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
VYMVANGUARD HIGH DIVIDEND YIELD ETF
$28K
MRCYMERCURY SYS INC
$28K
ESGDISHARES ESG AWARE MSCI EAFE ETF
$28K
SWORXSCHWAB TARGET 2055
$28K
TXTTEXTRON INC
$28K
XLFISTE SRT CNSR STPLS SLCT SEC SPDR ETF
$28K
ZTSZOETIS INC CLASS CLASS A
$28K
TFISTAT STRT SPDR NVN ICE MNCPL ETF IV
$27K
ITWILLINOIS TOOL WKS INC
$27K
HONHONEYWELL INTL INC
$27K
ARTYISHARES FUTURE AI AND TECH ETF
$27K
DFEVXDFA EMERGING MARKETS VALUE I
$27K
UPSUNITED PARCEL SVC INC CLASS CLASS B
$27K
DONSPDR DOW JONES INDUSTRIAL AVRG ETF
$27K
ALTFXAB SUSTAINABLE GLOBAL THEMATIC A
$27K
TTCTORO CO
$26K
TBGVXTWEEDY, BROWNE INTERNATIONAL VALUE FUND
$26K
WMBWILLIAMS COS INC
$26K
BMTABRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
$26K
CRMSALESFORCE INC
$26K
VWUSXVANGUARD US GROWTH INVESTOR
$26K
PSXPHILLIPS 66
$25K
HALHALLIBURTON CO
$25K
AUEIXAQR LARGE CAP DEFENSIVE STYLE I
$25K
RSPINVSC S P 500 EQUAL WEIGHT ETF
$25K
DGDOLLAR GEN CORP NEW
$25K
FENIFIDELITY ENHANCED INTRNTNL ETF
$25K
IHAKISHARES CYBERSECURITY AND TECH ETF
$25K
FFLCFIDELITY FUNDAMENTL LG CP CR ETF
$25K
PCCOXT. ROWE PRICE U.S. EQUITY RESEARCH I
$25K
SEQUXSEQUOIA
$24K
MDLZMONDELEZ INTL INC CLASS A
$24K
FMDEFIDELITY ENHANCED MID CAP ETF
$24K
FESMFIDELITY ENHANCED SMALL CAP ETF
$24K
WFCWELLS FARGO & CO
$24K
RTXRTX CORP
$24K
AMGNAMGEN INC
$24K
SIRISIRIUSXM HLDGS INC EQUITCLASS EQUITY
$24K
GMOIGMO INTERNATIONAL VALUE ETF
$24K
SWERXSCHWAB TARGET 2040
$24K
TSLATESLA INC
$24K
BOTZGLOBAL X ROBOTICS ARTFCLINTLGNC ETF
$24K
TADAXTRANSAMERICA US GROWTH A
$24K
SWVXXSCHWAB PRIME ADVANTAGE MONEY INVESTOR
$23K
SCZISHARES MSCI EAFE SMALL CAP ETF
$23K
FASMXFIDELITY ASSET MANAGER 50
$23K
JMBSJANUS HENDRSON MORTG BCKD SECURT ETF
$23K
KDPKEURIG DR PEPPER INC
$22K
RWGFXWEDGEWOOD RETAIL
$22K
VVOAXINVESCO VALUE OPPORTUNITIES A
$22K
IDXXIDEXX LABS INC
$22K
SWMRXSCHWAB TARGET 2045
$22K
FFIVF5 INC
$22K
IWVISHARES RUSSELL 3000 ETF
$22K
CCLCARNIVAL CORP F
$21K
WELLWELLTOWER INC REIT
$21K
AFTFXAMERICAN FUNDS TAX-EXEMPT BOND F1
$21K
NBSRXNEUBERGER BERMAN QUALITY EQUITY INV
$21K
FASTFASTENAL CO
$21K
TSBRXNUVEEN CORE IMPACT BOND A
$21K
SPTMST SRT SPDR PTFL S&P 1500 CMPST ETF
$21K
QSERXAQR SMALL CAP MULTI-STYLE R6
$21K
AGIALAMOS GOLD INC NEW FCLASS CLASS A
$21K
ARIEL FUND INVESTOR
$21K
VGIIXJPMORGAN US VALUE I
$21K
ITGARTNER INC
$21K
ASAZYASSA ABLOY AB FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
$21K
DNPDNP SELECT INCOME CF
$21K
VEVIXVICTORY SYCAMORE ESTABLISHED VALUE I
$21K
MPCMARATHON PETE CORP
$20K
IEFISHARES 7-10 YEAR TRSURYBOND ETF
$20K
DFICDIMENSIONAL INTERN CORE EQUITY 2 ETF
$20K
JORNXJANUS HENDERSON GLOBAL SELECT T
$20K
DFVIXDFA INTERNATIONAL VALUE III
$20K
KOMPST SRT SPDR S&P KNSH NW ECM C ETF IV
$20K
FRUAXFRANKLIN UTILITIES ADV
$20K
FTDZXFRANKLIN BIOTECHNOLOGY DISCOVERY ADV
$20K
SCUIXHARTFORD SCHRODERS US SMALL CAP OPPS I
$19K
EMNEASTMAN CHEM CO
$19K
OAKBXOAKMARK EQUITY AND INCOME INVESTOR
$19K
FWMIXAMERICAN FUNDS WASHINGTON MUTUAL F3
$19K
MDIJXMFS INTL DIVERSIFICATION I
$19K
AMDADVANCED MICRO DEVIC
$19K
VGTVANGUARD INFORMATION TECHNOLOGY ETF
$19K
SCHWCHARLES SCHWAB CORP
$18K
TVAFXTHORNBURG SMALL/MID CAP CORE A
$18K
SEEGXJPMORGAN LARGE CAP GROWTH I
$18K
AOKISHARES CORE 30 70 CON ALL ETF
$18K
DFSEDIMENSNL EMG MRKT SUS CORE 1 ETF
$18K
UNMUNUM GROUP
$17K
GMGENERAL MTRS CO
$17K
AVYAVERY DENNISON CORP
$17K
MGCVANGUARD MEGA CAP ETF
$17K
VASGXVANGUARD LIFESTRATEGY GROWTH INV
$17K
MITTXMFS MASSACHUSETTS INVESTORS TR A
$17K
METMETLIFE INC
$17K
SWAGXSCHWAB US AGGREGATE BOND INDEX
$17K
GFBLXAMERICAN FUNDS GLOBAL BALANCED F3
$16K
JPSTJPMORGAN ULTRA SHORT INCOME ETF
$16K
SYKSTRYKER CORP
$16K
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