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American Small Cap mutual shares owned by Coastwise Capital Group

Quarter-by-quarter ownership of American Small Cap mutual (SMCWX) shares owned by Coastwise Capital Group from 13F filings

Historical chart of Coastwise Capital Group investment in American Small Cap mutual

Tip: Access up to 7 years of quarterly data

All positions including American Small Cap mutual held by Coastwise Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Small Cap mutual by Coastwise Capital Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 2.8k 73.29

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 American Small Cap mutual

Coston, McIsaac & Partners
Coastwise Capital Group
Westside Investment Management

View all funds holding American Small Cap mutual