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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 9 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 99.0 $39K 0.01% +61.0 +160.5% $397.81 -25.4%
162 EPR EPR PPTYS COM SH BEN INT Real Estate 756.0 $38K 0.01% +700.0 +1250.0% $49.88 +18.8%
163 FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 1,900.0 $37K 0.01% +1K +137.5% $19.39 -1.0%
164 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 427.0 $36K 0.01% +18.0 +4.4% $83.75 -1.5%
165 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 622.0 $35K 0.01% +20.0 +3.3% $56.62 +14.4%
166 HPQ HP INC COM Technology 1,470.0 $33K 0.00% +464.0 +46.1% $22.28 +9.2%
167 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 468.0 $32K 0.00% +32.0 +7.3% $68.11 -31.3%
168 FICO FAIR ISAAC CORP COM Technology 17.0 $30K 0.00% +6.0 +54.5% $1771.94 -28.7%
169 COWZ PACER US CASH COWS 100 ETF 496.0 $30K 0.00% +316.0 +175.6% $60.17 +6.9%
170 BLV VANGUARD LONG-TERM BOND ETF 428.0 $30K 0.00% +7.0 +1.7% $69.50 -1.9%
171 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 777.0 $29K 0.00% +106.0 +15.8% $37.00 -13.1%
172 TDG TRANSDIGM GROUP INC COM Industrials 21.0 $29K 0.00% +13.0 +162.5% $1359.67 -10.1%
173 OKE ONEOK INC NEW COM Energy 371.0 $27K 0.00% +68.0 +22.4% $73.44 +24.4%
174 LW LAMB WESTON HLDGS INC COM Consumer Defensive 609.0 $26K 0.00% +93.0 +18.0% $41.89 +0.7%
175 REGN REGENERON PHARMACEUTICALS COM Healthcare 32.0 $24K 0.00% +7.0 +28.0% $762.72 -16.4%
176 MC MOELIS & CO CL A Financial Services 333.0 $23K 0.00% +7.0 +2.1% $68.77 -4.3%
177 SCCO SOUTHERN COPPER CORP COM Basic Materials 155.0 $22K 0.00% +1.0 +0.7% $143.47 +30.5%
178 LYB LYONDELLBASELL INDUSTRIES N V SHS - A - Basic Materials 396.0 $17K 0.00% +126.0 +46.7% $43.30 +59.7%
179 PRVA PRIVIA HEALTH GROUP INC COM Healthcare 717.0 $17K 0.00% +94.0 +15.1% $23.86 -6.1%
180 FDS FACTSET RESH SYS INC COM Financial Services 59.0 $17K 0.00% +12.0 +25.5% $288.81 -18.7%
Page 9 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%