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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 15 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 KIM KIMCO REALTY CORP COM Real Estate 73.0 $2K +60.0 +461.5% $25.89 -6.7%
282 NTRS NORTHERN TR CORP COM Financial Services 8.0 $1K +4.0 +100.0% $173.88 +5.0%
283 LCII LCI INDS COM Consumer Cyclical 10.0 $1K +1.0 +11.1% $102.60 +2.8%
284 CVNA CARVANA CO CL A Consumer Cyclical 15.0 $1K +10.0 +200.0% $66.67 +7.3%
285 PODD INSULET CORP COM Healthcare 6.0 $914.0 +5.0 +500.0% $152.33 -3.6%
286 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 8.0 $716.0 +2.0 +33.3% $89.50 -21.4%
287 HIMS HIMS & HERS HEALTH INC COM CL A Healthcare 20.0 $677.0 +19.0 +1900.0% $33.85 -5.9%
288 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 23.0 $675.0 +14.0 +155.6% $29.35 +24.4%
289 BXP BXP INC COM Real Estate 9.0 $597.0 +6.0 +200.0% $66.33 +2.2%
Page 15 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%