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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 $854,110,368
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 503,131 $67,565,462 7.91%
2.
Apple Inc.
 AAPL 183,354 $45,915,508 5.37%
3.
Microsoft Corp
 MSFT 97,031 $40,898,567 4.78%
4.
Ishares Trust
 IEF 51,281 $30,188,099 3.53%
5.
Ishares Trust
 IEF 334,060 $29,530,904 3.45%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)