Colonial River Investments, LLC

CIK: 0001845859Latest portfolio: $280.6M · Q4 2025

Holdings

228

Total Value

$280.6M

New Positions

17

Closed Positions

25

#StockSharesValue% PortfolioChangeType
1
NVDANVIDIA CORPORATION
107,695$20.1M7.16%+7K
2
AAPLAPPLE INC
49,129$13.4M4.76%+2K
3
CGGRCAPITAL GROUP GROWTH ETF
284,130$12.6M4.50%+18K
4
RWLINVESCO EXCH TRADED FD TR II
102,998$11.8M4.20%+5K
5
MSFTMICROSOFT CORP
22,262$10.8M3.84%+3K
6
QVMLINVESCO EXCH TRADED FD TR II
208,641$8.4M2.99%+104K
7
KLMNINVESCO EXCH TRADED FD TR II
68,988$8.2M2.93%+2K
8
AMZNAMAZON COM INC
34,313$7.9M2.82%+4K
9
METAMETA PLATFORMS INC
10,186$6.7M2.40%+2K
10
TSLATESLA INC
10,867$4.9M1.74%+2K
11
AVGOBROADCOM INC
13,750$4.8M1.70%+4K
12
GOOGLALPHABET INC
14,275$4.5M1.59%+201
13
PLTRPALANTIR TECHNOLOGIES INC
23,700$4.2M1.50%-1,048
14
GTOINVESCO ACTIVELY MANAGED EXC
84,344$4.0M1.43%-8,556
15
GOOGALPHABET INC
11,862$3.7M1.33%+156
16
TSMTAIWAN SEMICONDUCTOR MFG LTD
11,976$3.6M1.30%+932
17
APPAPPLOVIN CORP
5,082$3.4M1.22%-3,098
18
ORCLORACLE CORP
17,033$3.3M1.18%+11K
19
ICLOINVESCO ACTIVELY MANAGED EXC
106,026$2.7M0.97%+11K
20
WMTWALMART INC
21,853$2.4M0.87%+154
21
XOMEXXON MOBIL CORP
18,889$2.3M0.81%-481
22
NBISNEBIUS GROUP N.V.
27,016$2.3M0.81%+8K
23
TRFKPACER FDS TR
35,282$2.3M0.81%+539
24
GSYINVESCO ACTIVELY MANAGED EXC
43,284$2.2M0.78%+5K
25
WDCWESTERN DIGITAL CORP
12,483$2.1M0.77%-1,640

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
QVML209K+104K
RKT36K+21K
QXO58K+19K
CGGR284K+18K
NBIS27K+8K
XLE20K+8K
NVDA108K+7K
GSY43K+5K
AMZN34K+4K
XLK8K+4K

Decreased Positions

NameSharesChange
SPTL57K-41504
T18K-8649
GTO84K-8556
GFL11K-7986
F22K-7360
BAC27K-4909
D28K-4157
VRT5K-3187
APP5K-3098
SPSM17K-3062

Sector Breakdown

Financial Services0.0% ($1.2635117938382402e+284T)
Technology0.0% ($2.0085133561076647e+93T)
Industrials0.0% ($1.1268257807286767e+57T)
Healthcare0.0% ($1.4571080993941654e+46T)
Consumer Cyclical0.0% ($7.920488711678037e+32T)
Unknown0.0% ($8.23117601749157e+31T)
Communication Services0.0% ($6.723446737222261e+30T)
Energy0.0% ($2273594546452344320.0T)
Utilities0.0% ($20331660922699636.0T)
Consumer Defensive0.0% ($24341124875696.5T)
Basic Materials0.0% ($845449335279.2T)
Real Estate0.0% ($670.5M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 4, 2026$280.6M228
Q3 2025Nov 13, 2025$271.1B236
Q2 2025Jul 15, 2025$232.3B223
Q1 2025Apr 25, 2025$181.7B202
Q4 2024Feb 4, 2025$206.7B205

Fund Information

CIK0001845859
Most Recent FilingFeb 4, 2026
Number of Filings5

Colonial River Investments, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $280.6M across 228 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 7.2% of the portfolio. Compared to the previous quarter, the fund opened 17 new positions and closed 25 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.