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Portfolio (Quarterly) Guide ↗

Silver Coast Investments LLC

· CIK 0002012033
13F Portfolio $290M AUM 129 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 105 New
Page 6 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JNJ JOHNSON & JOHNSON Healthcare 1,115.0 $231K 0.08% NEW $206.95 +23.1%
102 UNH UNITEDHEALTH GROUP INC Healthcare 654.0 $216K 0.07% NEW $330.11 +29.6%
103 YELP YELP INC Communication Services 7,003.0 $213K 0.07% NEW $30.39 -21.0%
104 UPS UNITED PARCEL SERVICE INC Industrials 2,131.0 $211K 0.07% NEW $99.19 +9.0%
105 GS GOLDMAN SACHS GROUP INC Financial Services 239.0 $210K 0.07% NEW $879.00 +16.0%
Page 6 of 6  ·  105 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 27.3%
Financial Services 17.0%
Industrials 13.1%
Healthcare 8.5%
Energy 8.2%
Consumer Defensive 8.0%
Communication Services 7.0%
Consumer Cyclical 6.3%
Basic Materials 4.0%
Utilities 0.6%