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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 14 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EVER EVERQUOTE INC COM CL A Communication Services 146.0 $3K +18.0 +14.1% $23.33 +8.2%
262 TNDM TANDEM DIABETES CARE INC COM NEW Healthcare 215.0 $3K +87.0 +68.0% $15.83 +41.0%
263 UHS UNIVERSAL HLTH SVCS INC CL B Healthcare 22.0 $3K +21.0 +2100.0% $144.64 +22.6%
264 TECH BIO-TECHNE CORP COM Healthcare 45.0 $3K +2.0 +4.7% $69.87 +3.5%
265 WLDN WILLDAN GROUP INC COM Industrials 39.0 $3K +5.0 +14.7% $79.87 +7.1%
266 CDE COEUR MNG INC COM NEW Basic Materials 186.0 $3K +16.0 +9.4% $16.33 +28.5%
267 PATHWARD FINANCIAL INC COM 35.0 $3K +1.0 +2.9% $86.37
268 GENI GENIUS SPORTS LIMITED SHARES CL A Communication Services 469.0 $3K +79.0 +20.3% $6.34 +27.1%
269 SCI SERVICE CORP INTL COM Consumer Cyclical 39.0 $3K +1.0 +2.6% $75.95 +9.7%
270 PAGAYA TECHNOLOGIES LTD CL A NEW 175.0 $3K +51.0 +41.1% $16.63
271 ARRY ARRAY TECHNOLOGIES INC COM SHS Energy 400.0 $3K +34.0 +9.3% $7.24 -35.2%
272 HLNE HAMILTON LANE INC CL A Financial Services 36.0 $3K +16.0 +80.0% $79.58 +32.4%
273 BLOCK INC CL A 38.0 $3K +11.0 +40.7% $75.21
274 SITE SITEONE LANDSCAPE SUPPLY INC COM Industrials 25.0 $3K +2.0 +8.7% $113.84 -15.7%
275 EXLS EXLSERVICE HLDGS INC COM Technology 104.0 $3K +42.0 +67.7% $25.86 +45.2%
276 OLLI OLLIES BARGAIN OUTLET HLDGS COM Consumer Defensive 35.0 $3K +3.0 +9.4% $76.83 -1.0%
277 DOW DOW INC COM Basic Materials 97.0 $3K +14.0 +16.9% $27.36 +18.2%
278 LNC LINCOLN NATL CORP IND COM Financial Services 75.0 $3K +10.0 +15.4% $35.23 +19.7%
279 EXPO EXPONENT INC COM Industrials 38.0 $2K +36.0 +1800.0% $58.05 +20.9%
280 GGG GRACO INC COM Industrials 28.0 $2K +10.0 +55.6% $75.86 +6.3%
Page 14 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%