Silver Coast Investments LLC
Filing Date
Global Rank
#7,157
/ 8,586
▲ 156
Top Industry
Semiconductor Equipment & Materials
7.9%
3Y Alpha vs SPY
+7.7%
Period ended 3 months ago
Filed Apr 23, 2026 · 54d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+80.0%
SPY
+55.8%
Annualised alpha
+7.7%
Max drawdown
−17.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
73 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.6%
−0.2 pts
Top 5
21.6%
−1.6 pts
Top 10
34.0%
−2.0 pts
HHI
244
Diversified−13
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.8% | $10,186,398 |
| Industrials | 15.9% | $6,051,592 |
| Unclassified | 9.6% | $3,655,260 |
| Consumer Defensive | 9.4% | $3,577,456 |
| Healthcare | 8.5% | $3,221,668 |
| Financial Services | 7.1% | $2,696,371 |
| Energy | 6.9% | $2,607,964 |
| Consumer Cyclical | 5.2% | $1,980,150 |
| Communication Services | 5.0% | $1,906,765 |
| Basic Materials | 4.9% | $1,844,011 |
| Utilities | 0.7% | $266,379 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NTR | Nutrien Ltd. | +1,016 | 6,704 | $505,883 | |
| MO | Altria Group, Inc. | +713 | 5,655 | $373,173 | |
| ORCL | Oracle Corp | +444 | 1,788 | $263,032 | |
| KMB | Kimberly Clark Corp | +434 | 2,781 | $268,283 | |
| CRM | Salesforce, Inc. | +307 | 2,594 | $484,221 | |
| APD | Air Products & Chemicals, Inc. | +216 | 1,604 | $465,945 | |
| LULU | lululemon athletica inc. | +178 | 1,709 | $261,647 | |
| QCOM | Qualcomm Inc/De | +171 | 1,956 | $251,893 | |
| ABBV | AbbVie Inc. | +165 | 2,049 | $445,637 | |
| LIN | Linde PLC | +150 | 1,194 | $591,937 | |
| BDX | Becton Dickinson & Co | +101 | 1,354 | $212,889 | |
| DIS | Walt Disney Co | +90 | 2,487 | $239,697 | |
| MSFT | Microsoft Corp | +80 | 3,499 | $1,295,224 | |
| AVGO | Broadcom Inc. | +78 | 3,189 | $987,027 | |
| ADM | Archer-Daniels-Midland Co | +73 | 6,227 | $452,640 | |
| GPC | Genuine Parts Co | +38 | 2,265 | $239,523 | |
| RSG | Republic Services, Inc. | +22 | 1,335 | $292,391 | |
| JPM | Jpmorgan Chase & Co | +18 | 2,316 | $681,274 | |
| ASML | Asml Holding NV | +18 | 467 | $616,827 | |
| MMM | 3M Co | +1 | 2,654 | $385,440 | |
| IBM | International Business Machines Corp | +1 | 952 | $230,755 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SIVR | abrdn Silver ETF Trust | −2,115 | 51,044 | $3,655,260 | |
| LRCX | Lam Research Corp | −1,563 | 5,432 | $1,160,601 | |
| CSCO | Cisco Systems, Inc. | −1,508 | 4,682 | $363,276 | |
| HPE | Hewlett Packard Enterprise Co | −1,241 | 17,616 | $419,436 | |
| INTC | Intel Corp | −962 | 10,971 | $484,150 | |
| ALB | Albemarle Corp | −753 | 1,561 | $280,246 | |
| IRMD | Iradimed Corp | −581 | 3,710 | $357,124 | |
| VLO | Valero Energy Corp/Tx | −533 | 4,408 | $1,089,128 | |
| CVX | Chevron Corp | −374 | 4,091 | $846,427 | |
| AMAT | Applied Materials Inc /De | −317 | 2,701 | $923,174 | |
| PRIM | Primoris Services Corp | −312 | 1,800 | $257,472 | |
| MRK | Merck & Co., Inc. | −206 | 3,564 | $428,713 | |
| PSX | Phillips 66 | −199 | 1,795 | $327,013 | |
| MS | Morgan Stanley | −139 | 2,114 | $347,900 | |
| NFG | National Fuel Gas Co | −104 | 3,676 | $345,396 | |
| JNJ | Johnson & Johnson | −88 | 1,027 | $251,039 | |
| HSY | Hershey Co | −66 | 3,491 | $725,743 | |
| AAPL | Apple Inc. | −66 | 3,649 | $926,079 | |
| CMI | Cummins Inc | −60 | 1,717 | $923,780 | |
| CAT | Caterpillar Inc | −52 | 1,265 | $896,201 | |
| KO | Coca Cola Co | −41 | 3,481 | $264,730 | |
| LMT | Lockheed Martin Corp | −40 | 1,338 | $808,673 | |
| NEE | Nextera Energy Inc | −34 | 2,868 | $266,379 | |
| AMGN | Amgen Inc | −27 | 867 | $305,053 | |
| DE | Deere & Co | −24 | 994 | $559,920 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
8 positions ·
$3,221,668 total
· Healthcare only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Held | 7,264 | $1,012,383 | 31.42% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 2,049 | $445,637 | 13.83% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 3,564 | $428,713 | 13.31% | |
| IRMD |
Iradimed Corp
Healthcare
|
Reduced | 3,710 | $357,124 | 11.09% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 867 | $305,053 | 9.47% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,027 | $251,039 | 7.79% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Added | 1,354 | $212,889 | 6.61% | |
| ABT |
Abbott Laboratories
Healthcare
|
NEW | 2,034 | $208,830 | 6.48% |