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Portfolio (Quarterly) Guide ↗

Colonial Trust Co / SC

· CIK 0001954093
13F Portfolio $790M AUM 1,135 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 135 New 289 Added 453 Reduced 94 Exited
Page 10 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 61.0 $13K 0.00% +33.0 +117.9% $218.31 -5.4%
182 ACGL ARCH CAP GROUP LTD ORD Financial Services 137.0 $13K 0.00% +4.0 +3.0% $97.06 +2.4%
183 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 161.0 $13K 0.00% +10.0 +6.6% $82.11 -0.1%
184 UAL UNITED AIRLS HLDGS INC COM Industrials 97.0 $13K 0.00% +84.0 +646.1% $135.99 -16.8%
185 MGK VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF 150.0 $13K 0.00% +120.0 +400.0% $87.91 +1.2%
186 BRO BROWN & BROWN INC COM Financial Services 203.0 $13K 0.00% +7.0 +3.6% $64.23 +13.5%
187 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 62.0 $13K 0.00% +31.0 +100.0% $205.52 +7.8%
188 TDY TELEDYNE TECHNOLOGIES INC COM Technology 19.0 $13K 0.00% +1.0 +5.6% $667.05 -4.6%
189 PCAR PACCAR INC COM Industrials 105.0 $13K 0.00% +29.0 +38.2% $120.07 +9.1%
190 PPL PPL CORP COM Utilities 313.0 $11K 0.00% +7.0 +2.3% $36.35 -5.4%
191 TRGP TARGA RES CORP COM Energy 41.0 $11K 0.00% +1.0 +2.5% $273.90 +9.2%
192 WCC WESCO INTL INC COM Industrials 31.0 $11K 0.00% +6.0 +24.0% $345.42 +1.1%
193 FLS FLOWSERVE CORP COM Industrials 144.0 $11K 0.00% +18.0 +14.3% $74.12 +7.1%
194 FSLR FIRST SOLAR INC COM Energy 44.0 $10K 0.00% +2.0 +4.8% $235.95 -9.2%
195 FBIN FORTUNE BRANDS HOME & SEC INC COM Industrials 186.0 $10K 0.00% +91.0 +95.8% $54.90 -18.9%
196 CDW CDW CORP COM Technology 72.0 $10K 0.00% +19.0 +35.9% $141.42 -2.9%
197 EVRG EVERGY INC COM Utilities 117.0 $10K 0.00% +72.0 +160.0% $86.43 -6.4%
198 TER TERADYNE INC COM Technology 21.0 $10K 0.00% +2.0 +10.5% $477.67 -21.3%
199 ON ON SEMICONDUCTOR CORP COM Technology 104.0 $10K 0.00% +70.0 +205.9% $94.49 -21.5%
200 GLOBUS MED INC CL A 120.0 $9K 0.00% +50.0 +71.4% $78.91
Page 10 of 15  ·  289 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 30.1%
Financial Services 16.6%
Healthcare 12.2%
Industrials 11.1%
Consumer Cyclical 7.5%
Consumer Defensive 6.7%
Communication Services 6.0%
Energy 3.6%
Utilities 3.2%
Basic Materials 1.9%