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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 11 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PCG PG&E CORP COM Utilities 545.0 $9K 0.00% +292.0 +115.4% $16.82 +6.8%
202 KTB KONTOOR BRANDS INC COM Consumer Cyclical 110.0 $9K 0.00% +68.0 +161.9% $83.02 -4.9%
203 ULS UL SOLUTIONS INC CLASS A COM SHS Industrials 89.0 $9K 0.00% +22.0 +32.8% $101.75 -26.0%
204 AMRIZE LTD SHS 165.0 $9K 0.00% +74.0 +81.3% $52.96
205 PEGA PEGASYSTEMS INC COM Technology 275.0 $8K 0.00% +167.0 +154.6% $30.45 +10.4%
206 DFSV DIMENSIONAL US SMALL CAP VALUE ETF 204.0 $8K 0.00% +127.0 +164.9% $38.79 +3.1%
207 MAS MASCO CORP COM Industrials 97.0 $8K 0.00% +5.0 +5.4% $81.11 -9.6%
208 CFG CITIZENS FINL GROUP INC COM Financial Services 110.0 $8K 0.00% +38.0 +52.8% $70.07 -0.5%
209 GBCI GLACIER BANCORP INC NEW COM Financial Services 148.0 $8K 0.00% +9.0 +6.5% $51.63 -8.5%
210 CFR CULLEN FROST BANKERS INC COM Financial Services 49.0 $8K 0.00% +36.0 +276.9% $153.73 +7.2%
211 CHRD CHORD ENERGY CORPORATION COM NEW Energy 66.0 $8K 0.00% +38.0 +135.7% $113.85 +30.7%
212 TTAN SERVICETITAN INC SHS CL A Technology 106.0 $7K 0.00% +40.0 +60.6% $70.20 +31.9%
213 ZWS ZURN ELKAY WATER SOLNS CORP COM Industrials 147.0 $7K 0.00% +12.0 +8.9% $49.92 -2.2%
214 CEG CONSTELLATION ENERGY CORP COM Utilities 29.0 $7K 0.00% +6.0 +26.1% $248.38 +9.9%
215 NFG NATIONAL FUEL GAS CO COM Energy 90.0 $7K 0.00% +8.0 +9.8% $77.42 +8.4%
216 NDSN NORDSON CORP COM Industrials 23.0 $7K 0.00% +2.0 +9.5% $302.91 +10.5%
217 VTR VENTAS INC COM Real Estate 78.0 $7K 0.00% +59.0 +310.5% $88.97 +4.2%
218 APTIV PLC COM SHS 110.0 $7K 0.00% +102.0 +1275.0% $61.38
219 ALLE ALLEGION PLC ORD SHS Industrials 46.0 $7K 0.00% +2.0 +4.5% $141.72 +14.1%
220 BHF BRIGHTHOUSE FINL INC COM Financial Services 99.0 $6K 0.00% +81.0 +450.0% $63.17 -15.8%
Page 11 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 29.6%
Financial Services 16.4%
Healthcare 12.0%
Industrials 10.9%
Communication Services 7.5%
Consumer Cyclical 7.4%
Consumer Defensive 6.6%
Energy 3.6%
Utilities 3.2%
Basic Materials 1.9%