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Home > Institutional Investor > Colter Lewis Investment Partners Llc > Profile

Instuitional Investor - Colter Lewis Investment Partners Llc

Fund Profile
Filing Period:
Fund Name: Colter Lewis Investment Partners Llc
Portfolio Value $224,979,564
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 VCIT 185,576 $62,858,425 27.94%
2.
Vanguard World Fund
 VGT 203,251 $24,292,565 10.8%
3.
Vanguard Bond Index Funds
 BND 163,265 $12,719,946 5.65%
4.
J P Morgan Exchange Traded F - INCOME ETF
 177,357 $8,167,271 3.63%
5.
Rivian Automotive Inc. / De
 RIVN 369,707 $6,414,416 2.85%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.