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Portfolio (Quarterly) Guide ↗

Colonial River Investments, LLC

· CIK 0001845859
13F Portfolio $352M AUM 249 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 249 New
Page 13 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TSEM TOWER SEMICONDUCTOR LTD Technology 809.0 $211K 0.06% NEW $260.64 -20.2%
242 EMN EASTMAN CHEM CO Basic Materials 3,102.0 $208K 0.06% NEW $66.98 +9.0%
243 GE GE AEROSPACE Industrials 550.0 $206K 0.06% NEW $373.73 -8.3%
244 VB VANGUARD INDEX FDS 667.0 $202K 0.06% NEW $303.12 -0.8%
245 TPR TAPESTRY INC Consumer Cyclical 1,369.0 $200K 0.06% NEW $146.38 -14.3%
246 RIO RIO TINTO PLC Basic Materials 2,107.0 $200K 0.06% NEW $94.93 +8.8%
247 HTGC HERCULES CAPITAL INC Financial Services 11,877.0 $187K 0.05% NEW $15.77 +10.8%
248 DC DAKOTA GOLD CORP Basic Materials 30,570.0 $130K 0.04% NEW $4.26 +41.8%
249 TKC TURKCELL ILETISIM Communication Services 14,365.0 $84K 0.02% NEW $5.88 -8.2%
Page 13 of 13  ·  249 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 49.6%
Consumer Cyclical 9.4%
Financial Services 9.1%
Communication Services 7.9%
Industrials 6.1%
Healthcare 5.7%
Consumer Defensive 4.1%
Utilities 3.8%
Energy 2.8%
Basic Materials 1.0%