Coastal Bridge Advisors, LLC
Top Portfolio Positions
292 positions ·
$863,831,706 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
224,353 | $56,938,547 | 6.59% | |
| LION |
Lionsgate Studios Corp.
|
5,027,980 | $48,218,328 | 5.58% | |
| NVDA |
Nvidia Corp
Technology
|
173,535 | $30,264,504 | 3.50% | |
| MSFT |
Microsoft Corp
Technology
|
75,620 | $27,992,255 | 3.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
131,812 | $27,452,485 | 3.18% | |
| BGB |
Blackstone Strategic Credit 2027 Term Fund
Financial Services
|
2,451,500 | $27,334,225 | 3.16% | |
| XOM |
Exxon Mobil Corp
Energy
|
149,385 | $25,344,659 | 2.93% | |
| IAU |
Ishares Gold Trust
|
283,283 | $24,974,229 | 2.89% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
69,537 | $19,996,059 | 2.31% | |
| GBDC |
GOLUB CAPITAL BDC, Inc.
Financial Services
|
1,292,404 | $16,361,834 | 1.89% |
Portfolio Trend
25 quarters · across all stocks
Holdings in JFR
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,060,414 | 406,970 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,553,473 | 453,828 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,374,410 | 534,769 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,531,500 | 535,006 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,790,454 | 565,579 | Shares | Sole | 2025-08-25 | |
| 2024-12-31 | $4,135,133 | 463,580 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,216,154 | 478,022 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,827,227 | 442,454 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,957,156 | 338,735 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,759,819 | 214,090 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,022,054 | 124,489 | Shares | Sole | 2023-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||