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Portfolio (Quarterly) Guide ↗

Colonial Trust Co / SC

· CIK 0001954093
13F Portfolio $750M AUM 1,094 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 62 New 227 Added 309 Reduced 56 Exited
Page 4 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ENB ENBRIDGE INC COM Energy 15,723.0 $752K 0.10% +6K +55.4% $47.83 +21.3%
62 ADBE ADOBE SYSTEMS INCORPORATED COM Technology 1,914.0 $670K 0.09% +104.0 +5.8% $349.95 -30.1%
63 EME EMCOR GROUP INC COM Industrials 1,008.0 $617K 0.08% +229.0 +29.4% $611.97 +38.7%
64 TSLA TESLA INC COM Consumer Cyclical 1,370.0 $616K 0.08% +98.0 +7.7% $449.63 -5.3%
65 DFAS DIMENSIONAL U.S. SMALL CAP ETF 8,020.0 $559K 0.07% +106.0 +1.3% $69.67 +11.3%
66 WPC WP CAREY INC COM Real Estate 8,072.0 $520K 0.07% +2K +25.6% $64.36 +15.7%
67 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 4,860.0 $496K 0.07% +705.0 +17.0% $101.98 +17.7%
68 VNQ VANGUARD REAL ESTATE ETF 5,388.0 $477K 0.06% +371.0 +7.4% $88.49 +9.4%
69 CL COLGATE PALMOLIVE CO COM Consumer Defensive 5,902.0 $466K 0.06% +401.0 +7.3% $79.02 +14.7%
70 SHW SHERWIN WILLIAMS CO COM Basic Materials 1,329.0 $431K 0.06% +145.0 +12.2% $324.03 -4.6%
71 MDY SPDR S&P MIDCAP 400 ETF Financial Services 689.0 $416K 0.06% +16.0 +2.4% $603.06 +11.2%
72 SOXX ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND 1,337.0 $403K 0.05% +130.0 +10.8% $301.15 +78.4%
73 CAH CARDINAL HEALTH INC COM Healthcare 1,732.0 $356K 0.05% +11.0 +0.6% $205.50 -2.3%
74 ALL ALLSTATE CORP COM Financial Services 1,641.0 $342K 0.05% +22.0 +1.4% $208.15 +4.1%
75 BN BROOKFIELD ASSET MGMT INC CL A LTD VT SH Financial Services 7,078.0 $325K 0.04% +1K +22.5% $45.89 -1.1%
76 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 1,096.0 $322K 0.04% +27.0 +2.5% $293.45 +6.3%
77 INTU INTUIT COM Technology 485.0 $322K 0.04% +106.0 +28.0% $662.93 -51.7%
78 DHR DANAHER CORPORATION COM Healthcare 1,334.0 $305K 0.04% +216.0 +19.3% $228.92 -24.9%
79 DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF 6,152.0 $296K 0.04% +321.0 +5.5% $48.17 -0.5%
80 IHI ISHARES U.S. MEDICAL DEVICES ETF 4,718.0 $293K 0.04% +454.0 +10.7% $62.15 -18.6%
Page 4 of 12  ·  227 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 26.9%
Financial Services 17.7%
Healthcare 12.0%
Industrials 10.0%
Communication Services 8.4%
Consumer Cyclical 8.2%
Consumer Defensive 7.1%
Energy 4.0%
Utilities 2.9%
Basic Materials 1.9%