COLRAIN CAPITAL LLC

CIK 1216093 · View on SEC EDGAR ↗

Portfolio value
$295.3M
#5,221 of 9,443 by 13F value · top 55.3%
Positions
25
As of
June 30, 2026

Portfolio value QoQ: +14.2% 13F does not disclose cash

Top 10 holdings weight
68.00%
Top 25 holdings weight
100.00%
Positions above 1%
20
Effective number of positions
13.4

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 10.03% Est. buys $28,692,267 · sells $27,789,017

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 69.4% still held

New positions
3
Increased
15
Decreased
7
Closed
3
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+78.0%
S&P 500 total return (same window)
+28.1%
Excess return
+49.9%

Annualized: +47.0% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 94.7% · Options excluded: 0.0%

Sector breakdown

Health Care
19.5%
Industrials
19.3%
Energy
15.9%
Materials
14.1%
Communication Services
8.1%
Utilities
6.2%
Technology
5.4%
Financial Services
5.1%
Consumer Discretionary
3.6%
Consumer Staples
2.0%
Other/Unmapped
0.8%

Full portfolio 25 positions

Type Streak 8Q trend
VICR Vicor Corporation - Common Stock $57,072,199 19.32% 150,277 $24,609,286 Down ×3
CVX Chevron Corporation Common Stock $19,732,278 6.68% 119,041 $-4,352,744 Up ×2
NEM Newmont Corporation $19,089,185 6.46% 204,381 $-1,353,286 Up ×1
VST Vistra Corp. Common Stock $18,310,532 6.20% 115,429 $1,952,523 Up ×2
CVS CVS Health Corporation Common Stock $15,410,119 5.22% 148,962 $4,712,243 Up ×2
AR Antero Resources Corporation Common Stock $15,124,994 5.12% 430,421 $-2,062,357 Up ×6
FISV Fiserv, Inc. - Common Stock $14,923,904 5.05% 304,259 $4,215,047 Up ×2
GOOGL Alphabet Inc. - Class A Common Stock $14,805,839 5.01% 41,430 $2,467,502 Down ×1
CI The Cigna Group Common Stock $13,492,780 4.57% 48,944 $737,595 Up ×4
QCOM QUALCOMM Incorporated - Common Stock $12,872,102 4.36% 69,658 $4,227,101 Up ×2
MOS Mosaic Company (The) Common Stock $12,209,212 4.13% 576,178 $-543,517 Up ×2
BMY Bristol-Myers Squibb Company Common Stock $11,993,315 4.06% 208,145 $-284,974 Up ×2
SLB SLB Limited Common Shares $11,033,217 3.74% 235,875 $-679,722 Up ×6
APTV Aptiv PLC Ordinary Shares $10,649,430 3.61% 173,500 $7,643,303 Up ×1
MDT Medtronic plc. Ordinary Shares $10,449,425 3.54% 132,354 $1,281,011 Up ×4
NTR Nutrien Ltd. Common Shares $10,404,532 3.52% 163,823 $-2,285,658 Down ×1
CMCSA Comcast Corporation - Class A Common Stock $9,122,780 3.09% 371,600 $-368,287 Up ×6
ABBV AbbVie Inc. Common Stock $6,302,827 2.13% 25,047 $875,364 Up ×2
BG Bunge Limited Common Shares $5,762,673 1.95% 53,993 $-1,725,591 Down ×1
CRM Salesforce, Inc. Common Stock $2,948,564 1.00% 18,770 Up ×1
Unknown issuer (CUSIP: 438516205) $1,041,135 0.35% 4,650 Up ×1
Unknown issuer (CUSIP: 43849R105) $1,028,022 0.35% 4,650 Up ×1
EOG EOG Resources, Inc. Common Stock $975,310 0.33% 7,518 $-849,597 Down ×1
BRKB $329,757 0.11% 659 $-1,913,378 Down ×1
AAPL Apple Inc. - Common Stock $260,424 0.09% 900 $6,634 Down ×3

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
AR $15,124,994 5.12% up ×6
CI $13,492,780 4.57% up ×4
SLB $11,033,217 3.74% up ×6
MDT $10,449,425 3.54% up ×4
CMCSA $9,122,780 3.09% up ×6

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
CRM $2,948,564 18,770 1.00%
Unknown issuer (CUSIP: 438516205) $1,041,135 4,650 0.35%
Unknown issuer (CUSIP: 43849R105) $1,028,022 4,650 0.35%

Top movers (QoQ)

Security Action Shares Δ Value Δ
VICR Trimmed -51K +$24.6M
APTV Bought more +130K +$7.6M
CVS Bought more +8 +$4.7M
CVX Bought more +3K -$4.4M
QCOM Bought more +3K +$4.2M
FISV Bought more +112K +$4.2M
GOOGL Trimmed -1K +$2.5M
NTR Trimmed -3K -$2.3M
AR Bought more +25K -$2.1M
VST Bought more +7K +$2.0M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
HES Sept. 30, 2025 90,925 $12,596,750 No longer tracked
LHX March 31, 2026 13,390 $3,930,902 -20.5%
HON June 30, 2026 9,321 $2,106,826 -1.2%
ADBE June 30, 2026 7,795 $1,894,809 33.6%
AEM March 31, 2025 23,300 $1,822,293 92.4%
MSFT March 31, 2025 3,475 $1,464,713 28.7%
VRTX March 31, 2025 1,696 $682,979 12.2%
JPM Dec. 31, 2025 1,600 $504,688 10.2%
IP June 30, 2026 9,000 $321,300 7.9%
PG June 30, 2025 1,500 $255,630 -9.4%