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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 7 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MCK MCKESSON CORP Healthcare 695.0 $525K 0.15% NEW $755.60 +17.9%
122 PFE PFIZER INC Healthcare 21,713.0 $523K 0.15% NEW $24.08 +17.2%
123 CRS CARPENTER TECHNOLOGY CORP Industrials 845.0 $521K 0.15% NEW $616.84 -23.4%
124 EELV INVESCO EXCH TRADED FD TR II 18,728.0 $521K 0.15% NEW $27.80 +4.0%
125 RSP INVESCO EXCHANGE TRADED FD T 2,439.0 $519K 0.15% NEW $212.77 +3.2%
126 JXN JACKSON FINANCIAL INC Financial Services 4,942.0 $506K 0.14% NEW $102.40 +30.9%
127 SNDK SANDISK CORP Technology 221.0 $502K 0.14% NEW $2273.73 -33.0%
128 GILD GILEAD SCIENCES INC Healthcare 3,965.0 $501K 0.14% NEW $126.35 +15.1%
129 PHM PULTE GROUP INC Consumer Cyclical 3,646.0 $500K 0.14% NEW $137.21 -7.4%
130 EPD ENTERPRISE PRODS PARTNERS L 13,436.0 $494K 0.14% NEW $36.76
131 GFL GFL ENVIRONMENTAL INC Industrials 13,250.0 $487K 0.14% NEW $36.79 +15.5%
132 VGT VANGUARD WORLD FD 4,066.0 $486K 0.14% NEW $119.52 +0.4%
133 HWM HOWMET AEROSPACE INC Industrials 1,794.0 $482K 0.14% NEW $268.86 -8.7%
134 BSX BOSTON SCIENTIFIC CORP Healthcare 11,225.0 $479K 0.14% NEW $42.68 +14.4%
135 APLD APPLIED DIGITAL CORP Technology 12,836.0 $479K 0.14% NEW $37.30 -33.0%
136 AIG AMERICAN INTL GROUP INC Financial Services 6,226.0 $464K 0.13% NEW $74.53 +3.0%
137 ADI ANALOG DEVICES INC Technology 1,150.0 $457K 0.13% NEW $397.17 -8.5%
138 VEA VANGUARD TAX-MANAGED FDS 6,362.0 $453K 0.13% NEW $71.25 +2.5%
139 APOS APOLLO GLOBAL MGMT INC 3,830.0 $453K 0.13% NEW $118.31
140 SPYM SPDR SERIES TRUST 5,150.0 $453K 0.13% NEW $87.88 +2.6%
Page 7 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%