account_balance
Investment manager · 13F filer · SEC CIK 1216093
Colrain Capital LLC
Reported value$295Mas of Jun 30, 2026
Positions25 2 new, 3 sold out
Top 10 weight68.0%VICR alone is 19%
FiledAug 536 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VICRVicor Corp
19.3%Trimmed −25%
CVXChevron Corp
6.7%Added +2%
NEMNewmont Corp
6.5%Added +8%
VSTVistra Corp.
6.2%Added +6%
CVSCVS Health Corp
5.2%
ARAntero Resources Corp
5.1%Added +6%
FISVFiserv Inc
5.1%Added +59%
GOOGLAlphabet Inc.
5.0%Trimmed −3%
CICigna Group
4.6%Added +2%
QCOMQualcomm Inc
4.4%Added +4%
MOSMosaic Co
4.1%+15%
BMYBristol Myers Squibb Co
4.1%Added +3%
VICRVicor Corp
19.3%Trimmed −25%
CVXChevron Corp
6.7%
NEMNewmont Corp
6.5%+8%
VSTVistra Corp.
6.2%+6%
CVSCVS Health Corp
5.2%
ARAntero Resources Corp
5.1%
FISVFiserv Inc
5.1%
GOOGLAlphabet Inc.
5.0%
CICigna Group
4.6%
QCOM4.4%MOS4.1%BMY4.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VICR Vicor Corp 19.3% Trimmed −25%CVX Chevron Corp 6.7% Added +2%NEM Newmont Corp 6.5% Added +8%VST Vistra Corp. 6.2% Added +6%CVS CVS Health Corp 5.2% HeldAR Antero Resources Corp 5.1% Added +6%FISV Fiserv Inc 5.1% Added +59%GOOGL Alphabet Inc. 5.0% Trimmed −3%CI Cigna Group 4.6% Added +2%QCOM Qualcomm Inc 4.4% Added +4%MOS Mosaic Co 4.1% Added +15%BMY Bristol Myers Squibb Co 4.1% Added +3%
What changed
Biggest moves since Mar 31, 2026
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