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Fundamental Invs shares owned by Coastwise Capital Group

Quarter-by-quarter ownership of Fundamental Invs (ANCFX) shares owned by Coastwise Capital Group from 13F filings

Historical chart of Coastwise Capital Group investment in Fundamental Invs

Tip: Access up to 7 years of quarterly data

All positions including Fundamental Invs held by Coastwise Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundamental Invs by Coastwise Capital Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $354k 3.9k 91.93

More positions owned by Coastwise Capital Group

Schwab Value Advantage Mutual Funds (SNAXX)
Sch US Div Equity Etf Equities (SCHD)
Apple Equities (AAPL)
S P D R TRUST Unit SR Equities (SPY)
Schwab Value Advantage Mutual Funds (SWVXX)
Alphabet Equities (GOOGL)
Nvidia Corp Equities (NVDA)
Amazon Equities (AMZN)
Microsoft Corp Equities (MSFT)
Schw US Lcap Val Etf Equities (SCHV)
Tesla Motors Equities (TSLA)
Lam Research Corporation Equities (LRCX)
Meta Platforms Equities (META)
Invesco Qqq TRUST Equities (QQQ)
Spdr Portfolio S&P 600 Equities (SPSM)

View all positions for Coastwise Capital Group

Top funds holding Fundamental Invs

Westside Investment Management
Coston, McIsaac & Partners
Ferguson Wellman Capital Management
Financially Speaking
North Star Asset Management
Coastwise Capital Group
Motiv8 Investments
Oakworth Capital
Game Plan Financial Advisors
Financial Gravity Wealth

View all funds holding Fundamental Invs