Long-term investor
Colter Lewis Investment Partners LLC @colterlewisinvestmentpar
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002107902).
Record
- Tracked since 2025-12-31 (257 days), 178 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +1.6%
- Max drawdown n/a · win rate 5% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VONE · 27.9% · long · since 2026-06-30
- VGT · 10.8% · long · since 2025-12-31
- BSV · 5.7% · long · since 2025-12-31
- JPIE · 3.6% · long · since 2025-12-31
- RIVN · 2.9% · long · since 2026-06-30
- VOO · 2.3% · long · since 2025-12-31
- ESGU · 2.0% · long · since 2026-06-30
- VXUS · 1.8% · long · since 2025-12-31
- AXP · 1.8% · long · since 2025-12-31
- SPY · 1.5% · long · since 2025-12-31
- VIOO · 1.4% · long · since 2026-03-31
- JMUB · 1.4% · long · since 2026-06-30