Coston, Mc Isaac & Partners has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $293 Million distributed in 1001 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $16.3M, Vanguard Total Stock Market Et with a value of $15.2M, Berkshire Hathaway Inc Class B with a value of $14.7M, Vanguard Ftse All World Ex Us with a value of $13M, and Apple Inc. with a value of $10.9M.
Examining the 13F form we can see an increase of $4.98M in the current position value, from $288M to 293M.
Coston, Mc Isaac & Partners is based out at Bar Harbor, ME
Below you can find more details about Coston, Mc Isaac & Partners portfolio as well as his latest detailed transactions.
Portfolio value
$293 Million
ETFs: $95.6 Million
Consumer Defensive: $75.3 Million
Consumer Cyclical: $24.5 Million
Technology: $23.3 Million
Utilities: $22.9 Million
Financial Services: $19.2 Million
Healthcare: $13.3 Million
Industrials: $7.89 Million
Other: $11.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
