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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
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HONEYWELL INTL INC 4,650.0 $1.0M 0.35% NEW $223.90
22 HONEYWELL AEROSPACE INC 4,650.0 $1.0M 0.35% NEW $221.08
23 EOG EOG RES INC Energy 7,518.0 $975K 0.33% -5K -40.4% $129.73 +14.4%
24 BERKSHIRE HATHAWAY INC DEL 659.0 $330K 0.11% -4K -85.9% $500.39
25 AAPL APPLE INC Technology 900.0 $260K 0.09% -100.0 -10.0% $289.36 +12.4%
Page 2 of 2  ·  25 positions

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%