CIK 1945037
Coston, McIsaac & Partners
Institutional 13F holdings & portfolio
Holdings
921
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 921
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| KOMP | ST SRT SPDR S&P KNSH NW ECM C ETF IV | 349 | $15K–$50K | SH |
| — | SCHWAB TARGET 2040 | 1K | $15K–$50K | SH |
| — | DFA INTERNATIONAL VALUE III | 834 | $15K–$50K | SH |
| — | JANUS HENDERSON GLOBAL SELECT T | 1K | $15K–$50K | SH |
| AMD | ADVANCED MICRO DEVIC | 89 | $15K–$50K | SH |
| — | HARTFORD SCHRODERS US SMALL CAP OPPS I | 660 | $15K–$50K | SH |
| — | OAKMARK EQUITY AND INCOME INVESTOR | 501 | $15K–$50K | SH |
| EMN | EASTMAN CHEM CO | 306 | $15K–$50K | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 25 | $15K–$50K | SH |
| — | MFS INTL DIVERSIFICATION I | 709 | $15K–$50K | SH |
| — | AMERICAN FUNDS WASHINGTON MUTUAL F3 | 292 | $15K–$50K | SH |
| DFSE | DIMENSNL EMG MRKT SUS CORE 1 ETF | 454 | $15K–$50K | SH |
| SCHW | CHARLES SCHWAB CORP | 182 | $15K–$50K | SH |
| — | THORNBURG SMALL/MID CAP CORE A | 228 | $15K–$50K | SH |
| — | JPMORGAN LARGE CAP GROWTH I | 224 | $15K–$50K | SH |
| AOK | ISHARES CORE 30 70 CON ALL ETF | 459 | $15K–$50K | SH |
| GM | GENERAL MTRS CO | 220 | $15K–$50K | SH |
| CLX | CLOROX CO | 175 | $15K–$50K | SH |
| — | SCHWAB US AGGREGATE BOND INDEX | 2K | $15K–$50K | SH |
| UNM | UNUM GROUP | 224 | $15K–$50K | SH |
| AVY | AVERY DENNISON CORP | 98 | $15K–$50K | SH |
| — | MFS MASSACHUSETTS INVESTORS TR A | 504 | $15K–$50K | SH |
| SBUX | STARBUCKS CORP | 213 | $15K–$50K | SH |
| MET | METLIFE INC | 220 | $15K–$50K | SH |
| MGC | VANGUARD MEGA CAP ETF | 69 | $15K–$50K | SH |
| — | VANGUARD LIFESTRATEGY GROWTH INV | 344 | $15K–$50K | SH |
| PKG | PACKAGING CORP AMER | 81 | $15K–$50K | SH |
| JPST | JPMORGAN ULTRA SHORT INCOME ETF | 336 | $15K–$50K | SH |
| YUMC | YUM CHINA HLDGS INC | 345 | $15K–$50K | SH |
| SYK | STRYKER CORP | 47 | $15K–$50K | SH |
| — | AMERICAN FUNDS GLOBAL BALANCED F3 | 421 | $15K–$50K | SH |
| USIG | ISHARES BRD USD INV GRD CORP BD ETF | 321 | $15K–$50K | SH |
| TD | TORONTO DOMINION BK ON F | 178 | $15K–$50K | SH |
| HAS | HASBRO INC | 187 | $15K–$50K | SH |
| — | FIDELITY SELECT SEMICONDUCTORS | 352 | $15K–$50K | SH |
| — | VANGUARD SHRT-TERM INFL-PROT SEC IDX ADM | 617 | $15K–$50K | SH |
| SWK | STANLEY BLACK & DECKER I | 215 | $15K–$50K | SH |
| CHH | CHOICE HOTELS INTL INC | 164 | $15K–$50K | SH |
| IRM | IRON MTN INC NEW REIT | 191 | $15K–$50K | SH |
| EWC | ISHARES MSCI CANADA ETF | 290 | $15K–$50K | SH |
| ORCL | ORACLE CORP | 79 | $15K–$50K | SH |
| — | SCHWAB TARGET 2050 INDEX | 721 | $15K–$50K | SH |
| ACGR | AMERICAN CENTURY LAR CAPGRT ETF | 236 | $15K–$50K | SH |
| SLF | SUN LIFE FINL INC F | 251 | $15K–$50K | SH |
| BP | BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS | 435 | $15K–$50K | SH |
| SPTL | STATE STRET SPDR PRTFL LT TRSRY ETF | 589 | $15K–$50K | SH |
| — | SCHWAB SHORT-TERM BOND INDEX | 2K | $15K–$50K | SH |
| — | SCHWAB TARGET 2060 INDEX | 676 | $15K–$50K | SH |
| — | PUTNAM INTERNATIONAL EQUITY A | 499 | $15K–$50K | SH |
| — | PUTNAM RESEARCH A | 258 | $1K–$15K | SH |