Coastline Trust Co
BankTop Portfolio Positions
296 positions ·
$658,888,989 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
471,979 | $82,313,137 | 12.49% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
172,909 | $49,721,711 | 7.55% | |
| AAPL |
Apple Inc.
Technology
|
188,541 | $47,849,820 | 7.26% | |
| MSFT |
Microsoft Corp
Technology
|
103,626 | $38,359,236 | 5.82% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
151,177 | $31,485,633 | 4.78% | |
| META |
Meta Platforms, Inc.
Communication Services
|
45,366 | $25,955,249 | 3.94% | |
| LLY |
ELI LILLY & Co
Healthcare
|
20,897 | $19,220,433 | 2.92% | |
| SPY |
Spdr S&P 500 ETF Trust
|
25,493 | $16,579,117 | 2.52% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
28,529 | $16,466,367 | 2.50% | |
| PANW |
Palo Alto Networks Inc
Technology
|
79,828 | $12,798,024 | 1.94% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SUN
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,694 | 180 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $9,433 | 180 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $9,001 | 180 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,646 | 180 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $10,450 | 180 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $9,259 | 180 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,662 | 180 | Shares | Sole | 2024-11-06 | |
| 2020-03-31 | $239,604 | 15,320 | Shares | Defined | 2020-06-10 | |
| No 13F history on record for this holder in this stock. | ||||||