account_balance
Investment manager · 13F filer · SEC CIK 1324279
Coastline Trust Co
Reported value$1.07Bas of Sep 30, 2026
Positions347 4 new, 63 sold out
Top 10 weight44.9%NVDA alone is 9%
FiledOct 11 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
9.2%Trimmed −5%
AAPLApple Inc.
5.5%Trimmed −5%
GOOGLAlphabet Inc.
5.3%Trimmed −5%
MSFTMicrosoft Corp
4.7%Trimmed −5%
IVViShares Tr
4.1%Trimmed −8%
EFAiShares Tr
3.8%Trimmed −4%
AMZNAmazon.com Inc
3.3%Trimmed −6%
IJHiShares Tr
3.2%Trimmed −3%
IEFAiShares Tr
3.1%Added +3%
IWRiShares Tr
2.8%Trimmed −17%
METAMeta Platforms, Inc.
2.6%Trimmed −8%
PANWPalo Alto Networks Inc
2.5%Trimmed −3%
NVDANVIDIA Corp
9.2%Trimmed −5%
AAPLApple Inc.
5.5%−5%
GOOGLAlphabet Inc.
5.3%−5%
MSFTMicrosoft Corp
4.7%−5%
IVViShares Tr
4.1%−8%
EFAiShares Tr
3.8%
AMZNAmazon.com Inc
3.3%
IJHiShares Tr
3.2%
IEFAiShares Tr
3.1%
IWR2.8%
METAPANWBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 9.2% Trimmed −5%AAPL Apple Inc. 5.5% Trimmed −5%GOOGL Alphabet Inc. 5.3% Trimmed −5%MSFT Microsoft Corp 4.7% Trimmed −5%
IVV iShares Tr 4.1% Trimmed −8%
EFA iShares Tr 3.8% Trimmed −4%
AMZN Amazon.com Inc 3.3% Trimmed −6%IJH iShares Tr 3.2% Trimmed −3%
IEFA iShares Tr 3.1% Added +3%
IWR iShares Tr 2.8% Trimmed −17%
META Meta Platforms, Inc. 2.6% Trimmed −8%PANW Palo Alto Networks Inc 2.5% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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