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Asset Manager ← All Institutions

Coastal Bridge Advisors, LLC

Q4 2025 · Filed 2026-02-18
Market Value
$1.3B
+4.2%
Holdings
475
-1
New Purchases
29
Added To
221
Closed
27
Reduced
155
Top 10 Concentration
25.8%
Turnover
11.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOG 3.26% 2.60% +0.65% $43M
GBDC 0.51% 0.00% +0.51% $7M
IEFA 1.02% 0.60% +0.42% $13M
IJR 0.65% 0.35% +0.30% $9M
IQLT 1.32% 1.03% +0.30% $18M
GOOGL 1.73% 1.44% +0.29% $23M
GILD 0.64% 0.37% +0.27% $9M
VTV 0.69% 0.48% +0.21% $9M
IJS 0.91% 0.72% +0.19% $12M
IBB 0.24% 0.05% +0.19% $3M
XLF 0.79% 0.61% +0.18% $10M
JFLX 1.25% 1.07% +0.18% $17M
INTU 0.24% 0.07% +0.17% $3M
AAPL 4.55% 4.40% +0.15% $60M
BMY 0.18% 0.02% +0.15% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XOM 0.56% 1.32% -0.76% $7M
APP 0.00% 0.75% -0.75% $0
MSFT 2.76% 3.07% -0.31% $37M
ORCL 0.13% 0.43% -0.30% $2M
BGB 2.19% 2.41% -0.22% $29M
IGM 0.20% 0.41% -0.21% $3M
ADBE 0.30% 0.50% -0.21% $4M
XLY 0.20% 0.40% -0.20% $3M
JEPI 2.61% 2.77% -0.16% $35M
META 0.96% 1.11% -0.15% $13M
DNA 0.17% 0.32% -0.14% $2M
LZ 0.79% 0.91% -0.12% $10M
PANW 0.77% 0.89% -0.12% $10M
FI 0.00% 0.11% -0.11% $0
HON 0.99% 1.11% -0.11% $13M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 71 $508M 38.3%
Large Cap 284 $592M 44.7%
Mid Cap 63 $101M 7.6%
Small Cap 46 $118M 8.9%
Micro Cap 11 $7M 0.5%

Portfolio Analytics

Avg Market Cap
$167.3B
Median Market Cap
$40.7B
Avg P/E
35.8
Median P/E
25.4
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
301
# ETFs / Funds
174

Top Holdings (475 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 4.55% 222,055 $60M $271.86 $4M +2,077 +0.9%
2 GOOG 3.26% 137,575 $43M $313.80 $10M +1,464 +1.1%
3 MSFT 2.76% 75,673 $37M $483.62 -$2M +311 +0.4%
4 JEPI 2.61% 604,267 $35M $57.24 -$695K -13,659 -2.2%
5 NVDA 2.41% 170,938 $32M $186.50 -$110K -515 -0.3%
6 SCHD 2.30% 1,113,617 $31M $27.43 $2M +61,820 +5.9%
7 AMZN 2.30% 132,027 $30M $230.82 $2M +736 +0.6%
8 BGB 2.19% 2,469,105 $29M $11.78 -$2M -53,772 -2.1%
9 GOOGL 1.73% 73,107 $23M $313.00 $5M -2,166 -2.9%
10 IAU 1.70% 278,128 $23M $81.17 $2M -1,487 -0.5%
11 EIPI 1.49% 992,672 $20M $19.87 $533K +24,411 +2.5%
12 SCHB 1.47% 740,530 $19M $26.23 $193K -7,477 -1.0%
13 SPGP 1.46% 169,779 $19M $113.86 $119K +686 +0.4%
14 IQLT 1.32% 386,109 $18M $45.45 $4M +90,309 +30.5%
15 JFLX 1.25% 331,187 $17M $50.22 $3M +59,099 +21.7%
16 JPM 1.13% 46,623 $15M $322.21 $778K +1,465 +3.2%
17 VUG 1.05% 28,636 $14M $487.85 $1M +2,166 +8.2%
18 ABBV 1.03% 59,668 $14M $228.49 -$455K -1,177 -1.9%
19 IEFA 1.02% 150,501 $13M $89.46 $6M +63,434 +72.9%
20 JNJ 1.01% 64,516 $13M $206.95 $1M +41 +0.1%
21 HON 0.99% 67,589 $13M $195.09 -$903K +660 +1.0%
22 META 0.96% 19,267 $13M $660.06 -$1M +70 +0.4%
23 IJS 0.91% 106,267 $12M $113.72 $3M +23,506 +28.4%
24 XLK 0.87% 80,074 $12M $143.97 -$177K +38,547 +92.8%
25 ASML 0.86% 10,624 $11M $1,069.89 $632K -465 -4.2%
26 SPY 0.82% 15,855 $11M $681.92 $380K +197 +1.3%
27 VNLA 0.79% 214,268 $11M $49.14 $331K +7,361 +3.6%
28 XLF 0.79% 191,621 $10M $54.77 $3M +47,393 +32.9%
29 LZ 0.79% 1,055,260 $10M $9.93 -$1M -60,000 -5.4%
30 PANW 0.77% 55,568 $10M $184.20 -$1M -2
31 RTX 0.76% 54,702 $10M $183.40 $917K +225 +0.4%
32 VEU 0.71% 128,038 $9M $73.56 $801K +7,300 +6.0%
33 BRK-B 0.70% 18,585 $9M $502.65 $923K +1,839 +11.0%
34 JEPQ 0.70% 159,581 $9M $58.12 $122K +450 +0.3%
35 VTV 0.69% 47,892 $9M $190.99 $3M +14,878 +45.1%
36 MU 0.69% 31,975 $9M $285.41 -$749K -27,045 -45.8%
37 IJR 0.65% 71,794 $9M $120.18 $4M +34,028 +90.1%
38 GILD 0.64% 69,616 $9M $122.74 $4M +27,096 +63.7%
39 INFL 0.63% 187,599 $8M $44.46 $184K +5,095 +2.8%
40 DGRO 0.61% 116,337 $8M $69.42 $174K +269 +0.2%
41 COF 0.61% 33,159 $8M $242.36 $1M +108 +0.3%
42 WMT 0.60% 70,853 $8M $111.41 $21K -5,541 -7.2%
43 XLC 0.57% 64,649 $8M $117.72 -$1K +344 +0.5%
44 BX 0.57% 48,646 $7M $154.14 -$943K -765 -1.6%
45 XOM 0.56% 62,000 $7M $120.34 -$9M -87,454 -58.5%
46 XLV 0.53% 45,399 $7M $154.80 $320K -2,803 -5.8%
47 IEI 0.53% 58,644 $7M $119.35 $850K +7,193 +14.0%
48 DKNG 0.53% 202,821 $7M $34.46 $462K +28,300 +16.2%
49 GBDC 0.51% 498,182 $7M $13.57 +498,182 NEW
50 GLD 0.50% 16,880 $7M $396.31 $884K +548 +3.4%
51 PYLD 0.49% 242,859 $6M $26.68 $724K +28,419 +13.2%
52 KKR 0.46% 47,981 $6M $127.48 -$301K -1,408 -2.9%
53 VO 0.46% 21,061 $6M $290.22 $497K +1,943 +10.2%
54 AVGO 0.46% 17,641 $6M $346.09 -$157K -1,340 -7.1%
55 HD 0.45% 17,506 $6M $344.08 -$1M -212 -1.2%
56 ABNB 0.45% 43,992 $6M $135.72 $625K -30 -0.1%
57 SPGM 0.45% 77,140 $6M $76.71 $382K +3,242 +4.4%
58 ARES 0.44% 36,316 $6M $161.63 -$95K -987 -2.6%
59 PEP 0.43% 40,151 $6M $143.52 $95K -204 -0.5%
60 VXUS 0.42% 74,325 $6M $75.44 $2M +21,525 +40.8%
61 AXP 0.42% 15,054 $6M $369.97 $573K +11 +0.1%
62 VPL 0.42% 61,409 $6M $90.40 $455K +3,386 +5.8%
63 EEMA 0.40% 56,978 $5M $94.02 $145K +173 +0.3%
64 APO 0.38% 35,251 $5M $144.76 $366K -294 -0.8%
65 XLP 0.37% 62,300 $5M $77.68 $275K +4,064 +7.0%
66 MDT 0.35% 48,978 $5M $96.06 $18K -235 -0.5%
67 RSP 0.35% 24,539 $5M $191.56 $542K +2,617 +11.9%
68 MA 0.35% 8,186 $5M $570.87 $62K +79 +1.0%
69 AMGN 0.35% 14,214 $5M $327.32 $617K -85 -0.6%
70 VCSH 0.35% 58,057 $5M $79.73 $234K +3,078 +5.6%
71 BRK-A 0.34% 6 $5M $754,800.00 $4K
72 LMT 0.33% 9,128 $4M $483.65 -$932K -1,582 -14.8%
73 BAC 0.33% 80,013 $4M $55.00 $288K +298 +0.4%
74 SO 0.33% 50,333 $4M $87.20 -$368K +134 +0.3%
75 TMUS 0.33% 21,597 $4M $203.04 -$439K +1,444 +7.2%
76 QQQ 0.33% 7,026 $4M $614.30 -$273K -618 -8.1%
77 CCL 0.32% 139,477 $4M $30.54 $156K -2,463 -1.7%
78 TSLA 0.32% 9,464 $4M $449.71 $179K +297 +3.2%
79 IEF 0.31% 42,354 $4M $96.16 $164K +1,832 +4.5%
80 BSCR 0.31% 205,202 $4M $19.74 $94K +4,467 +2.2%
81 IBM 0.30% 13,629 $4M $296.21 $554K +1,283 +10.4%
82 ADBE 0.30% 11,189 $4M $349.97 -$2M -6,902 -38.1%
83 NEE 0.29% 47,874 $4M $80.28 $168 -3,036 -6.0%
84 MCD 0.29% 12,530 $4M $305.62 -$15K -120 -0.9%
85 ALL 0.29% 18,312 $4M $208.16 -$89K +138 +0.8%
86 COST 0.28% 4,306 $4M $862.45 -$74K +214 +5.2%
87 LRCX 0.27% 21,038 $4M $171.18 $594K -1,423 -6.3%
88 TXN 0.27% 20,695 $4M $173.48 $20K +1,263 +6.5%
89 JFR 0.27% 453,828 $4M $7.83 -$821K -80,941 -15.1%
90 DUK 0.27% 30,248 $4M $117.21 $73K +2,188 +7.8%
91 MIAX 0.26% 77,415 $3M $44.38 $353K +850 +1.1%
92 QCOM 0.26% 19,854 $3M $171.05 $39K -325 -1.6%
93 ABT 0.25% 26,971 $3M $125.29 -$145K +657 +2.5%
94 PG 0.25% 23,561 $3M $143.32 -$363K -779 -3.2%
95 AMAT 0.25% 12,979 $3M $256.99 $675K -16 -0.1%
96 V 0.25% 9,360 $3M $350.70 -$33K -353 -3.6%
97 CG 0.25% 55,211 $3M $59.11 -$256K -926 -1.6%
98 INTU 0.24% 4,892 $3M $662.42 $2M +3,568 +269.5%
99 J 0.24% 24,442 $3M $132.46 -$433K -54 -0.2%
100 NKE 0.24% 49,342 $3M $63.71 -$283K +201 +0.4%

Options Breakdown

0 Calls $0 Call Value 1 Puts $4M Put Value

Top Puts

SymbolSharesValueStatus
ETOR 112,500 $4M NEW

New Positions

SymbolValue% Port
GBDC $7M 0.51%
SOLS $2M 0.13%
ETOR $1M 0.10%
HALO $986K 0.07%
BTC $837K 0.06%
HGER $648K 0.05%
VRSK $616K 0.05%
CIEN $576K 0.04%
ETHA $349K 0.03%
CLSE $290K 0.02%
FDVV $259K 0.02%
DECK $252K 0.02%
INSM $251K 0.02%
BND $243K 0.02%
SPYD $238K 0.02%

Sold Out Positions

SymbolValue% Port
BDX —%
HLI —%
ECL —%
CL —%
LUMN —%
DEI —%
HPP —%
DD —%
AMTM —%
CI —%
RCL —%
INOD —%
APP —%
CAPR —%
POOL —%
View SEC EDGAR Filings for Coastal Bridge Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms