Coston, Mc Isaac & Partners Portfolio Holdings
Coston, Mc Isaac & Partners
- $288 Million
- Q1 2025
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 886
- Current Value $288 Million
- Prior Value $281 Million
- Filing
- Period Q1 2025
- Filing Date May 13, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 41 stocks
- Additional Purchases 200 stocks
- Sold out of 0 stocks
- Reduced holdings in 126 stocks