.12% +329.0 +39.3% $354.24 +4.8%
74 MO ALTRIA GROUP INC Consumer Defensive 5,655.0 $407K 0.12% $71.95 -4.8%
75 MS MORGAN STANLEY Financial Services 1,926.0 $403K 0.12% -188.0 -8.9% $209.04 +2.1%
76 IBM INTERNATIONAL BUSINESS MACHS Technology 1,402.0 $394K 0.12% +450.0 +47.3% $281.21 -16.8%
77 LOW LOWES COS INC Consumer Cyclical 1,778.0 $392K 0.12% -369.0 -17.2% $220.49 -7.2%
78 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 5,091.0 $389K 0.12% -1K -18.2% $76.40 +6.4%
79 MMM 3M CO Industrials 2,388.0 $387K 0.12% -266.0 -10.0% $161.91 +6.1%
80 DFAX DIMENSIONAL ETF TRUST 10,240.0 $377K 0.11% +106.0 +1.1% $36.84 +3.5%
Page 4 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%