Colter Lewis Investment Partners LLC
All 13F Filings
- Location
- Greenwich, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 224,980
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 114 | 224,980 | 13F-HR | Colter Lewis Investment Partners LLC |
| Q1 2026 | 5/15/2026 | 111 | 106,328 | 13F-HR | Colter Lewis Investment Partners LLC |
| Q4 2025 | 2/17/2026 | 97 | 86,455 | 13F-HR | Colter Lewis Investment Partners LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 38.59 K | 17.2% | 0 | 9.975 K | -9.975 K |
| ETFs | 173.7 K | 77.2% | 128.7 K | 0 | 128.7 K |
| Debt | 12.72 K | 5.7% | 0 | 62 | -62 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
224,980
Holdings
114
QoQ value change ($000)
118,652
(111.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.