Colonial River Investments, LLC - Portfolio overview

Colonial River Investments, LLC has 265 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 6.55%
2. PVAL - PUTNAM ETF TRUST, 4.79%
3. AAPL - APPLE INC, 4.28%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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