Institutional Fund
Coastal Bridge Advisors, LLC
Westport, CTCIK 16659767 filings on record
Portfolio Value
$1.41B
Q1 2026
Holdings
445
Reported positions
New Buys
24
Opened this quarter
QoQ Change
+5.5%
from $1.34B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.0%
- Lionsgate Studios Corp3.4%
- Alphabet Inc2.8%
- Schwab Strategic Tr2.5%
- J P Morgan Exchange Traded F2.4%
- Nvidia Corporation2.1%
- Other82.7%
Portfolio Holdings
445 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 224.4K | $56.94M | 4.0% | +2.3K | Added |
| 2 | Lionsgate Studios Corp | 5.03M | $48.22M | 3.4% | +4.31M | Added |
| 3 | Alphabet Inc | 136.0K | $39.01M | 2.8% | −1.6K | Reduced |
| 4 | Schwab Strategic Tr | 1.16M | $35.54M | 2.5% | +44.7K | Added |
| 5 | J P Morgan Exchange Traded F | 596.4K | $33.80M | 2.4% | −7.9K | Reduced |
| 6 | Nvidia Corporation | 173.5K | $30.26M | 2.1% | +2.6K | Added |
| 7 | Microsoft Corp | 75.6K | $27.99M | 2.0% | −53 | Reduced |
| 8 | Amazon Com Inc | 131.8K | $27.45M | 1.9% | −215 | Reduced |
| 9 | Blackstone Strategic Cred 20 | 2.45M | $27.33M | 1.9% | −17.6K | Reduced |
| 10 | Exxon Mobil Corp | 149.4K | $25.34M | 1.8% | +87.4K | Added |
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