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Portfolio (Quarterly) Guide ↗

Colonial Trust Co / SC

· CIK 0001954093
13F Portfolio $750M AUM 1,094 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 62 New 227 Added 309 Reduced 56 Exited
Page 1 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORP COM Technology 61,851.0 $29.9M 3.99% +533.0 +0.9% $483.62 -13.5%
2 IVV ISHARES CORE S&P 500 ETF 33,041.0 $22.6M 3.02% +2K +6.2% $684.94 +9.4%
3 JPM JPMORGAN CHASE & CO COM Financial Services 53,630.0 $17.3M 2.30% +776.0 +1.5% $322.22 -4.9%
4 NVDA NVIDIA CORPORATION COM Technology 81,594.0 $15.2M 2.03% +3K +4.3% $186.50 +15.5%
5 AMZN AMAZON COM INC COM Consumer Cyclical 64,093.0 $14.8M 1.97% +2K +3.6% $230.82 +15.4%
6 JNJ JOHNSON & JOHNSON COM Healthcare 56,346.0 $11.7M 1.55% +335.0 +0.6% $206.95 +13.2%
7 DGRO ISHARES CORE DIVIDEND GROWTH ETF 163,412.0 $11.3M 1.51% +2K +0.9% $69.42 +7.8%
8 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 111,690.0 $11.2M 1.49% +16K +16.9% $99.88 -1.4%
9 FCNCA FIRST CTZNS BANCSHARES INC N C CL A Financial Services 4,734.0 $10.2M 1.35% +60.0 +1.3% $2146.18 -7.2%
10 META META PLATFORMS INC CL A Communication Services 14,448.0 $9.5M 1.27% +1K +10.5% $660.08 -7.5%
11 GOOG ALPHABET INC CAP STK CL C Communication Services 29,009.0 $9.1M 1.21% +554.0 +1.9% $313.80 +20.9%
12 SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 179,355.0 $9.1M 1.21% +4K +2.4% $50.70 -0.8%
13 PANW PALO ALTO NETWORKS INC COM Technology 47,247.0 $8.7M 1.16% +2K +3.4% $184.20 +41.5%
14 BERKSHIRE HATHAWAY INC DEL CL B NEW 14,759.0 $7.4M 0.99% +143.0 +1.0% $502.66
15 WM WASTE MGMT INC DEL COM Industrials 32,379.0 $7.1M 0.95% +527.0 +1.6% $219.71 -0.8%
16 BX BLACKSTONE GROUP INC COM Financial Services 41,362.0 $6.4M 0.85% +969.0 +2.4% $154.14 -23.1%
17 ISHARES MSCI INTL QUALITY FACTOR ETF 126,305.0 $5.7M 0.77% +2K +1.6% $45.45
18 AJG GALLAGHER ARTHUR J & CO COM Financial Services 22,000.0 $5.7M 0.76% +121.0 +0.6% $258.79 -20.9%
19 IJH ISHARES S&P MIDCAP FUND 86,134.0 $5.7M 0.76% +5K +6.1% $66.00 +11.4%
20 BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 243,353.0 $5.0M 0.67% +32K +15.3% $20.60 -1.2%
Page 1 of 12  ·  227 positions

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
Technology 26.9%
Financial Services 17.7%
Healthcare 12.0%
Industrials 10.0%
Communication Services 8.4%
Consumer Cyclical 8.2%
Consumer Defensive 7.1%
Energy 4.0%
Utilities 2.9%
Basic Materials 1.9%