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Home > Institutional Investor > Coastline Trust Co > Profile

Instuitional Investor - Coastline Trust Co

Fund Profile
Filing Period:
Fund Name: Coastline Trust Co
Portfolio Value $752,037,096
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 104,950 $39,465,398 5.27%
2.
Apple Inc.
 AAPL 182,551 $35,146,544 4.69%
3.
Nvidia Corp
 NVDA 596,870 $29,558,197 3.94%
4.
Vanguard Small Cap Value Etf
 146,129 $26,298,836 3.51%
5.
Ishares Trust
 IEF 53,414 $25,512,129 3.4%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)