Coston, Mc Isaac & Partners has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $288 Million distributed in 886 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $16.2M, Vanguard Dividend Appreciation with a value of $16.1M, Vanguard Total Stock Market Et with a value of $13.8M, Apple Inc. with a value of $11.8M, and Vanguard Ftse All World Ex Us with a value of $11.4M.
Examining the 13F form we can see an increase of $7.25M in the current position value, from $281M to 288M.
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
$288 Million
ETFs: $85.9 Million
Consumer Defensive: $76.7 Million
Consumer Cyclical: $24.5 Million
Utilities: $23.7 Million
Technology: $22.9 Million
Financial Services: $20.6 Million
Healthcare: $14.3 Million
Industrials: $8.03 Million
Other: $11.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
