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Home > Institutional Investor > Coston, Mcisaac & Partners > Profile

Instuitional Investor - Coston, Mcisaac & Partners

Fund Profile
Filing Period:
Fund Name: Coston, Mcisaac & Partners
Portfolio Value $343,126,758
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Dividend Appreciation Etf
 88,474 $17,163 5.01%
2.
Berkshire Hathaway Inc
 BRK.A 30,444 $16,212 4.73%
3.
Dfa Global Equity I
 469,242 $15,648 4.57%
4.
Vanguard Total Stock Market Etf
 50,115 $13,773 4.02%
5.
Apple Inc.
 AAPL 53,175 $11,811 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)