Arkolith/Funds/Colonial River Investments, LLC

Colonial River Investments, LLC

CIK 1845859
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Colonial River Investments, LLC holds a diversified book of 249 stocks worth $351.5M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened AB Disruptors ETF and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 6% of the equity book. Cloning the disclosed picks since 2024 would be +42% (+22.7%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Colonial River Investments, LLC's latest
holdings, largest changes, and filing provenance.
Opened
180
new positions
Added to
65
existing
Trimmed
143
reduced
Sold out
19
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+42.5%
+22.7%/yr · since Nov '24
Their reported book
+30.9%
held from quarter-end
S&P 500
+32.0%
same window
$9K$10K$12K$13K$15KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Colonial River Investments, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 11.6 points over this window.

Growth of $10,000 cloning Colonial River Investments, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
30%
Top 20 holdings
45%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

56% mapped to company sectors

ETF / fund or unclassified
44%
Information Technology
32%
Consumer Discretionary
6%
Financials
4%
Industrials
4%
Health Care
3%
Utilities
2%
Communication Services
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Colonial River Investments, LLC

Manager / fundShared namesTheir $ in those
PRIVATE TRUST CO NA79 / 80$326.2M
LPL Financial LLC78 / 80$74.9B
COMMONWEALTH EQUITY SERVICES, LLC77 / 80$17.2B
OSAIC HOLDINGS, INC.77 / 80$16.8B
ENVESTNET ASSET MANAGEMENT INC76 / 80$71.2B
Kestra Advisory Services, LLC76 / 80$7.7B
MORGAN STANLEY75 / 80$517.3B
ROYAL BANK OF CANADA75 / 80$146.9B

Ranked by how many of Colonial River Investments, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

249 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$21.2M105.8K
6.0%
−2.9%
Reduced · −3K sh
2Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$16.1M99.9K
4.6%
+42%
Added · +29K sh
3Apple Inc
COM
$13.2M45.7K
3.8%
−6.6%
Reduced · −3K sh
4Microsoft Corp
COM
$10.8M29.1K
3.1%
+6.1%
Added · +2K sh
5Putnam ETF Trust
FOCUSED LAR CAP
$8.8M173.6K
2.5%
−42%
Reduced · −126K sh
6Amazon Com Inc
COM
$8.3M35.0K
2.4%
−1.4%
Reduced · −496 sh
7AB Active Etfs Inc
DISRUPTORS ETF
$7.6M51.0K
2.1%
New
New position
8Invesco Exch Traded FD TR II
S&P 500 REVENUE
$6.5M50.7K
1.8%
−52%
Reduced · −55K sh
9Invesco Exch Traded FD TR II
500 QVM MULTI
$6.2M141.3K
1.8%
−45%
Reduced · −117K sh
10Meta Platforms Inc
CL A
$6.2M11.0K
1.8%
+0.6%
Added · +69 sh
11The Alger ETF Trust
AI ENABLERS ADOP
$6.1M134.7K
1.7%
+312%
Added · +102K sh
12Pacer FDS TR
DATA & DIGI REVO
$5.9M55.0K
1.7%
+53%
Added · +19K sh
13Broadcom Inc
COM
$5.7M15.1K
1.6%
+6.7%
Added · +949 sh
14The Alger ETF Trust
CONCENTRATED EQT
$5.2M125.6K
1.5%
+93%
Added · +60K sh
15Pimco ETF TR
ACTIVE BD ETF
$5.0M54.5K
1.4%
New
New position
16J P Morgan Exchange Traded F
US RESEARCH ENHN
$5.0M74.6K
1.4%
New
New position
17Janus Detroit STR TR
HENDE INCOM ETF
$4.9M99.1K
1.4%
New
New position
18Invesco Exchange Traded FD T
S&P MDCP MOMNTUM
$4.7M27.5K
1.3%
+288%
Added · +20K sh
19Pacer FDS TR
GLOBL CASH ETF
$4.6M107.2K
1.3%
New
New position
20Alphabet Inc
CAP STK CL A
$4.6M13.0K
1.3%
−6.0%
Reduced · −820 sh
21Nebius Group N.V.
SHS CLASS A
$4.6M16.8K
1.3%
−23%
Reduced · −5K sh
22Tesla Inc
COM
$4.6M11.0K
1.3%
−2.7%
Reduced · −301 sh
23Taiwan Semiconductor Manufac
SPONSORED ADS
$4.6M9.6K
1.3%
−4.0%
Reduced · −396 sh
24Franklin Templeton ETF TR
FOCUSED DYNAMIC
$4.4M84.6K
1.2%
New
New position
25Palantir Technologies Inc
CL A
$4.4M37.3K
1.2%
+4.4%
Added · +2K sh
26Alphabet Inc
CAP STK CL C
$4.2M11.8K
1.2%
+0.8%
Added · +94 sh
27Western Digital Corp
COM
$4.0M6.2K
1.1%
−18%
Reduced · −1K sh
28The Alger ETF Trust
35 ETF
$3.7M88.8K
1.0%
New
New position
29Micron Technology Inc
COM
$3.5M3.1K
1.0%
+5.1%
Added · +150 sh
30Applovin Corp
COM CL A
$3.4M6.5K
1.0%
+1.4%
Added · +88 sh
31Oracle Corp
COM
$3.3M22.2K
0.9%
+4.8%
Added · +1K sh
32Northern LTS FD TR III
HCM DEFND 100
$3.2M36.9K
0.9%
+171%
Added · +23K sh
33J P Morgan Exchange Traded F
NASDAQ EQT PREM
$2.9M47.2K
0.8%
+33%
Added · +12K sh
34Astera Labs Inc
COM
$2.6M5.5K
0.8%
−32%
Reduced · −3K sh
35Pacer FDS TR
ARIST HIGH ETF
$2.6M55.6K
0.7%
New
New position
36Janus Detroit STR TR
HEND SECU IN ETF
$2.6M50.0K
0.7%
New
New position
37Invesco Exchange Traded FD T
S&P SMLCP MOMENT
$2.4M25.5K
0.7%
+82%
Added · +11K sh
38Exxon Mobil Corp
COM
$2.4M17.4K
0.7%
−9.8%
Reduced · −2K sh
39Advanced Micro Devices Inc
COM
$2.3M4.0K
0.7%
−2.0%
Reduced · −82 sh
40Invesco Exch TRD SLF Idx FD
RUSL 1000 DYNM
$2.3M33.1K
0.6%
+3.5%
Added · +1K sh
41Harbor ETF Trust
ARES SYSTEMATIC
$2.3M49.8K
0.6%
New
New position
42Walmart Inc
COM
$2.2M19.4K
0.6%
−13%
Reduced · −3K sh
43Talen Energy Corp
COM
$2.2M5.7K
0.6%
−3.9%
Reduced · −229 sh
44Invesco Exch Traded FD TR II
S&P500 HDL VOL
$2.0M40.0K
0.6%
+24%
Added · +8K sh
45JPMorgan Chase & Co
COM
$2.0M6.2K
0.6%
−6.2%
Reduced · −408 sh
46Invesco Actively Managed Exc
S&P 500 EQUA ETF
$2.0M37.2K
0.6%
New
New position
47Dominion Energy Inc
COM
$2.0M28.9K
0.6%
+0.8%
Added · +234 sh
48Capital Group Growth ETF
SHS CREAT UNIT
$1.9M40.7K
0.5%
−54%
Reduced · −47K sh
49Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$1.9M6.2K
0.5%
−7.4%
Reduced · −494 sh
50Philip Morris Intl Inc
COM
$1.8M10.1K
0.5%
−9.3%
Reduced · −1K sh
Showing 50 of 249 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 2026249$351.5M13F-HR
Q1 2026Mar 31, 2026Apr 27, 2026229$279.2M13F-HR
Q4 2025Dec 31, 2025Feb 4, 2026228$280.6M13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025236$271.1M13F-HR
Q2 2025Jun 30, 2025Jul 15, 2025223$232.3M13F-HR
Q1 2025Mar 31, 2025Apr 25, 2025202$181.7M13F-HR
Q4 2024Dec 31, 2024Feb 4, 2025205$206.7M13F-HR
Q3 2024Sep 30, 2024Nov 4, 2024223$201.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.