COLRAIN CAPITAL LLC

data from 30/09/2025

Capitalization

$ 175.573 M 35.46 %

Average holding period

4 ans

Performance

$ -130.232 B 32 370 760.26 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in COLRAIN CAPITAL LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NEM NEWMONT CORP 10.69% 18.767 M $ 222600 2024/12/31 5.193 M $ 44.71 %
2025/09/30 VST VISTRA CORP 9.43% 16.558 M $ 84515 2024/12/31 211.949 K $ 1.09 %
2025/09/30 CVX CHEVRON CORP NEW 9.25% 16.247 M $ 104622 2024/12/31 21.997 K $ 8.45 %
2025/09/30 VICR VICOR CORP 7.20% 12.636 M $ 254140 2024/12/31 1.004 M $ 9.61 %
2025/09/30 GOOGL ALPHABET INC 6.38% 11.207 M $ 46100 2024/12/31 2.553 M $ 37.94 %
2025/09/30 CVS CVS HEALTH CORP 5.63% 9.892 M $ 131205 2024/12/31 662.422 K $ 9.29 %
2025/09/30 MOS MOSAIC CO NEW 5.52% 9.685 M $ 279275 2024/12/31 -410.399 K $ -4.93 %
2025/09/30 AR ANTERO RESOURCES CORP 4.87% 8.543 M $ 254550 2024/12/31 -1.095 M $ -16.68 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 4.57% 8.029 M $ 178025 2024/12/31 -147.559 K $ -2.57 %
2025/09/30 NTR NUTRIEN LTD 4.33% 7.595 M $ 128150 2024/12/31 44.414 K $ 0.80 %
2025/09/30 CMCSA COMCAST CORP NEW 3.94% 6.926 M $ 220425 2024/12/31 -472.795 K $ -11.96 %
2025/09/30 CI THE CIGNA GROUP 3.69% 6.486 M $ 22500 2024/12/31 -461.396 K $ -12.80 %
2025/09/30 BG BUNGE GLOBAL SA 3.64% 6.382 M $ 78550 2024/12/31 47.529 K $ 1.21 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES INC 3.44% 6.047 M $ 19800 2024/12/31 763.980 K $ 21.75 %
2025/09/30 IP INTERNATIONAL PAPER CO 3.32% 5.836 M $ 125780 2024/12/31 -34.292 K $ -0.92 %
2025/09/30 ABBV ABBVIE INC 3.27% 5.747 M $ 24820 2024/12/31 849.519 K $ 24.74 %
2025/09/30 SLB SCHLUMBERGER LTD 3.15% 5.527 M $ 159500 2024/12/31 63.840 K $ 1.67 %
2025/09/30 QCOM QUALCOMM INC 3.05% 5.351 M $ 32165 2024/12/31 166.850 K $ 4.46 %
2025/09/30 MDT MEDTRONIC PLC 2.77% 4.855 M $ 50595 2024/12/31 284.386 K $ 9.18 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.31% 2.308 M $ 4590 2024/12/31 59.395 K $ 3.49 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.29% 504.688 K $ 1600 2024/12/31 38.279 K $ 8.80 %
2025/09/30 AAPL APPLE INC 0.25% 445.603 K $ 1750 2024/12/31 56.879 K $ 24.11 %
2025/09/30 HES HESS CORP 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %