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 351–400 of 921
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | FIDELITY ADVISOR NEW INSIGHTS M | 790 | $15K–$50K | SH |
| — | AB LARGE CAP GROWTH ADVISOR | 292 | $15K–$50K | SH |
| SLB | SLB LIMITED F | 879 | $15K–$50K | SH |
| — | MFS GROWTH A | 191 | $15K–$50K | SH |
| — | PRIMECAP ODYSSEY AGGRESSIVE GROWTH | 676 | $15K–$50K | SH |
| NEE | NEXTERA ENERGY INC | 404 | $15K–$50K | SH |
| AMCR | AMCOR PLC F | 4K | $15K–$50K | SH |
| MCD | MCDONALDS CORP | 107 | $15K–$50K | SH |
| DELL | DELL TECHNOLOGIES INC CLASS CLASS C | 248 | $15K–$50K | SH |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 314 | $15K–$50K | SH |
| — | AMERICAN FUNDS AMERICAN BALANCED F3 | 832 | $15K–$50K | SH |
| WEA | WESTERN ASSET PREMIER BO | 3K | $15K–$50K | SH |
| FUTY | FIDELITY MSCI UTILITIES INDX ETF | 544 | $15K–$50K | SH |
| CSX | CSX CORP | 834 | $15K–$50K | SH |
| PDI | PIMCO DYNAMIC INCOME CF | 2K | $15K–$50K | SH |
| FSTA | FIDELITY MSCI CONS STPLSINDX ETF | 606 | $15K–$50K | SH |
| PRU | PRUDENTIAL FINL INC | 265 | $15K–$50K | SH |
| DUSB | DIMENSNL ULTRASHRT FIXEDINCM ETF | 584 | $15K–$50K | SH |
| IVES | DAN IVES WEDBUSH AI REVOLUTIN ETF | 931 | $15K–$50K | SH |
| — | PRIMECAP ODYSSEY GROWTH | 808 | $15K–$50K | SH |
| — | PGIM TOTAL RETURN BOND Z | 2K | $15K–$50K | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | 196 | $15K–$50K | SH |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 298 | $15K–$50K | SH |
| TXT | TEXTRON INC | 325 | $15K–$50K | SH |
| NVS | NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 206 | $15K–$50K | SH |
| XLP | STE SRT CNSR STPLS SLCT SEC SPDR ETF | 370 | $15K–$50K | SH |
| — | SCHWAB TARGET 2055 | 1K | $15K–$50K | SH |
| MRCY | MERCURY SYS INC | 396 | $15K–$50K | SH |
| ZTS | ZOETIS INC CLASS CLASS A | 225 | $15K–$50K | SH |
| INGR | INGREDION INC | 249 | $15K–$50K | SH |
| ITW | ILLINOIS TOOL WKS INC | 109 | $15K–$50K | SH |
| HON | HONEYWELL INTL INC | 138 | $15K–$50K | SH |
| UPS | UNITED PARCEL SVC INC CLASS CLASS B | 272 | $15K–$50K | SH |
| ARTY | ISHARES FUTURE AI AND TECH ETF | 577 | $15K–$50K | SH |
| — | DFA EMERGING MARKETS VALUE I | 742 | $15K–$50K | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVRG ETF | 57 | $15K–$50K | SH |
| — | AB SUSTAINABLE GLOBAL THEMATIC A | 208 | $15K–$50K | SH |
| — | SCHWAB TARGET 2035 INDEX | 1K | $15K–$50K | SH |
| TFI | STAT STRT SPDR NVN ICE MNCPL ETF IV | 609 | $15K–$50K | SH |
| — | VANGUARD US GROWTH INVESTOR | 350 | $15K–$50K | SH |
| DFUS | DIMENSIONAL US EQUITY MARKET ETF | 355 | $15K–$50K | SH |
| WMB | WILLIAMS COS INC | 439 | $15K–$50K | SH |
| TTC | TORO CO | 340 | $15K–$50K | SH |
| WTRG | ESSENTIAL UTILS INC | 681 | $15K–$50K | SH |
| CRM | SALESFORCE INC | 99 | $15K–$50K | SH |
| — | TWEEDY, BROWNE INTERNATIONAL VALUE FUND | 942 | $15K–$50K | SH |
| BTI | BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 465 | $15K–$50K | SH |
| FFLC | FIDELITY FUNDAMENTL LG CP CR ETF | 470 | $15K–$50K | SH |
| HAL | HALLIBURTON CO | 893 | $15K–$50K | SH |
| FENI | FIDELITY ENHANCED INTRNTNL ETF | 684 | $15K–$50K | SH |