StockDriftsStockDriftsTop 50 Coastal Bridge Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LION | LIONSGATE STUDIOS CORP | 5.14% | 5.43M | $83.1M | +8.01%(+402.73K) | $9.22(+27.97%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.94% | 220.4K | $63.8M | -1.75%(-3.93K) | $188.31(+62.17%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.95% | 135.1K | $47.7M | -0.62%(-842) | $171.10(+100.27%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.38% | 1.21M | $38.5M | +4.78%(+55.42K) | $27.31(+25.80%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.21% | 178.6K | $35.7M | +2.93%(+5.09K) | $116.39(+94.24%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.11% | 603.1K | $34.1M | +1.12%(+6.67K) | $54.93(+5.38%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.98% | 134.0K | $31.9M | +1.66%(+2.19K) | $193.08(+35.97%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.75% | 75.7K | $28.2M | +0.11%(+85) | $365.73(+32.91%) | 2026-06-30 | |
| BGB | BLACKSTONE STRATEGIC CRED 20 | 1.58% | 2.26M | $25.5M | -7.85%(-192.48K) | $13.47(-16.20%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.55% | 70.0K | $25.0M | +0.68%(+476) | $152.71(+125.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.98% | +44.20% | +5.68% | +31.83% |
| Top 20 Holdings Unweighted | +16.20% | +56.90% | +8.67% | +51.52% |
Coastal Bridge Advisors LLC reports $1.62B in US-listed equity holdings across 469 positions in its most recent 13F filing. Its largest disclosed positions are LION (5.1%), AAPL (3.9%) and GOOG (3.0%). The top 20 holdings account for 38.79% of reported assets. Its disclosed equity book has returned +44.20% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Coastal Bridge Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1665976). View Coastal Bridge Advisors LLC’s 13F filings on SEC