Coleford Investment Management Ltd. quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Coleford Investment Management Ltd. opened 1 positions, added to 5, reduced 16, sold out of 2 and left 0 unchanged. The largest increase in value was AMZN (+$16,287,917); the largest decrease was ORCL (-$13,895,128).
- ORCL: Country of operation United States; Class COM; Shares 2026-03-31 94,454; Shares 2026-06-30 0.
- WAT: Country of operation United States; Class COM; Shares 2026-03-31 11,668; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1939136): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| DeDora Capital, Inc. | United States | $0.408B | 123 |
| Rothschild Capital Partners, LLC | United States | $0.408B | 90 |
| Lead Edge Capital Management, LLC | United States | $0.408B | 12 |
| Parkwoods Wealth Partners, LLC | United States | $0.408B | 115 |
| OCO Capital Partners, L.P. | United States | $0.408B | 9 |
| Dodds Wealth, LLC | United States | $0.407B | 51 |
| HFR Wealth Management, LLC | United States | $0.407B | 49 |
| Atlantic Edge Private Wealth Management, LLC | United States | $0.407B | 601 |
| Global Wealth Strategies & Associates | United States | $0.407B | 543 |
| MONARCH CAPITAL MANAGEMENT INC | United States | $0.409B | 127 |