Colter Lewis Investment Partners LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Greenwich, CT
CIK
0002107902
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
111
106,328
BSV, JPIE, VOO, STUB
13F-HR
5/15/2026
000140508626000325
Q4 2025
97
86,455
AXP, IVV, SPY, JPIE
13F-HR
2/17/2026
000140508626000110