Colter Lewis Investment Partners LLC - Portfolio overview

Colter Lewis Investment Partners LLC has 111 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BSV - VANGUARD BD INDEX FDS, 12.02%
2. JPIE - J P MORGAN EXCHANGE TRADED F, 4.49%
3. VOO - VANGUARD INDEX FDS, 4.23%

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

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