Arkolith/Funds/Coston, McIsaac & Partners

Coston, McIsaac & Partners

CIK 1945037
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Coston, McIsaac & Partners holds a diversified book of 944 stocks worth $497.0M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Vanguard TTL Int ST Idx-Adm and trimmed Dimension Ultrashort Fi ETF. Their largest long position is Vanguard Dividend Apprec ETF at 5% of the equity book. Cloning the disclosed picks since 2025 would be +12% (+14.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
73
bought for the first time
Added to
265
already held, bought more
Trimmed
74
sold some, still holds it
Sold out
64
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+11.8%
+14.9%/yr · since Nov '25
Their reported book
+11.1%
held from quarter-end
S&P 500
+13.7%
same window
$9K$10K$10K$11K$12KNov '25Jan '26Mar '26Apr '26Jun '26Aug '26
Coston, McIsaac & Partners (copied at disclosure) S&P 500

Growth of $10,000 cloning Coston, McIsaac & Partners's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
37%
Top 20 holdings
55%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

44% mapped to company sectors

ETF / fund or unclassified
56%
Consumer Staples
8%
Consumer Discretionary
7%
Information Technology
7%
Utilities
6%
Materials
5%
Financials
5%
Health Care
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Coston, McIsaac & Partners

Manager / fundShared namesTheir $ in those
JPMORGAN CHASE & CO58 / 80$344.4B
MORGAN STANLEY58 / 80$314.7B
ROYAL BANK OF CANADA58 / 80$89.7B
Allworth Financial LP58 / 80$7.0B
Farther Finance Advisors, LLC58 / 80$1.9B
IFP Advisors, Inc58 / 80$625.1M
WELLS FARGO & COMPANY/MN57 / 80$84.6B
UBS Group AG57 / 80$76.6B

Ranked by how many of Coston, McIsaac & Partners's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

944 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Dividend Appreciation Index Fund ETF Shares
UIT EXCHANGE TRADED
$26.3M111.2K
5.3%
+6.6%
Added · +7K sh
2Schwab US Treasury Money Investor
SCHWAB NON-SWEEP MMF
$23.5M23.51M
4.7%
+28%
Added · +5.1M sh
3Vanguard Ultra-Short Treasury ETF
UIT EXCHANGE TRADED
$21.9M289.7K
4.4%
+20%
Added · +49K sh
4Vanguard Ftse All-World Ex-US Index Fund ETF Shares
UIT EXCHANGE TRADED
$21.4M255.5K
4.3%
+8.2%
Added · +19K sh
5Dfa Global Equity I
EQUITY FUNDS
$19.5M439.9K
3.9%
+2.6%
Added · +11K sh
6Vanguard Total Stock Market Index Fund ETF Shares
UIT EXCHANGE TRADED
$17.9M48.4K
3.6%
+2.9%
Added · +1K sh
7Berkshire Hathaway Class B
COMMON STOCK
$15.7M31.5K
3.2%
+2.5%
Added · +783 sh
8Apple Inc
COMMON STOCK
$14.6M50.4K
2.9%
+2.1%
Added · +1K sh
9Dimensional U.S. Equity Market ETF
UIT EXCHANGE TRADED
$12.9M157.6K
2.6%
+19%
Added · +25K sh
10Williams Sonoma Inc
COMMON STOCK
$11.6M49.9K
2.3%
+0.8%
Added · +414 sh
11Dimensional Core Fixed Income ETF
UIT EXCHANGE TRADED
$11.4M269.7K
2.3%
+20%
Added · +44K sh
12Walmart Inc
COMMON STOCK
$10.4M91.8K
2.1%
+0.8%
Added · +759 sh
13Proshares S&P 500 Dividend Aristocrats ETF
UIT EXCHANGE TRADED
$9.9M176.4K
2.0%
+101%
Added · +89K sh
14Johnson & Johnson
COMMON STOCK
$9.7M38.2K
2.0%
+2.2%
Added · +827 sh
15Texas Instrs Inc
COMMON STOCK
$9.5M31.8K
1.9%
+1.6%
Added · +517 sh
16The Coca-Cola Co
COMMON STOCK
$8.3M101.6K
1.7%
+3.5%
Added · +3K sh
17Philip Morris Intl Inc
COMMON STOCK
$8.0M44.3K
1.6%
+2.6%
Added · +1K sh
18Dimensional Short-Duration Fixed Income ETF
UIT EXCHANGE TRADED
$7.4M155.4K
1.5%
+29%
Added · +35K sh
19Southern Co
COMMON STOCK
$7.3M76.7K
1.5%
+2.7%
Added · +2K sh
20Consolidated Edison Inc
COMMON STOCK
$7.2M64.9K
1.4%
+3.3%
Added · +2K sh
21NextEra Energy Inc
COMMON STOCK
$7.1M80.8K
1.4%
+3.2%
Added · +2K sh
22Procter & Gamble Co
COMMON STOCK
$6.8M46.3K
1.4%
+3.8%
Added · +2K sh
23Altria Group Inc
COMMON STOCK
$6.4M89.6K
1.3%
+3.3%
Added · +3K sh
24McDonalds Corp
COMMON STOCK
$6.4M23.5K
1.3%
+3.1%
Added · +700 sh
25Pepsico Inc
COMMON STOCK
$6.0M44.3K
1.2%
+3.4%
Added · +1K sh
26Unilever PLC Fsponsored ADR 1 ADR Reps 1 Ord SHS
AMERICAN DEPOSITORY
$5.7M95.6K
1.2%
+3.7%
Added · +3K sh
27Verizon Communications I
COMMON STOCK
$5.6M131.7K
1.1%
+4.5%
Added · +6K sh
28Kimberly Clark Corp
COMMON STOCK
$5.3M48.4K
1.1%
+5.0%
Added · +2K sh
29Ingredion Inc
COMMON STOCK
$5.2M54.6K
1.0%
+3.8%
Added · +2K sh
30Essential Utils Inc
COMMON STOCK
$4.9M128.3K
1.0%
+5.1%
Added · +6K sh
31Paychex Inc
COMMON STOCK
$4.9M49.4K
1.0%
+4.5%
Added · +2K sh
32Medtronic PLC F
FOREIGN ORDINARIES
$4.7M59.9K
0.9%
+4.6%
Added · +3K sh
33Proshares S&P Technologydividend Aristocrats ETF
UIT EXCHANGE TRADED
$4.5M43.6K
0.9%
+23%
Added · +8K sh
34Dimensional Ultrashort Fixed Income ETF
UIT EXCHANGE TRADED
$4.2M82.1K
0.8%
−0.2%
Reduced · −188 sh
35Vanguard Intermediate-Term Corporate Bond Index Fun
UIT EXCHANGE TRADED
$4.1M49.7K
0.8%
+6.1%
Added · +3K sh
36Vanguard 500 Index Admiral
EQUITY FUNDS
$3.8M5.5K
0.8%
−0.8%
Reduced · −45 sh
37Microsoft Corp
COMMON STOCK
$3.5M9.5K
0.7%
+9.4%
Added · +816 sh
38Clorox Co
COMMON STOCK
$3.5M36.5K
0.7%
+2.5%
Added · +887 sh
39Vanguard Total World Stock Index Fund ETF Shares
UIT EXCHANGE TRADED
$3.3M21.1K
0.7%
−1.8%
Reduced · −389 sh
40Vanguard Total Stock MKT Idx Adm
EQUITY FUNDS
$3.3M18.3K
0.7%
15×
Added · +17K sh
41Starbucks Corp
COMMON STOCK
$3.3M32.1K
0.7%
+0.4%
Added · +129 sh
42Vanguard Short Term Cor BD ETF
UIT EXCHANGE TRADED
$3.2M41.1K
0.7%
+4.9%
Added · +2K sh
43General Mills Inc
COMMON STOCK
$3.2M92.1K
0.6%
+3.3%
Added · +3K sh
44Vanguard Total Bond Market Index Fund ETF Shares
UIT EXCHANGE TRADED
$2.9M40.0K
0.6%
−1.2%
Reduced · −475 sh
45Dimensional US High Profitability ETF
UIT EXCHANGE TRADED
$2.9M70.1K
0.6%
+4.0%
Added · +3K sh
46Schwab S&P 500 Index
SCHWAB MUTL FUNDS
$2.9M150.3K
0.6%
+26%
Added · +31K sh
47Schwab US Treasury Money Ultra
SCHWAB NON-SWEEP MMF
$2.9M2.88M
0.6%
−59%
Reduced · −4.1M sh
48Bar HBR Bankshares
COMMON STOCK
$2.9M75.6K
0.6%
+0.4%
Added · +324 sh
49Hershey Co
COMMON STOCK
$2.8M16.1K
0.6%
+0.8%
Added · +124 sh
50Vanguard Total Bond Market Index Adm
BOND FUNDS
$2.7M275.8K
0.5%
+172%
Added · +174K sh
Showing 50 of 944 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 20261,099$497.0M13F-HR
Q1 2026Mar 31, 2026Apr 22, 2026941$443.1M13F-HR
Q4 2025Nov 5, 2025Nov 5, 20251,039$420.0M13F-HR
Amended / restated
  • Q1 2026 · filed Feb 3, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.