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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 6 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPTL SPDR SERIES TRUST 23,794.0 $624K 0.18% NEW $26.23 -4.1%
102 ABVX ABIVAX SA Healthcare 4,658.0 $621K 0.18% NEW $133.26 -15.3%
103 ALL ALLSTATE CORP Financial Services 2,606.0 $620K 0.18% NEW $237.94 +8.8%
104 CEG CONSTELLATION ENERGY CORP Utilities 2,475.0 $615K 0.17% NEW $248.37 +11.9%
105 SPY STATE STR SPDR S&P 500 ETF T Financial Services 822.0 $614K 0.17% NEW $746.77 +2.6%
106 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,849.0 $611K 0.17% NEW $330.46 -3.8%
107 CZA INVESCO EXCHANGE TRADED FD T 4,974.0 $610K 0.17% NEW $122.62 +2.0%
108 LUV SOUTHWEST AIRLS CO Industrials 11,839.0 $609K 0.17% NEW $51.42 -24.5%
109 MDB MONGODB INC Technology 1,793.0 $602K 0.17% NEW $335.90 +32.7%
110 LLY ELI LILLY & CO Healthcare 500.0 $600K 0.17% NEW $1199.43 -3.8%
111 NEE NEXTERA ENERGY INC Utilities 6,548.0 $575K 0.16% NEW $87.77 -6.5%
112 CAT CATERPILLAR INC Industrials 535.0 $570K 0.16% NEW $1065.85 -25.9%
113 ISPY PROSHARES TR 11,724.0 $565K 0.16% NEW $48.19 +0.5%
114 BIL SPDR SERIES TRUST 6,122.0 $561K 0.16% NEW $91.64 +0.0%
115 MPLX MPLX LP Energy 9,903.0 $558K 0.16% NEW $56.33 +5.6%
116 COP CONOCOPHILLIPS Energy 5,340.0 $555K 0.16% NEW $103.96 +27.2%
117 VOO VANGUARD INDEX FDS 804.0 $552K 0.16% NEW $686.81 +2.5%
118 PROSHARES TR 10,846.0 $551K 0.16% NEW $50.80
119 NXPI NXP SEMICONDUCTORS N V Technology 1,953.0 $549K 0.16% NEW $281.03 -19.8%
120 CLS CELESTICA INC Technology 1,484.0 $541K 0.15% NEW $364.80 -17.5%
Page 6 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%