Coston, McIsaac & Partners Q4 2025 Filing

Filed February 3, 2026

Portfolio Value

$430.8M

Holdings

921

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (921 positions)

StockValue
JPSTJPMORGAN ULTRA SHORT INCOME ETF
$16K
PKGPACKAGING CORP AMER
$16K
CHHCHOICE HOTELS INTL INC
$15K
SPTLSTATE STRET SPDR PRTFL LT TRSRY ETF
$15K
HASHASBRO INC
$15K
BPBP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS
$15K
IRMIRON MTN INC NEW REIT
$15K
ACGRAMERICAN CENTURY LAR CAPGRT ETF
$15K
EWCISHARES MSCI CANADA ETF
$15K
FIDELITY SELECT SEMICONDUCTORS
$15K
SWYNXSCHWAB TARGET 2060 INDEX
$15K
SWKSTANLEY BLACK & DECKER I
$15K
VTAPXVANGUARD SHRT-TERM INFL-PROT SEC IDX ADM
$15K
LIESUN LIFE FINL INC F
$15K
SWYMXSCHWAB TARGET 2050 INDEX
$15K
POVSXPUTNAM INTERNATIONAL EQUITY A
$15K
DRIWXDIMENSIONAL 2030 TARGET DT RTR INC INSTL
$14K
TSAACI WORLDWIDE INC
$14K
EMAEMERA INC F
$14K
FNDBSCHWAB FUNDMTL US BROAD MKT ETF
$14K
CFRCULLEN / FROST BANKERS I
$14K
SHLDGLOBAL X DEFENSE TECH ETF
$14K
WPMWHEATON PRECIOUS METAL F
$14K
BHPBHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS
$14K
FHLCFIDELITY MSCI HEALTH CARE INDX ETF
$14K
CTVACORTEVA INC
$14K
DFNLDAVIS SELECT FINANCIAL ETF
$14K
BRBROADRIDGE FINL SOLUTION
$14K
PNRAXPUTNAM RESEARCH A
$14K
FNDXSCHWAB FUNDMNTL US LARGECOM ETF
$14K
NFLXNETFLIX INC
$14K
GILDGILEAD SCIENCES INC
$14K
PRJZXPGIM JENNISON GLOBAL OPPORTUNITIES Z
$14K
AMATAPPLIED MATLS INC
$14K
NOWSERVICENOW INC
$13K
ISRGINTUITIVE SURGICAL INC
$13K
FWGIXAMERICAN FUNDS CAPITAL WORLD GR&INC F3
$13K
HLNHALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS
$13K
FFORD MTR CO DEL
$13K
SIEBSIEMENS A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
$13K
GTBPGT BIOPHARMA INC
$13K
SRMSXDWS SHORT TERM MUNICIPAL BOND S
$12K
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$12K
SCHISCHWAB 5 10 YEAR CORP BOND ETF
$12K
FRBAXJHANCOCK REGIONAL BANK A
$12K
ATOATMOS ENERGY CORP
$12K
ETNEATON CORP PLC F
$12K
IBBISHARES BIOTECHNOLOGY ETF
$12K
TTTRANE TECHNOLOGIES PLC F
$12K
WFTAXALLSPRING INTERMEDIATE TAX/AMT-FR A
$12K
NBGNXNEUBERGER BERMAN GENESIS INV
$12K
RSGREPUBLIC SVCS INC
$12K
CDWCDW CORP
$12K
FIFAXAMERICAN FUNDS INCOME FUND OF AMER F3
$12K
AEPAMERICAN ELEC PWR CO INC
$11K
ANWFXAMERICAN FUNDS NEW PERSPECTIVE F2
$11K
NINISOURCE INC
$11K
SWYHXSCHWAB TARGET 2045 INDEX
$11K
QQQMINVESCO NASDAQ 100 ETF
$11K
LVMUYLVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS
$11K
MCKMCKESSON CORP
$11K
SCYBSCHWAB HIGH YIELD BOND ETF
$11K
GPCGENUINE PARTS CO
$11K
HIGHARTFORD INS GROUP INC
$11K
SOXXISHARES SEMICONDUCTOR ETF
$11K
CBRECBRE GROUP INC CLASS CLASS A
$11K
BAERBRIDGER AEROSPACE GROUP
$11K
ZBHZIMMER BIOMET HLDGS INC
$11K
PRFZINVSC RAFI US 1500 SML MID ETF
$11K
ORIOLD REP INTL CORP
$11K
TSMTAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
$11K
ARTISAN INTERNATIONAL INVESTOR
$10K
RIORIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$10K
NSCNORFOLK SOUTHN CORP
$10K
PMVAXPUTNAM SUSTAINABLE FUTURE A
$10K
FMCAXFIDELITY ADVISOR STOCK SELEC MID CP M
$10K
VTRSVIATRIS INC
$10K
PHSTXPUTNAM GLOBAL HEALTH CARE A
$10K
FISFIDELITY NATL INFORMATIO
$10K
CEGCONSTELLATION ENERGY COR
$10K
RHHBYROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS
$10K
FCXFREEPORT-MCMORAN INC
$10K
TOSTTOAST INC CLASS CLASS A
$10K
VMLUXVANGUARD LTD-TERM TX-EX ADM
$10K
MTNVAIL RESORTS INC
$10K
VLVLYVOLVO AB FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$10K
CWENCLEARWAY ENERGY INC CLASS CLASS C
$9K
CBCHUBB LTD F
$9K
CWBFXAMERICAN FUNDS CAPITAL WORLD BOND A
$9K
COKECOCA COLA CONSOLIDAT
$9K
TRMBTRIMBLE INC
$9K
SABRSABRE CORP
$9K
MTBM&T BK CORP
$9K
ADSKAUTODESK INC
$9K
TFCTRUIST FINL CORP
$9K
SPMDST STRET SPDR PRTFL S&P 400 M ETF IV
$9K
MLIMUELLER INDS INC
$9K
SWCGXSCHWAB MARKETTRACK CONSERVATIVE
$9K
SFMSPROUTS FMRS MKT INC
$9K
PXFINVESCO RAFI DEVELOP MA EX US ETF
$9K
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