Colonial River Investments, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing, signed by Chief Compliance Officer Devin Garofalo, reports the firm holds positions in 260 distinct companies. The firm is based in Midlothian, Virginia.
The portfolio is diversified across various sectors, with significant exposure to technology and energy companies. The largest position disclosed is in NVIDIA Corporation, where the firm holds 112,871 shares. Other major technology holdings include Microsoft Corporation (23,618 shares), Meta Platforms Inc. (8,397 shares), and Apple Inc. (41,007 shares). The portfolio also includes substantial stakes in energy and industrial firms, such as ExxonMobil Holdings Corp. (17,299 shares), Dominion Energy Inc. (24,163 shares), and Procter & Gamble Co. (1,906 shares).
The filing lists a wide array of exchange-traded funds (ETFs) as part of the portfolio, including various Invesco and PIMCO funds, as well as funds from issuers like Ares Systematic and Harbor ETF Trust. Specific individual stock positions include Palantir Technologies Inc. (33,210 shares), Eli Lilly & Co. (549 shares), and Robinhood Markets Inc. (15,186 shares).
