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Colonial River Investments, LLC

Q2 2026 13F filing

Updated 48 days ago

249 disclosed positions worth $351.5M

Portfolio value
$351.5M
Total holdings
249
New positions
39
Closed positions
19
Increased
65
Decreased
143
Turnover
23.3%
Filed
2026-07-24

Full holdings

Every line item disclosed in Q2 2026

N

NVIDIA CORPORATION

-2.9%
Value
$21.2M
Shares
105.8K
% Port
6.02%
?
2.N/A

INVESCO EXCH TRADED FD TR II

+41.6%
Value
$16.1M
Shares
99.9K
% Port
4.59%
A

APPLE INC

-6.6%
Value
$13.2M
Shares
45.7K
% Port
3.76%
M

MICROSOFT CORP

+6.1%
Value
$10.8M
Shares
29.1K
% Port
3.08%
?
5.N/A

PUTNAM ETF TRUST

-42.0%
Value
$8.8M
Shares
173.6K
% Port
2.52%
A

AMAZON COM INC

-1.4%
Value
$8.3M
Shares
35.0K
% Port
2.37%
?
7.N/A

AB ACTIVE ETFS INC

Value
$7.6M
Shares
51.0K
% Port
2.15%
?
8.N/A

INVESCO EXCH TRADED FD TR II

-52.1%
Value
$6.5M
Shares
50.7K
% Port
1.84%
?
9.N/A

INVESCO EXCH TRADED FD TR II

-45.3%
Value
$6.2M
Shares
141.3K
% Port
1.77%
M
10.META

META PLATFORMS INC

+0.6%
Value
$6.2M
Shares
11.0K
% Port
1.77%
?
11.N/A

THE ALGER ETF TRUST

+311.9%
Value
$6.1M
Shares
134.7K
% Port
1.75%
?
12.N/A

PACER FDS TR

+52.6%
Value
$5.9M
Shares
55.0K
% Port
1.67%
A
13.AVGO

BROADCOM INC

+6.7%
Value
$5.7M
Shares
15.1K
% Port
1.63%
?
14.N/A

THE ALGER ETF TRUST

+92.6%
Value
$5.2M
Shares
125.6K
% Port
1.47%
?
15.N/A

PIMCO ETF TR

Value
$5M
Shares
54.5K
% Port
1.43%
?
16.N/A

J P MORGAN EXCHANGE TRADED F

Value
$5M
Shares
74.6K
% Port
1.43%
?
17.N/A

JANUS DETROIT STR TR

Value
$4.9M
Shares
99.1K
% Port
1.40%
?
18.N/A

INVESCO EXCHANGE TRADED FD T

+288.0%
Value
$4.7M
Shares
27.5K
% Port
1.33%
?
19.N/A

PACER FDS TR

Value
$4.6M
Shares
107.2K
% Port
1.32%
G

ALPHABET INC

-6.0%
Value
$4.6M
Shares
13.0K
% Port
1.32%
N
21.NBIS

NEBIUS GROUP N.V.

-23.2%
Value
$4.6M
Shares
16.8K
% Port
1.32%
T
22.TSLA

TESLA INC

-2.7%
Value
$4.6M
Shares
11.0K
% Port
1.31%
T

TAIWAN SEMICONDUCTOR MANUFAC

-4.0%
Value
$4.6M
Shares
9.6K
% Port
1.31%
?
24.N/A

FRANKLIN TEMPLETON ETF TR

Value
$4.4M
Shares
84.6K
% Port
1.24%
P
25.PLTR

PALANTIR TECHNOLOGIES INC

+4.4%
Value
$4.4M
Shares
37.3K
% Port
1.24%
G

ALPHABET INC

+0.8%
Value
$4.2M
Shares
11.8K
% Port
1.18%
W
27.WDC

WESTERN DIGITAL CORP

-17.8%
Value
$4M
Shares
6.2K
% Port
1.13%
?
28.N/A

THE ALGER ETF TRUST

Value
$3.7M
Shares
88.8K
% Port
1.05%
M
29.MU

MICRON TECHNOLOGY INC

+5.2%
Value
$3.5M
Shares
3.1K
% Port
1.01%
A
30.APP

APPLOVIN CORP

+1.4%
Value
$3.4M
Shares
6.5K
% Port
0.96%
O

ORACLE CORP

+4.8%
Value
$3.3M
Shares
22.2K
% Port
0.93%
?
32.N/A

NORTHERN LTS FD TR III

+171.4%
Value
$3.2M
Shares
36.9K
% Port
0.90%
J

J P MORGAN EXCHANGE TRADED F

+32.6%
Value
$2.9M
Shares
47.2K
% Port
0.83%
?
34.N/A

ASTERA LABS INC

-32.5%
Value
$2.6M
Shares
5.5K
% Port
0.75%
?
35.N/A

PACER FDS TR

Value
$2.6M
Shares
55.6K
% Port
0.74%
?
36.N/A

JANUS DETROIT STR TR

Value
$2.6M
Shares
50.0K
% Port
0.73%
?
37.N/A

INVESCO EXCHANGE TRADED FD T

+81.5%
Value
$2.4M
Shares
25.5K
% Port
0.68%
X
38.XOM

EXXON MOBIL CORP

-9.8%
Value
$2.4M
Shares
17.4K
% Port
0.68%
A
39.AMD

ADVANCED MICRO DEVICES INC

-2.0%
Value
$2.3M
Shares
4.0K
% Port
0.66%
?
40.N/A

INVESCO EXCH TRD SLF IDX FD

+3.5%
Value
$2.3M
Shares
33.1K
% Port
0.65%
?
41.N/A

HARBOR ETF TRUST

Value
$2.3M
Shares
49.8K
% Port
0.65%
W
42.WMT

WALMART INC

-12.7%
Value
$2.2M
Shares
19.4K
% Port
0.62%
T
43.TLN

TALEN ENERGY CORP

-3.9%
Value
$2.2M
Shares
5.7K
% Port
0.62%
?
44.N/A

INVESCO EXCH TRADED FD TR II

+23.9%
Value
$2M
Shares
40.0K
% Port
0.58%
J

JPMORGAN CHASE & CO

-6.2%
Value
$2M
Shares
6.2K
% Port
0.58%
?
46.N/A

INVESCO ACTIVELY MANAGED EXC

Value
$2M
Shares
37.2K
% Port
0.56%
D
47.D

DOMINION ENERGY INC

+0.8%
Value
$2M
Shares
28.9K
% Port
0.56%
C

CAPITAL GROUP GROWTH ETF

-53.7%
Value
$1.9M
Shares
40.7K
% Port
0.55%
E
49.ETHA

INVESCO EXCH TRADED FD TR II

-7.4%
Value
$1.9M
Shares
6.2K
% Port
0.53%
P
50.PM

PHILIP MORRIS INTL INC

-9.3%
Value
$1.8M
Shares
10.1K
% Port
0.52%