Coastline Trust Co has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists Liam Hebert as the Associate Portfolio Manager responsible for the account.
The report provides a detailed list of the trust's holdings, including the names of the issuers, ticker symbols, and the number of shares held. The portfolio consists of a diverse mix of large-cap technology, healthcare, and industrial companies, as well as several exchange-traded funds (ETFs) focused on digital assets.
Major positions in the portfolio include Apple Inc., with 172,118 shares, and Amazon.com Inc., with 137,432 shares. Other notable holdings include Microsoft, Berkshire Hathaway, UnitedHealth Group, and Eli Lilly & Co. The trust also holds significant positions in Bitcoin and Ethereum through specific ETFs, including the Bitwise Bitcoin ETF Trust and the Bitwise Ethereum ETF.
The filing indicates that the trust holds shares in over 100 distinct companies, with the top holdings representing the majority of the equity exposure.
