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 251–300 of 921
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | FRANKLIN INCOME ADV | 25K | $50K–$100K | SH |
| — | AMERICAN FUNDS EUPAC A | 1K | $50K–$100K | SH |
| CWI | SPDR MSCI ACWI EX-US ETF | 2K | $50K–$100K | SH |
| — | JPMORGAN CORE BOND I | 6K | $50K–$100K | SH |
| GEV | GE VERNOVA INC | 93 | $50K–$100K | SH |
| — | PRINCIPAL MIDCAP R6 | 1K | $50K–$100K | SH |
| — | MFS INTERNATIONAL INTRINSIC VALUE A | 1K | $50K–$100K | SH |
| ILCB | ISHARES MORNINGSTAR US EQUITY ETF | 617 | $50K–$100K | SH |
| — | CONSERVATIVE POOL | 3K | $50K–$100K | SH |
| — | VANGUARD MA TAX-EXEMPT INV | 6K | $50K–$100K | SH |
| CAH | CARDINAL HEALTH INC | 272 | $50K–$100K | SH |
| VXF | VANGUARD EXTENDED MARKETETF | 268 | $50K–$100K | SH |
| VTEB | VANGUARD MUNI BND TAX EXEMPT ETF | 1K | $50K–$100K | SH |
| IEMG | ISHARES CORE MSCI EMERGING ETF | 834 | $50K–$100K | SH |
| CMCSA | COMCAST CORP NEW TRADES WITH DUE BILLS | 2K | $50K–$100K | SH |
| — | MFS VALUE A | 1K | $50K–$100K | SH |
| MMM | 3M CO | 344 | $50K–$100K | SH |
| IWP | ISHARES RUSSELL MID CAP GROWTH ETF | 405 | $50K–$100K | SH |
| EFG | ISHARES MSCI EAFE GROWTHETF | 480 | $50K–$100K | SH |
| SRE | SEMPRA | 615 | $50K–$100K | SH |
| — | FIRST EAGLE GLOBAL I | 668 | $50K–$100K | SH |
| — | SCHWAB DIVIDEND EQUITY | 3K | $50K–$100K | SH |
| — | VICTORY INTERNATIONAL | 2K | $50K–$100K | SH |
| OEF | ISHARES S&P 100 ETF | 157 | $50K–$100K | SH |
| — | VANGUARD WELLESLEY INCOME ADMIRAL | 853 | $50K–$100K | SH |
| ADI | ANALOG DEVICES INC | 192 | $50K–$100K | SH |
| ELV | ELEVANCE HEALTH INC | 150 | $50K–$100K | SH |
| YUM | YUM BRANDS INC | 345 | $50K–$100K | SH |
| XLY | STATE STRT CONS DSRY SLTSE SP ETF IV | 427 | $50K–$100K | SH |
| NUE | NUCOR CORP | 315 | $50K–$100K | SH |
| C | CITIGROUP INC | 444 | $50K–$100K | SH |
| — | WAL-MART DE MEXICO S A FSPONSORED ADR 1 ADR REPS 10 ORD SHS | 2K | $50K–$100K | SH |
| BLK | BLACKROCK INC NEW | 46 | $15K–$50K | SH |
| QCOM | QUALCOMM INC | 287 | $15K–$50K | SH |
| UNH | UNITEDHEALTH GROUP INC | 149 | $15K–$50K | SH |
| — | BLACKROCK STRATEGIC INCOME OPPS K | 5K | $15K–$50K | SH |
| TMO | THERMO FISHER SCIENTIFIC | 85 | $15K–$50K | SH |
| AON | AON PLC FCLASS CLASS A | 140 | $15K–$50K | SH |
| — | FIDELITY ADVISOR SMALL CAP M | 2K | $15K–$50K | SH |
| GD | GENERAL DYNAMICS CORP | 145 | $15K–$50K | SH |
| CME | CME GROUP INC CLASS CLASS A | 179 | $15K–$50K | SH |
| IWR | ISHARES RUSSELL MID CAP ETF | 500 | $15K–$50K | SH |
| SCHM | CHARLES SCHWAB US MC ETF | 2K | $15K–$50K | SH |
| DIS | DISNEY WALT CO | 421 | $15K–$50K | SH |
| DFSV | DIMENSIONAL US SMALL CAPVALU ETF | 1K | $15K–$50K | SH |
| RMD | RESMED INC | 196 | $15K–$50K | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 385 | $15K–$50K | SH |
| — | DFA US MICRO CAP I | 1K | $15K–$50K | SH |
| — | COLUMBIA CONTRARIAN CORE INST3 | 1K | $15K–$50K | SH |
| SUSA | ISHARES ESG OPT MSCI USAETF | 335 | $15K–$50K | SH |