Holdings
Colter Lewis Investment Partners LLC
As of Jun 30, 2026, Colter Lewis Investment Partners LLC reported 43 positions worth US$35.5M. Largest: Rivian Automotive, Inc., American Express Company and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Rivian Automotive, Inc. | 370K | US$6.41M | new | Jun 30, 2026 |
| American Express Company | 11,955 | US$4.04M | −2,000 | Jun 30, 2026 |
| Apple Inc | 9,284 | US$2.69M | +742 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 4,381 | US$2.19M | +116 | Jun 30, 2026 |
| Doordash, Inc. | 8,899 | US$1.64M | new | Jun 30, 2026 |
| Nvidia Corporation | 7,194 | US$1.44M | +1,342 | Jun 30, 2026 |
| Tesla, Inc. | 3,366 | US$1.42M | +88 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,786 | US$996K | +405 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 2,798 | US$916K | −3,790 | Jun 30, 2026 |
| Pepsico, Inc. | 6,300 | US$853K | no change | Jun 30, 2026 |