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Portfolio (Quarterly) Guide ↗

COLRAIN CAPITAL LLC

· CIK 0001216093
13F Portfolio $295M AUM 25 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 13 Added 7 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CRM SALESFORCE INC Technology 18,770.0 $2.9M 1.00% NEW $157.09 +64.3%
2 HONEYWELL INTL INC 4,650.0 $1.0M 0.35% NEW $223.90
3 HONEYWELL AEROSPACE INC 4,650.0 $1.0M 0.35% NEW $221.08

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.9%
Healthcare 20.8%
Energy 16.9%
Basic Materials 15.1%
Communication Services 8.7%
Utilities 6.6%