Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Coastline Trust Co (CIK 1324279) reported $1.13B across 406 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($91.0M, 8.07%), GOOGL ($61.5M, 5.45%), AAPL ($54.5M, 4.83%), IVV ($46.0M, 4.08%), EFA ($42.8M, 3.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $91.0M | 8.07% | 454,787 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $61.5M | 5.45% | 172,104 | Trimmed |
| 3 | AAPL | APPLE INC | $54.5M | 4.83% | 188,231 | Trimmed |
| 4 | IVV | ISHARES TR | $46.0M | 4.08% | 61,472 | Trimmed |
| 5 | EFA | ISHARES TR | $42.8M | 3.80% | 412,460 | Added |
| 6 | MSFT | MICROSOFT CORP | $38.5M | 3.42% | 103,306 | Trimmed |
| 7 | IJH | ISHARES TR | $38.0M | 3.37% | 493,350 | Trimmed |
| 8 | IWR | ISHARES TR | $37.3M | 3.31% | 337,887 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $35.9M | 3.18% | 150,624 | Trimmed |
| 10 | IEFA | ISHARES TR | $32.0M | 2.84% | 331,526 | Added |
| 11 | LLY | ELI LILLY & CO | $25.0M | 2.22% | 20,868 | Trimmed |
| 12 | META | META PLATFORMS INC | $23.9M | 2.12% | 42,513 | Trimmed |
| 13 | PANW | PALO ALTO NETWORKS INC | $23.8M | 2.11% | 69,899 | Trimmed |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $23.3M | 2.07% | 327,318 | Added |
| 15 | QQQ | INVESCO QQQ TR | $21.2M | 1.88% | 28,788 | Added |
| 16 | IWM | ISHARES TR | $20.6M | 1.83% | 68,641 | Trimmed |
| 17 | VTI | VANGUARD INDEX FDS | $20.0M | 1.77% | 53,937 | Trimmed |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $17.8M | 1.58% | 23,883 | Trimmed |
| 19 | EWJ | ISHARES INC | $16.8M | 1.49% | 180,085 | Added |
| 20 | VBR | VANGUARD INDEX FDS | $14.4M | 1.28% | 59,350 | Trimmed |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $14.1M | 1.25% | 235,694 | Added |
| 22 | ABBV | ABBVIE INC | $12.3M | 1.09% | 48,854 | Trimmed |
| 23 | AGG | ISHARES TR | $11.7M | 1.03% | 117,726 | Added |
| 24 | V | VISA INC | $11.4M | 1.01% | 33,290 | Trimmed |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $11.2M | 0.99% | 22,306 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30