COASTAL BRIDGE ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | C | 9K | $899.87K |
 | CSX | 9K | $310.66K |
 | MKC | 9K | $584.76K |
 | SOFI | 9K | $228.08K |
 | FCFS | 9K | $1.36M |
 | AMTM | 9K | $203.69K |
 | LOW | 8K | $2.05M |
 | WFC | 8K | $684.07K |
 | BA | 8K | $1.76M |
 | CB | 8K | $2.29M |
 | MA | 8K | $4.61M |
 | RCMT | 8K | $212.40K |
 | USB | 8K | $384.51K |
 | ADP | 8K | $2.30M |
 | CVS | 7K | $565.25K |
 | MO | 7K | $493.09K |
 | RBLX | 7K | $1.02M |
 | FDS | 7K | $2.09M |
 | ATO | 7K | $1.24M |
 | RSG | 7K | $1.57M |
Citigroup Inc.
C
Shares Held
9K
Value
$899.87K
CSX Corporation
CSX
Shares Held
9K
Value
$310.66K
McCormick & Company, Incorporated
MKC
Shares Held
9K
Value
$584.76K
SoFi Technologies, Inc.
SOFI
Shares Held
9K
Value
$228.08K
FirstCash Holdings, Inc
FCFS
Shares Held
9K
Value
$1.36M
Amentum Holdings, Inc.
AMTM
Shares Held
9K
Value
$203.69K
Lowe's Companies, Inc.
LOW
Shares Held
8K
Value
$2.05M
Wells Fargo & Company
WFC
Shares Held
8K
Value
$684.07K
The Boeing Company
BA
Shares Held
8K
Value
$1.76M
Chubb Limited
CB
Shares Held
8K
Value
$2.29M
Mastercard Incorporated
MA
Shares Held
8K
Value
$4.61M
RCM Technologies, Inc.
RCMT
Shares Held
8K
Value
$212.40K
U.S. Bancorp
USB
Shares Held
8K
Value
$384.51K
Automatic Data Processing, Inc.
ADP
Shares Held
8K
Value
$2.30M
CVS Health Corporation
CVS
Shares Held
7K
Value
$565.25K
Altria Group, Inc.
MO
Shares Held
7K
Value
$493.09K
Roblox Corporation
RBLX
Shares Held
7K
Value
$1.02M
FactSet Research Systems Inc.
FDS
Shares Held
7K
Value
$2.09M
Atmos Energy Corporation
ATO
Shares Held
7K
Value
$1.24M
Republic Services, Inc.
RSG
Shares Held
7K
Value
$1.57M