Fund HoldingsColonial River Investments, LLC

Total Portfolio Value
$351.53M
Total Bought
$109.05M
Total Sold
$72.11M
Net Transaction
+$36.94M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
INVESCO EXCH TRADED FD TR II099,908+99,908016,1394.59%+16,139
AB ACTIVE ETFS INC
DISRUPTORS ETF
050,978+50,97807,5512.15%+7,551
THE ALGER ETF TRUST0134,688+134,68806,1471.75%+6,147
PIMCO ETF TR
ACTIVE BD ETF
054,537+54,53705,0291.43%+5,029
J P MORGAN EXCHANGE TRADED F
US RESEARCH ENHN
074,624+74,62405,0131.43%+5,013
JANUS DETROIT STR TR
HENDE INCOM ETF
099,081+99,08104,9381.40%+4,938
PACER FDS TR
GLOBL CASH ETF
0107,231+107,23104,6431.32%+4,643
FRANKLIN TEMPLETON ETF TR
FOCUSED DYNAMIC
084,628+84,62804,3601.24%+4,360
THE ALGER ETF TRUST088,831+88,83103,6791.05%+3,679
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
7,09427,523+20,4291,0294,6831.33%+3,654
PACER FDS TR
DATA & DIGI REVO
055,041+55,04105,8731.67%+5,873
THE ALGER ETF TRUST0125,590+125,59005,1831.47%+5,183
PACER FDS TR
ARIST HIGH ETF
055,638+55,63802,5940.74%+2,594
JANUS DETROIT STR TR
HEND SECU IN ETF
049,955+49,95502,5580.73%+2,558
MICRON TECHNOLOGY INC(MU)2,9133,063+1509843,5361.01%+2,551
NEBIUS GROUP N.V.(NBIS)016,759+16,75904,6281.32%+4,628
HARBOR ETF TRUST
ARES SYSTEMATIC
049,802+49,80202,2690.65%+2,269
NORTHERN LTS FD TR III
HCM DEFND 100
036,867+36,86703,1560.90%+3,156
NVIDIA CORPORATION(NVDA)0105,789+105,789021,1676.02%+21,167
INVESCO ACTIVELY MANAGED EXC
S&P 500 EQUA ETF
037,225+37,22501,9860.56%+1,986
WESTERN DIGITAL CORP(WDC)06,210+6,21003,9661.13%+3,966
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
040,663+40,66301,9190.55%+1,919
ASTERA LABS INC(ALAB)05,459+5,45902,6370.75%+2,637
INVESCO EXCH TRADED FD TR II012,620+12,62001,6070.46%+1,607
ADVANCED MICRO DEVICES INC(AMD)4,0493,967-828242,3040.66%+1,481
PACER FDS TR
DEVELOPED MRKT
035,430+35,43001,4750.42%+1,475
PACER FDS TR
EMRG MKT CASH
054,902+54,90201,4560.41%+1,456
BROADCOM INC(AVGO)015,141+15,14105,7191.63%+5,719
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
14,07425,547+11,4731,0702,3920.68%+1,322
TAIWAN SEMICONDUCTOR MANUFAC(TSM)09,618+9,61804,5931.31%+4,593
SELECT SECTOR SPDR TR
ST STR TECHN ETF
06,323+6,32301,2050.34%+1,205
MARVELL TECHNOLOGY INC(MRVL)5,3545,336-185301,5900.45%+1,059
AMAZON COM INC(AMZN)035,025+35,02508,3482.37%+8,348
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
35,60947,214+11,6051,9772,9020.83%+925
SELECT SECTOR SPDR TR
ST STR ENERG ETF
017,345+17,34509210.26%+921
SPACE EXPLORATION TECHN CORP05,061+5,06108650.25%+865
SPDR SERIES TRUST
ST STR SP600 SML
014,421+14,42108320.24%+832
ALPHABET INC(GOOG)011,760+11,76004,1551.18%+4,155
APPLE INC(AAPL)045,722+45,722013,2303.76%+13,230
APPLOVIN CORP(APP)06,520+6,52003,3590.96%+3,359
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
1,0821,211+1294241,1690.33%+745
PROSHARES TR
RUS 2000 HIG ETF
015,727+15,72707390.21%+739
LAM RESEARCH CORP(LRCX)2,6032,977+3745561,2900.37%+734
MICROSOFT CORP(MSFT)029,071+29,071010,8443.08%+10,844
ALPHABET INC(GOOG)012,955+12,95504,6301.32%+4,630
SPDR SERIES TRUST
ST LON TREAS ETF
023,794+23,79406240.18%+624
PROSHARES TR
S&P 500 HIGH ETF
011,724+11,72405650.16%+565
SPDR SERIES TRUST
ST STR BLO 1 ETF
06,122+6,12205610.16%+561
PROSHARES TR
NASDAQ 100 HIGH
010,846+10,84605510.16%+551
SANDISK CORP(SNDK)0221+22105020.14%+502
APPLIED DIGITAL CORP012,836+12,83604790.14%+479
APPLIED MATLS INC1,0391,147+1083558290.24%+474
ROBINHOOD MKTS INC(HOOD)16,71816,209-5091,1591,6250.46%+467
SPDR SERIES TRUST
ST STR P500ETF
05,150+5,15004530.13%+453
INTEL CORP(INTC)03,105+3,10504340.12%+434
INVESCO EXCH TRADED FD TR II32,28339,986+7,7031,6022,0330.58%+431
TTM TECHNOLOGIES INC(TTMI)4,9264,867-594809100.26%+430
TESLA INC(TSLA)010,953+10,95304,6071.31%+4,607
BLOOM ENERGY CORP1,9502,205+2552646670.19%+403
SPDR SERIES TRUST
ST STR P500VAL
06,274+6,27403810.11%+381
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
08,379+8,37903550.10%+355
KLA CORP(KLAC)01,156+1,15603490.10%+349
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
32,01433,128+1,1141,9252,2710.65%+346
CORNING INC(GLW)01,287+1,28703290.09%+329
CIENA CORP(CIEN)0662+66203250.09%+325
ROCKET LAB CORP(RKLB)03,157+3,15703210.09%+321
INVESCO QQQ TR02,402+2,40201,7690.50%+1,769
SPDR SERIES TRUST
ST STR PR SP1500
03,323+3,32303020.09%+302
TALEN ENERGY CORP(TLN)05,687+5,68702,1850.62%+2,185
SILICON MOTION TECHNOLOGY CO(SIMO)0884+88402950.08%+295
COHERENT CORP(COHR)0743+74302930.08%+293
SPDR INDEX SHS FDS
ST STR PO EX ETF
05,710+5,71002880.08%+288
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
06,195+6,19501,8770.53%+1,877
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
06,332+6,33202820.08%+282
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
05,523+5,52302720.08%+272
QUANTA SVCS INC0359+35902580.07%+258
VANECK ETF TRUST
SEMICONDUCTR ETF
1,6591,362-2976368940.25%+257
LEIDOS HOLDINGS INC(LDOS)02,451+2,45102520.07%+252
ACM RESH INC(ACMR)01,948+1,94802470.07%+247
CAPITAL GROUP CORE BALANCED
SHS
20,29424,881+4,5876989440.27%+246
NATERA INC(NTRA)04,076+4,07601,1060.31%+1,106
INTERACTIVE BROKERS GROUP IN(IBKR)02,655+2,65502310.07%+231
SPDR SERIES TRUST
ST STR P500GRW
01,935+1,93502300.07%+230
YPF SOCIEDAD ANONIMA(YPF)04,954+4,95402250.06%+225
CROWDSTRIKE HLDGS INC(CRWD)0570+57004350.12%+435
T ROWE PRICE EXCHANGE-TRADED
US EQUI RESH ETF
04,465+4,46502120.06%+212
AMERICAN EXPRESS CO(AXP)0626+62602120.06%+212
TOWER SEMICONDUCTOR LTD(TSEM)0809+80902110.06%+211
INVESCO EXCH TRADED FD TR II23,99132,380+8,3895517620.22%+210
UNITEDHEALTH GROUP INC(UNH)02,666+2,66601,1080.32%+1,108
GE AEROSPACE(GE)0550+55002060.06%+206
CARPENTER TECHNOLOGY CORP(CRS)803845+423175210.15%+205
VANGUARD INDEX FDS0667+66702020.06%+202
DOMINION ENERGY INC(D)28,69128,925+2341,7741,9750.56%+202
TAPESTRY INC(TPR)01,369+1,36902000.06%+200
RIO TINTO PLC(RIO)02,107+2,10702000.06%+200
SEA LTD(SE)14,44914,532+831,1971,3930.40%+196
JOHNSON & JOHNSON(JNJ)2,6703,319+6496538430.24%+190
GE VERNOVA INC(GEV)238332+942083900.11%+182
ABIVAX SA(ABVX)04,658+4,65806210.18%+621
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