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Devin Garofalo

Colonial River Investments, Llc

Assets Managed
$351.535M
Holdings
249
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
25.92%(2Q avg: 12.72%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Colonial River Investments, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 249 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 351.535M in assets, with a quarterly growth rate of 25.92% and a 2-quarter average growth rate of 12.72%. The portfolio is managed by Devin Garofalo, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -2.9%
6.03%
$21.167M
105,789 shares@ $200.09 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Increased 41.64%
4.6%
$16.139M
99,908 shares@ $161.54 avg price
AAPL
Apple Inc
Recent Activity
Decreased -6.63%
3.77%
$13.23M
45,722 shares@ $289.36 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 6.12%
3.09%
$10.844M
29,071 shares@ $373.03 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Decreased -42.04%
2.52%
$8.844M
173,578 shares@ $50.96 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.39%
2.38%
$8.348M
35,025 shares@ $238.35 avg price
FWD
Ab Disruptors Etf
Recent Activity
New Position
2.15%
$7.551M
50,978 shares@ $148.12 avg price
RWL
Invesco S&p 500 Revenue Etf
Recent Activity
Decreased -52.06%
1.85%
$6.48M
50,720 shares@ $127.76 avg price
QVML
Invesco S&p 500 Qvm Multi-fa
Recent Activity
Decreased -45.28%
1.78%
$6.235M
141,256 shares@ $44.15 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 0.64%
1.77%
$6.206M
11,017 shares@ $563.31 avg price

1-10 of 249