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 301–350 of 921
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | ALLSPRING SHORT-TERM MUNICIPAL BD A | 5K | $15K–$50K | SH |
| MA | MASTERCARD INC CLASS CLASS A | 82 | $15K–$50K | SH |
| — | DODGE & COX INCOME I | 4K | $15K–$50K | SH |
| — | DOMINI IMPACT EQUITY INVESTOR | 1K | $15K–$50K | SH |
| NGG | NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS | 577 | $15K–$50K | SH |
| COP | CONOCOPHILLIPS | 480 | $15K–$50K | SH |
| NEM | NEWMONT CORP | 450 | $15K–$50K | SH |
| — | PUTNAM LARGE CAP VALUE A | 1K | $15K–$50K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | 575 | $15K–$50K | SH |
| — | AMERICAN FUNDS AMERICAN BALANCED A | 1K | $15K–$50K | SH |
| TEL | TE CONNECTIVITY PLC F | 190 | $15K–$50K | SH |
| PWR | QUANTA SVCS INC | 103 | $15K–$50K | SH |
| BNDX | VANGUARD TOTAL INTERNATIONAL BND ETF | 890 | $15K–$50K | SH |
| — | DFA US TARGETED VALUE I | 1K | $15K–$50K | SH |
| — | VANGUARD HEALTH CARE ADM | 494 | $15K–$50K | SH |
| — | VANGUARD INFLATION-PROTECTED SECS INV | 4K | $15K–$50K | SH |
| FCPT | FOUR CORNERS PPTY TR INC | 2K | $15K–$50K | SH |
| — | DODGE & COX BALANCED I | 3K | $15K–$50K | SH |
| — | SCHWAB TARGET 2065 INDEX | 3K | $15K–$50K | SH |
| DFIP | DIMENSIONAL INFLTN PRTD SECRT ETF | 1K | $15K–$50K | SH |
| — | DFA LARGE CAP INTERNATIONAL I | 1K | $15K–$50K | SH |
| — | BLACKROCK HEALTH SCIENCES OPPS INV A | 644 | $15K–$50K | SH |
| FDX | FEDEX CORP | 140 | $15K–$50K | SH |
| PZA | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | 2K | $15K–$50K | SH |
| — | ARTISAN SMALL CAP INSTITUTIONAL | 1K | $15K–$50K | SH |
| IEUR | ISHARES CORE MSCI EUROPEETF | 536 | $15K–$50K | SH |
| — | FIDELITY PURITAN | 1K | $15K–$50K | SH |
| PG | PROCTER & GAMBLE CO | 265 | $15K–$50K | SH |
| MKSI | MKS INC | 239 | $15K–$50K | SH |
| — | MFS GLOBAL GROWTH A | 604 | $15K–$50K | SH |
| IPAC | ISHARES CORE MSCI PACIFIC ETF | 507 | $15K–$50K | SH |
| — | INVESCO INTERNATIONAL GROWTH A | 1K | $15K–$50K | SH |
| KRG | KITE RLTY GROUP TR REIT | 2K | $15K–$50K | SH |
| HPE | HEWLETT PACKARD ENTERPRI | 2K | $15K–$50K | SH |
| BAC | BANK OF AMERICA CORP | 662 | $15K–$50K | SH |
| — | SCHWAB BALANCED | 2K | $15K–$50K | SH |
| IEI | ISHARES 3-7 YEAR TRERY BOND ETF | 309 | $15K–$50K | SH |
| BNS | BANK NOVA SCOTIA F | 501 | $15K–$50K | SH |
| — | T. ROWE PRICE MID-CAP GROWTH | 368 | $15K–$50K | SH |
| BDX | BECTON DICKINSON & CO | 180 | $15K–$50K | SH |
| ES | EVERSOURCE ENERGY | 530 | $15K–$50K | SH |
| VO | VANGUARD MID CAP ETF | 121 | $15K–$50K | SH |
| COF | CAPITAL ONE FINL CORP | 143 | $15K–$50K | SH |
| — | T. ROWE PRICE TAX-EFFICIENT EQUITY I | 391 | $15K–$50K | SH |
| — | DODGE & COX INTERNATIONAL STOCK I | 2K | $15K–$50K | SH |
| DHI | D R HORTON INC | 238 | $15K–$50K | SH |
| PM | PHILIP MORRIS INTL INC | 217 | $15K–$50K | SH |
| — | NTNL BK CDA MONTREAL F | 275 | $15K–$50K | SH |
| NKE | NIKE INC CLASS B | 537 | $15K–$50K | SH |
| SLB | SLB LIMITED F | 879 | $15K–$50K | SH |