COASTAL BRIDGE ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AWK | 5K | $715.53K |
 | EMR | 5K | $669.77K |
 | AU | 5K | $356.36K |
 | ES | 5K | $360.45K |
 | ZTS | 5K | $730.33K |
 | AHR | 5K | $208.58K |
 | NFG | 5K | $443.38K |
 | RKLB | 5K | $225.51K |
 | AJG | 5K | $1.42M |
 | ITW | 4K | $1.17M |
 | FDX | 4K | $1.05M |
 | SNA | 4K | $1.52M |
 | ELV | 4K | $1.40M |
 | TRV | 4K | $1.20M |
 | COST | 4K | $3.79M |
 | BR | 4K | $955.18K |
 | MS | 4K | $631.57K |
 | MMC | 4K | $793.63K |
 | VIK | 4K | $243.67K |
 | WM | 4K | $857.86K |
American Water Works Company, Inc.
AWK
Shares Held
5K
Value
$715.53K
Emerson Electric Co.
EMR
Shares Held
5K
Value
$669.77K
AngloGold Ashanti Plc
AU
Shares Held
5K
Value
$356.36K
Eversource Energy
ES
Shares Held
5K
Value
$360.45K
Zoetis Inc.
ZTS
Shares Held
5K
Value
$730.33K
American Healthcare REIT, Inc.
AHR
Shares Held
5K
Value
$208.58K
National Fuel Gas Company
NFG
Shares Held
5K
Value
$443.38K
Rocket Lab USA, Inc.
RKLB
Shares Held
5K
Value
$225.51K
Arthur J. Gallagher & Co.
AJG
Shares Held
5K
Value
$1.42M
Illinois Tool Works Inc.
ITW
Shares Held
4K
Value
$1.17M
FedEx Corporation
FDX
Shares Held
4K
Value
$1.05M
Snap-on Incorporated
SNA
Shares Held
4K
Value
$1.52M
Elevance Health Inc.
ELV
Shares Held
4K
Value
$1.40M
The Travelers Companies, Inc.
TRV
Shares Held
4K
Value
$1.20M
Costco Wholesale Corporation
COST
Shares Held
4K
Value
$3.79M
Broadridge Financial Solutions, Inc.
BR
Shares Held
4K
Value
$955.18K
Morgan Stanley
MS
Shares Held
4K
Value
$631.57K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
4K
Value
$793.63K
Viking Holdings Ltd
VIK
Shares Held
4K
Value
$243.67K
Waste Management, Inc.
WM
Shares Held
4K
Value
$857.86K