Long-term investor
Coston, Mcisaac & Partners @costonmcisaacpartners
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001945037).
Record
- Tracked since 2025-06-30 (448 days), 29 trades recorded
- Returns: week n/a · month n/a · 90 days +4.3% · 6 months n/a · 1 year +8.2% · all +8.2%
- Max drawdown n/a · win rate 27% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921908844 · 5.3% · long · since 2025-06-30
- 808515548 · 4.7% · long · since 2025-06-30
- 922040852 · 4.4% · long · since 2025-06-30
- 922042775 · 4.3% · long · since 2025-06-30
- 25434D674 · 3.9% · long · since 2025-06-30
- 922908769 · 3.6% · long · since 2025-06-30
- BRK-B · 3.2% · long · since 2025-06-30
- AAPL · 2.9% · long · since 2025-06-30
- 25434V401 · 2.6% · long · since 2025-06-30
- WSM · 2.3% · long · since 2025-06-30
- 25434V872 · 2.3% · long · since 2025-06-30
- WMT · 2.1% · long · since 2025-06-30