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Portfolio (Quarterly) Guide ↗

COLRAIN CAPITAL LLC

· CIK 0001216093
13F Portfolio $259M AUM 26 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 17 Added 4 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 APTIV PLC 43,291.0 $3.0M 1.16% NEW $69.44
2 HON HONEYWELL INTL INC Industrials 9,321.0 $2.1M 0.81% NEW $226.03 +3.1%
3 ADBE ADOBE INC Technology 7,795.0 $1.9M 0.73% NEW $243.08 -0.7%
4 EOG EOG RES INC Energy 12,623.0 $1.8M 0.70% NEW $144.57 -6.9%
5 VERSIGENT LTD 10,592.0 $337K 0.13% NEW $31.85

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 22.3%
Technology 22.0%
Healthcare 20.5%
Basic Materials 18.7%
Communication Services 8.9%
Utilities 6.7%
Industrials 0.9%
Consumer Cyclical 0.1%