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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 12 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CHTR CHARTER COMMUNICATIONS INC NEW CL A Communication Services 43.0 $6K 0.00% +1.0 +2.4% $142.21 +5.6%
222 CC CHEMOURS CO COM Basic Materials 296.0 $6K 0.00% +96.0 +48.0% $20.52 -22.2%
223 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 16.0 $6K 0.00% +5.0 +45.5% $370.56 -3.8%
224 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 59.0 $6K 0.00% +10.0 +20.4% $95.64
225 HUBG HUB GROUP INC CL A Industrials 128.0 $6K 0.00% +49.0 +62.0% $43.98 -7.4%
226 FLR FLUOR CORP NEW COM Industrials 107.0 $6K 0.00% +3.0 +2.9% $52.39 +0.1%
227 SAIA SAIA INC COM Industrials 13.0 $6K 0.00% +1.0 +8.3% $431.23 -16.0%
228 THO THOR INDS INC COM Consumer Cyclical 74.0 $6K 0.00% +2.0 +2.8% $75.53 +5.2%
229 AKAM AKAMAI TECHNOLOGIES INC COM Technology 47.0 $6K 0.00% +10.0 +27.0% $117.47 -6.0%
230 HALO HALOZYME THERAPEUTICS INC COM Healthcare 70.0 $5K 0.00% +9.0 +14.8% $78.27 +38.2%
231 SPXC SPX TECHNOLOGIES INC COM Industrials 23.0 $5K 0.00% +4.0 +21.1% $238.22 -13.0%
232 SKT TANGER INC COM Real Estate 136.0 $5K 0.00% +61.0 +81.3% $40.02 -4.5%
233 RMBS RAMBUS INC DEL COM Technology 41.0 $5K 0.00% +1.0 +2.5% $132.73 -31.3%
234 LII LENNOX INTL INC COM Industrials 9.0 $5K 0.00% +1.0 +12.5% $581.44 -30.7%
235 FITB FIFTH THIRD BANCORP COM Financial Services 92.0 $5K 0.00% +42.0 +84.0% $56.51 -3.0%
236 SMURFIT WESTROCK PLC SHS 111.0 $5K 0.00% +12.0 +12.1% $46.26
237 MSA MSA SAFETY INC COM Industrials 29.0 $5K 0.00% +6.0 +26.1% $176.41 +7.4%
238 JBND JPMORGAN ACTIVE BOND ETF 94.0 $5K 0.00% +15.0 +19.0% $53.50 -1.6%
239 PCRX PACIRA BIOSCIENCES INC COM Healthcare 200.0 $5K 0.00% +30.0 +17.6% $25.09 -1.7%
240 ST SENSATA TECHNOLOGIES HLDG PLC SHS Technology 107.0 $5K 0.00% +19.0 +21.6% $46.89 -8.7%
Page 12 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%