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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 5 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NFG NATIONAL FUEL GAS CO Energy 3,676.0 $345K 0.11% -104.0 -2.8% $93.96 -16.5%
82 DFAX DIMENSIONAL ETF TRUST 10,134.0 $344K 0.11% NEW $33.97 +7.2%
83 FIX COMFORT SYS USA INC Industrials 248.0 $342K 0.11% $1378.99 +34.5%
84 META META PLATFORMS INC Communication Services 594.0 $340K 0.11% $572.13 -3.8%
85 PSX PHILLIPS 66 Energy 1,795.0 $327K 0.10% -199.0 -10.0% $182.18 -5.8%
86 SNA SNAP ON INC Industrials 894.0 $325K 0.10% -7.0 -0.8% $363.22 +9.3%
87 WM WASTE MGMT INC DEL Industrials 1,399.0 $321K 0.10% $229.79 -1.9%
88 ALL ALLSTATE CORP Financial Services 1,543.0 $320K 0.10% $207.34 +15.6%
89 VB VANGUARD INDEX FDS 1,208.0 $316K 0.10% +90.0 +8.1% $261.87 +14.4%
90 VOE VANGUARD INDEX FDS 1,703.0 $314K 0.10% NEW $184.14 +8.1%
91 AMD ADVANCED MICRO DEVICES INC Technology 1,524.0 $310K 0.10% $203.43 +156.4%
92 AMGN AMGEN INC Healthcare 867.0 $305K 0.10% -27.0 -3.0% $351.85 +1.8%
93 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 299.0 $298K 0.10% $996.43 -4.4%
94 RSG REPUBLIC SVCS INC Industrials 1,335.0 $292K 0.09% +22.0 +1.7% $219.02 -1.2%
95 GD GENERAL DYNAMICS CORP Industrials 838.0 $288K 0.09% NEW $343.22 +1.0%
96 ALB ALBEMARLE CORP Basic Materials 1,561.0 $280K 0.09% -753.0 -32.5% $179.53 -25.5%
97 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,781.0 $268K 0.09% +434.0 +18.5% $96.47 +13.4%
98 NEE NEXTERA ENERGY INC Utilities 2,868.0 $266K 0.09% -34.0 -1.2% $92.88 -4.7%
99 GOOG ALPHABET INC Communication Services 924.0 $265K 0.09% $286.86 +16.7%
100 KO COCA COLA CO Consumer Defensive 3,481.0 $265K 0.08% -41.0 -1.2% $76.05 +8.7%
Page 5 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%