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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 7 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WY WEYERHAEUSER CO MTN BE COM NEW Real Estate 3,285.0 $79K 0.01% +271.0 +9.0% $23.94 +2.8%
122 CCEP COCA-COLA EUROPACIFIC PARTNERS SHS Consumer Defensive 684.0 $68K 0.01% +284.0 +71.0% $100.07 +6.8%
123 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 788.0 $67K 0.01% +4.0 +0.5% $84.98 +2.4%
124 FE FIRSTENERGY CORP COM Utilities 1,400.0 $67K 0.01% +17.0 +1.2% $47.54 -0.8%
125 F FORD MTR CO DEL COM Consumer Cyclical 4,739.0 $66K 0.01% +360.0 +8.2% $13.90 +0.6%
126 BSY BENTLEY SYS INC COM CL B Technology 2,163.0 $65K 0.01% +29.0 +1.4% $29.89 +21.8%
127 SHOP SHOPIFY INC CL A Technology 517.0 $59K 0.01% +70.0 +15.7% $114.19 +28.9%
128 VRSK VERISK ANALYTICS INC COM Industrials 326.0 $59K 0.01% +117.0 +56.0% $179.65 +4.5%
129 APP APPLOVIN CORP COM CL A Technology 114.0 $59K 0.01% +103.0 +936.4% $513.44 -39.9%
130 SNA SNAP ON INC COM Industrials 143.0 $58K 0.01% +59.0 +70.2% $402.40 -2.8%
131 SON SONOCO PRODS CO COM Consumer Cyclical 1,000.0 $56K 0.01% +500.0 +100.0% $56.35 +3.5%
132 COWZ PACER US CASH COWS 100 ETF 896.0 $56K 0.01% +400.0 +80.7% $62.20 +14.5%
133 CPRT COPART INC COM Industrials 1,955.0 $55K 0.01% +30.0 +1.6% $28.19 +21.8%
134 DVN DEVON ENERGY CORP NEW COM Energy 1,331.0 $55K 0.01% +1K +10000.0% $41.32 +19.3%
135 AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 412.0 $55K 0.01% +381.0 +1229.0% $133.25 -13.4%
136 SONY SONY GROUP CORPORATION SPONSORED ADR Technology 2,677.0 $54K 0.01% +162.0 +6.4% $20.06 +17.5%
137 CCK CROWN HLDGS INC COM Consumer Cyclical 474.0 $53K 0.01% +30.0 +6.8% $111.82 +4.8%
138 TDG TRANSDIGM GROUP INC COM Industrials 40.0 $53K 0.01% +19.0 +90.5% $1316.20 -10.3%
139 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 848.0 $52K 0.01% +226.0 +36.3% $61.76 -8.2%
140 RFI COHEN & STEERS TOTAL RETURN COM Financial Services 4,520.0 $52K 0.01% +2K +80.8% $11.40 +1.1%
Page 7 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%