Colter Lewis Investment Partners LLC
Colter Lewis Investment Partners LLC reported 114 positions worth $225.0M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: VONE (27.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VONE | SH | $62.9M | 27.94% | 185,576 | — | — | |
| ▸ 2 | VGT | SH | $24.3M | 10.80% | 203,251 | — | — | |
| ▸ 3 | BSV | SH | $12.7M | 5.65% | 163,265 | — | — | |
| ▸ 4 | JPIE | SH | $8.2M | 3.63% | 177,357 | — | — | |
| ▸ 5 | RIVN | SH | $6.4M | 2.85% | 369,707 | — | — | |
| ▸ 6 | VOO | SH | $5.2M | 2.32% | 7,614 | — | — | |
| ▸ 7 | ESGU | SH | $4.5M | 2.02% | 27,794 | — | — | |
| ▸ 8 | VXUS | SH | $4.2M | 1.85% | 48,614 | — | — | |
| ▸ 9 | AXP | SH | $4.0M | 1.80% | 11,955 | — | — | |
| ▸ 10 | SPY | SH | $3.4M | 1.50% | 4,506 | — | — |
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Frequently Asked Questions
What stocks does Colter Lewis Investment Partners LLC hold as of Q2 2026?
Colter Lewis Investment Partners LLC reported 114 positions worth $225.0M in its Q2 2026 13F filing. Largest positions: VONE (27.9%), VGT (10.8%), BSV (5.7%), JPIE (3.6%) and RIVN (2.9%).
What did Colter Lewis Investment Partners LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Colter Lewis Investment Partners LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.