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Devin Garofalo

Colonial River Investments, Llc

Assets Managed
$279.194M
Holdings
229
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
-0.48%(2Q avg: 1.5%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Colonial River Investments, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 229 positions.

Assets under management

The assets under management (AUM) of Colonial River Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 279.194M in assets, with a quarterly growth rate of -0.48% and a 2-quarter average growth rate of 1.5%. The portfolio is managed by Devin Garofalo, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 1.17%
6.81%
$19.002M
108,955 shares@ $174.4 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
New Position
4.98%
$13.897M
299,500 shares@ $46.4 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.31%
4.46%
$12.429M
48,972 shares@ $253.79 avg price
RWL
Invesco S&p 500 Revenue Etf
Recent Activity
Increased 2.73%
4.36%
$12.158M
105,806 shares@ $114.91 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 23.06%
3.64%
$10.141M
27,395 shares@ $370.17 avg price
QVML
Invesco S&p 500 Qvm Multi-fa
Recent Activity
Increased 23.74%
3.54%
$9.879M
258,172 shares@ $38.27 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Increased 2.25%
2.84%
$7.908M
70,539 shares@ $112.12 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 3.53%
2.65%
$7.398M
35,521 shares@ $208.28 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 7.49%
2.25%
$6.263M
10,948 shares@ $572.12 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Increased 50.76%
1.88%
$5.227M
35,730 shares@ $146.28 avg price

1-10 of 229