Colter Lewis Investment Partners LLC 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, Colter Lewis Investment Partners LLC opened 14 positions, added to 8, reduced 7, sold out of 30 and left 15 unchanged. The largest increase in value was RIVN (+$6,414,416); the largest decrease was STUB (-$4,259,780).
- STUB: Country of operation United States; Class CL A; Shares 2026-03-31 682,657; Shares 2026-06-30 0.
- PSX: Country of operation United States; Class COM; Shares 2026-03-31 6,277; Shares 2026-06-30 0.
- JNJ: Country of operation United States; Class COM; Shares 2026-03-31 3,647; Shares 2026-06-30 0.
- MRSH: Country of operation United States; Class COM; Shares 2026-03-31 4,924; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2107902): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). 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.
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