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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 4 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COF CAPITAL ONE FINL CORP Financial Services 6,408.0 $1.3M 0.37% NEW $200.60 +7.5%
62 C CITIGROUP INC Financial Services 9,007.0 $1.3M 0.36% NEW $139.96 -5.1%
63 NFLX NETFLIX INC. Communication Services 17,462.0 $1.2M 0.35% NEW $71.40 +14.5%
64 XLK SELECT SECTOR SPDR TR 6,323.0 $1.2M 0.34% NEW $190.52 -2.5%
65 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,211.0 $1.2M 0.33% NEW $965.00 -14.0%
66 GS GOLDMAN SACHS GROUP INC Financial Services 1,104.0 $1.1M 0.32% NEW $1011.37 +2.2%
67 UNH UNITEDHEALTH GROUP INC Healthcare 2,666.0 $1.1M 0.32% NEW $415.63 -5.5%
68 NTRA NATERA INC Healthcare 4,076.0 $1.1M 0.32% NEW $271.45 +20.2%
69 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,168.0 $1.1M 0.31% NEW $935.47 +1.1%
70 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,290.0 $1.1M 0.30% NEW $459.13 +19.2%
71 QXO QXO INC Industrials 60,618.0 $1.0M 0.30% NEW $17.28 -21.8%
72 IVV ISHARES TR 1,301.0 $974K 0.28% NEW $748.98 +3.2%
73 PXF INVESCO EXCH TRADED FD TR II 12,533.0 $948K 0.27% NEW $75.64 +4.9%
74 KO COCA COLA CO Consumer Defensive 11,640.0 $946K 0.27% NEW $81.27 +10.3%
75 CGBL CAPITAL GROUP CORE BALANCED 24,881.0 $944K 0.27% NEW $37.96 +0.6%
76 XLE SELECT SECTOR SPDR TR 17,345.0 $921K 0.26% NEW $53.11 +18.0%
77 TTMI TTM TECHNOLOGIES INC Technology 4,867.0 $910K 0.26% NEW $187.02 -36.6%
78 VTI VANGUARD INDEX FDS 2,453.0 $908K 0.26% NEW $370.04 +2.5%
79 VUG VANGUARD INDEX FDS 10,462.0 $901K 0.26% NEW $86.14 +2.8%
80 SMH VANECK ETF TRUST 1,362.0 $894K 0.25% NEW $656.04 -15.7%
Page 4 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%