Coastline Trust Co

Est. AUM

$1.01B

13F long equity, this entity only

Positions

578

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$79.6M	456404	7.90%	SOLE
2	ALPHABET INC	CAP STK CL A	$48.1M	167428	4.78%	SOLE
3	APPLE INC	COM	$45.9M	180861	4.55%	SOLE
4	ISHARES TR	MSCI EAFE ETF	$37.5M	385805	3.72%	SOLE
5	ISHARES TR	CORE S&P500 ETF	$36.8M	56331	3.65%	SOLE
6	MICROSOFT CORP	COM	$36.2M	97890	3.60%	SOLE
7	ISHARES TR	CORE S&P MCP ETF	$33.6M	497447	3.33%	SOLE
8	ISHARES TR	RUS MID CAP ETF	$31.8M	327267	3.16%	SOLE
9	AMAZON COM INC	COM	$30.1M	144294	2.98%	SOLE
10	ISHARES TR	CORE MSCI EAFE	$29.1M	321272	2.89%	SOLE
11	META PLATFORMS INC	CL A	$25.5M	44612	2.53%	SOLE
12	ELI LILLY & CO	COM	$18.8M	20421	1.86%	SOLE
13	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$18.1M	282443	1.80%	SOLE
14	ISHARES TR	RUSSELL 2000 ETF	$17.3M	69787	1.72%	SOLE
15	STATE STR SPDR S&P 500 ETF T	TR UNIT	$16.5M	25343	1.64%	SOLE
16	VANGUARD INDEX FDS	TOTAL STK MKT	$16.5M	51290	1.63%	SOLE
17	INVESCO QQQ TR	UNIT SER 1	$16.1M	27808	1.59%	SOLE
18	ISHARES INC	MSCI JAPAN ETF	$15.0M	178194	1.49%	SOLE
19	VANGUARD INDEX FDS	SM CP VAL ETF	$12.9M	59313	1.28%	SOLE
20	PALO ALTO NETWORKS INC	COM	$12.5M	77891	1.24%	SOLE
21	NETFLIX INC.	COM	$12.2M	126492	1.21%	SOLE
22	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$11.9M	220360	1.18%	SOLE
23	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.7M	22309	1.06%	SOLE
24	SPDR GOLD TR	GOLD SHS	$10.5M	24486	1.05%	SOLE
25	WALMART INC	COM	$10.3M	82653	1.02%	SOLE
26	COSTCO WHOLESALE CORPORATION	COM	$10.1M	10149	1.00%	SOLE
27	ABBVIE INC	COM	$10.0M	46110	0.99%	SOLE
28	VISA INC	COM CL A	$9.7M	32254	0.97%	SOLE
29	ISHARES TR	CORE US AGGBD ET	$8.8M	88941	0.88%	SOLE
30	MASTERCARD INCORPORATED	CL A	$8.1M	16154	0.80%	SOLE
31	AMERICAN EXPRESS CO	COM	$7.7M	25480	0.76%	SOLE
32	JPMORGAN CHASE & CO	COM	$7.4M	25253	0.74%	SOLE
33	VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.6M	10992	0.65%	SOLE
34	GE AEROSPACE	COM NEW	$6.1M	21668	0.61%	SOLE
35	TJX COS INC NEW	COM	$6.1M	38415	0.61%	SOLE
36	AMGEN INC	COM	$5.9M	16869	0.59%	SOLE
37	ORACLE CORP	COM	$5.3M	35921	0.52%	SOLE
38	CATERPILLAR INC	COM	$5.1M	7237	0.51%	SOLE
39	AFLAC INC	COM	$4.9M	44276	0.48%	SOLE
40	CHUBB LTD SWITZ	COM	$4.6M	14178	0.46%	SOLE
41	ISHARES TR	MSCI EMG MKT ETF	$4.5M	79113	0.45%	SOLE
42	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$4.5M	59257	0.44%	SOLE
43	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$4.1M	85039	0.40%	SOLE
44	WASTE MGMT INC DEL	COM	$4.0M	17576	0.40%	SOLE
45	MERCK & CO INC	COM	$3.9M	32284	0.39%	SOLE
46	BROADCOM INC	COM	$3.6M	11555	0.35%	SOLE
47	MORGAN STANLEY	COM NEW	$3.4M	20511	0.33%	SOLE
48	MCDONALDS CORP	COM	$3.4M	10812	0.33%	SOLE
49	VANGUARD INDEX FDS	GROWTH ETF	$3.3M	7590	0.33%	DFND
50	THERMO FISHER SCIENTIFIC INC	COM	$3.3M	6674	0.33%	SOLE

1–50 of 408

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.