Fund HoldingsColonial River Investments, LLC

Total Portfolio Value
$351.53M
Total Bought
$107.36M
Total Sold
$65.26M
Net Transaction
+$42.09M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
INVESCO EXCH TRADED FD TR II23,99199,908+75,91755116,1394.59%+15,588
AB ACTIVE ETFS INC
DISRUPTORS ETF
050,978+50,97807,5512.15%+7,551
THE ALGER ETF TRUST32,701134,688+101,9871,0806,1471.75%+5,067
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
36,06155,041+18,9802,2445,8731.67%+3,628
THE ALGER ETF TRUST65,200125,590+60,3902,0295,1831.47%+3,154
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)21,81716,759-5,0582,2644,6281.32%+2,365
HARBOR ETF TRUST
ARES SYSTEMATIC
049,802+49,80202,2690.65%+2,269
NORTHERN LTS FD TR III
HCM DEFND 100
13,58636,867+23,2819493,1560.90%+2,207
NVIDIA CORPORATION(NVDA)108,955105,789-3,16619,00221,1676.02%+2,166
INVESCO ACTIVELY MANAGED EXC
S&P 500 EQUA ETF
037,225+37,22501,9860.56%+1,986
WESTERN DIGITAL CORP(WDC)7,5566,210-1,3462,0443,9661.13%+1,923
ASTERA LABS INC(ALAB)8,0845,459-2,6258862,6370.75%+1,751
INVESCO EXCH TRADED FD TR II23,99139,986+15,9955512,0330.58%+1,482
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)14,19215,141+9494,3925,7191.63%+1,327
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
14,07425,547+11,4731,0702,3920.68%+1,322
TAIWAN SEMICONDUCTOR MANUFAC(TSM)10,0149,618-3963,3844,5931.31%+1,209
MARVELL TECHNOLOGY INC(MRVL)5,3545,336-185301,5900.45%+1,059
INVESCO EXCH TRADED FD TR II23,99112,620-11,3715511,6070.46%+1,055
AMAZON COM INC(AMZN)35,52135,025-4967,3988,3482.37%+950
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
35,60947,214+11,6051,9772,9020.83%+925
SPACE EXPLORATION TECHN CORP05,061+5,06108650.25%+865
ALPHABET INC(GOOG)11,66611,760+943,3474,1551.18%+809
APPLE INC(AAPL)48,97245,722-3,25012,42913,2303.76%+802
APPLOVIN CORP(APP)6,4326,520+882,5603,3590.96%+799
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)27,39529,071+1,67610,14110,8443.08%+703
ALPHABET INC(GOOG)13,77512,955-8203,9614,6301.32%+669
PROSHARES TR
S&P 500 HIGH ETF
011,724+11,72405650.16%+565
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
INTEL CORP(INTC)03,105+3,10504340.12%+434
TTM TECHNOLOGIES INC(TTMI)4,9264,867-594809100.26%+430
TESLA INC(TSLA)11,25410,953-3014,1844,6071.31%+423
BLOOM ENERGY CORP1,9502,205+2552646670.19%+403
INVESCO EXCH TRADED FD TR II23,99112,533-11,4585519480.27%+397
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 TR2,5342,402-1321,4631,7690.50%+306
TALEN ENERGY CORP(TLN)5,9165,687-2291,8892,1850.62%+297
SILICON MOTION TECHNOLOGY CO(SIMO)0884+88402950.08%+295
COHERENT CORP(COHR)0743+74302930.08%+293
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
6,6896,195-4941,5901,8770.53%+288
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)4,3384,076-2628681,1060.31%+239
INTERACTIVE BROKERS GROUP IN(IBKR)02,655+2,65502310.07%+231
YPF SOCIEDAD ANONIMA(YPF)04,954+4,95402250.06%+225
CROWDSTRIKE HLDGS INC(CRWD)563570+72204350.12%+215
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)3,3242,666-6588991,1080.32%+209
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)4,0414,658+6174506210.18%+171
SELECT SECTOR SPDR TR
ST STR TECHN ETF
7,8556,323-1,5321,0441,2050.34%+161
CISCO SYS INC(CSCO)3,6583,672+142844310.12%+147
VERTIV HOLDINGS CO(VRT)1,9811,916-654966420.18%+145
HEICO CORP NEW3,4653,392-737318750.25%+143
COMFORT SYS USA INC(FIX)188201+132593980.11%+139
ORACLE CORP(ORCL)21,18522,192+1,0073,1173,2520.93%+136
VANGUARD WORLD FD
INF TECH ETF
5034,066+3,5633514860.14%+135
VANGUARD INDEX FDS1,75510,462+8,7077679010.26%+135
MONGODB INC(MDB)1,9381,793-1454746020.17%+128
CELESTICA INC(CLS)1,4901,484-64205410.15%+122
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
5,1347,494+2,3602623820.11%+120
EATON CORP PLC(ETN)1,8061,779-276467580.22%+112
ANALOG DEVICES INC(ADI)1,0891,150+613464570.13%+110
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Colonial River Investments, LLC — 13F Holdings — Q2 2026 | TickerTrail