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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 11 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MAA MID-AMER APT CMNTYS INC COM Real Estate 49.0 $7K 0.00% +19.0 +63.3% $138.92 -6.0%
202 GBCI GLACIER BANCORP INC NEW COM Financial Services 139.0 $6K 0.00% +10.0 +7.8% $43.99 +10.5%
203 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 31.0 $6K 0.00% +22.0 +244.4% $184.06 +10.7%
204 LNG CHENIERE ENERGY INC COM NEW Energy 27.0 $5K 0.00% +7.0 +35.0% $193.81 +20.8%
205 MGNI MAGNITE INC COM Communication Services 308.0 $5K 0.00% +123.0 +66.5% $16.46 -19.3%
206 AMRIZE LTD SHS 91.0 $5K 0.00% +12.0 +15.2% $55.03
207 KBH KB HOME COM Consumer Cyclical 88.0 $5K 0.00% +39.0 +79.6% $56.41 -12.7%
208 MOH MOLINA HEALTHCARE INC COM Healthcare 28.0 $5K 0.00% +11.0 +64.7% $169.82 +3.8%
209 UTI UNIVERSAL TECHNICAL INST INC COM Consumer Defensive 168.0 $4K 0.00% +21.0 +14.3% $26.62 +50.2%
210 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 28.0 $4K 0.00% +4.0 +16.7% $158.54 +36.6%
211 PCRX PACIRA BIOSCIENCES INC COM Healthcare 170.0 $4K 0.00% +52.0 +44.1% $26.07 -6.6%
212 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 39.0 $4K 0.00% +2.0 +5.4% $112.36 -34.1%
213 MOS MOSAIC CO NEW COM Basic Materials 169.0 $4K 0.00% +9.0 +5.6% $24.09 -6.1%
214 STAG STAG INDUSTRIAL INC COM Real Estate 105.0 $4K 0.00% +37.0 +54.4% $36.76 +4.8%
215 AOS SMITH A O CORP COM Industrials 56.0 $4K +46.0 +460.0% $66.30 -12.0%
216 TRIP TRIPADVISOR INC COM Consumer Cyclical 236.0 $3K +71.0 +43.0% $14.56 -31.0%
217 AKAM AKAMAI TECHNOLOGIES INC COM Technology 37.0 $3K +25.0 +208.3% $88.03 +68.4%
218 HMC HONDA MOTOR LTD ADR ECH CNV IN 3 Consumer Cyclical 109.0 $3K +17.0 +18.5% $29.62 -10.8%
219 CPT CAMDEN PPTY TR SH BEN INT Real Estate 27.0 $3K +2.0 +8.0% $111.67 -3.5%
220 CHRD CHORD ENERGY CORPORATION COM NEW Energy 28.0 $3K +15.0 +115.4% $93.79 +47.0%
Page 11 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%