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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 13 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HST HOST HOTELS & RESORTS INC COM Real Estate 208.0 $5K 0.00% +142.0 +215.2% $23.71 -2.6%
242 NBTB NBT BANCORP INC COM Financial Services 100.0 $5K 0.00% +34.0 +51.5% $49.17 +5.5%
243 AOS SMITH A O CORP COM Industrials 79.0 $5K 0.00% +23.0 +41.1% $62.05 +0.6%
244 COOPER COS INC COM 66.0 $5K 0.00% +4.0 +6.5% $71.85
245 OTTR OTTER TAIL CORP COM Utilities 53.0 $5K 0.00% +19.0 +55.9% $88.87 +3.6%
246 CORT CORCEPT THERAPEUTICS INC COM Healthcare 53.0 $5K 0.00% +17.0 +47.2% $87.64 +38.1%
247 MOS MOSAIC CO COM Basic Materials 219.0 $5K 0.00% +50.0 +29.6% $21.19 +10.2%
248 DOCU DOCUSIGN INC COM Technology 99.0 $4K 0.00% +35.0 +54.7% $44.42 +40.2%
249 HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 Consumer Cyclical 155.0 $4K 0.00% +46.0 +42.2% $27.28 +19.5%
250 CACI CACI INTL INC CL A Technology 9.0 $4K 0.00% +1.0 +12.5% $463.22 +39.5%
251 WRBY WARBY PARKER INC CL A COM Healthcare 131.0 $4K +78.0 +147.2% $30.11 -8.8%
252 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 44.0 $4K +3.0 +7.3% $87.57 +4.2%
253 MD PEDIATRIX MEDICAL GROUP INC COM Healthcare 151.0 $4K +21.0 +16.1% $24.69 +6.2%
254 POOL POOL CORP COM Industrials 17.0 $4K +13.0 +325.0% $215.59 -11.7%
255 AMBA AMBARELLA INC SHS Technology 53.0 $4K +2.0 +3.9% $67.02 +8.1%
256 CLS CELESTICA INC COM Technology 10.0 $4K +7.0 +233.3% $351.00 -14.0%
257 SKYW SKYWEST INC COM Industrials 36.0 $4K +9.0 +33.3% $97.36 +3.5%
258 OLED UNIVERSAL DISPLAY CORP COM Technology 40.0 $3K +3.0 +8.1% $86.53 -0.0%
259 URBN URBAN OUTFITTERS INC COM Consumer Cyclical 48.0 $3K +3.0 +6.7% $71.69 +1.3%
260 EAT BRINKER INTL INC COM Consumer Cyclical 20.0 $3K +1.0 +5.3% $170.45 +36.8%
Page 13 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%