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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 9 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NET CLOUDFLARE INC CL A COM Technology 129.0 $32K 0.00% +114.0 +760.0% $245.67 +19.3%
162 DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF 1,091.0 $32K 0.00% +139.0 +14.6% $28.97 +1.7%
163 BBRE JPMORGAN BETABUILDERS MSCI US REIT ETF 286.0 $31K 0.00% +3.0 +1.1% $109.10 -0.6%
164 BLV VANGUARD BD. IND. FDS. - LONG TERM BOND INDEX FUND 436.0 $30K 0.00% +8.0 +1.9% $69.67 -5.5%
165 HRI HERC HLDGS INC COM Industrials 209.0 $30K 0.00% +2.0 +1.0% $143.17 +13.1%
166 SCHA SCHWAB U.S. SMALL-CAP ETF 825.0 $30K 0.00% +613.0 +289.1% $36.13 -3.6%
167 GWW WW GRAINGER INC COM Industrials 20.0 $28K 0.00% +5.0 +33.3% $1387.60 -5.4%
168 JKHY HENRY JACK & ASSOC INC COM Technology 187.0 $26K 0.00% +12.0 +6.9% $137.60 +20.8%
169 EQT EQT CORP COM Energy 472.0 $25K 0.00% +21.0 +4.7% $53.20 +1.0%
170 GEN GEN DIGITAL INC COM Technology 972.0 $24K 0.00% +23.0 +2.4% $24.89 +16.2%
171 FICO FAIR ISAAC CORP COM Technology 20.0 $23K 0.00% +3.0 +17.6% $1150.00 +2.0%
172 HLN HALEON PLC SPON ADS Healthcare 2,290.0 $21K 0.00% +459.0 +25.1% $9.33 +7.2%
173 DTE DTE ENERGY CO COM Utilities 129.0 $20K 0.00% +61.0 +89.7% $152.87 -11.5%
174 TKO TKO GROUP HOLDINGS INC CL A Communication Services 95.0 $19K 0.00% +29.0 +43.9% $201.60 -4.2%
175 LEN LENNAR CORP CL A Consumer Cyclical 209.0 $19K 0.00% +9.0 +4.5% $90.49 -3.8%
176 AEE AMEREN CORP COM Utilities 166.0 $19K 0.00% +160.0 +2666.7% $113.04 -6.1%
177 DAL DELTA AIR LINES INC DEL COM NEW Industrials 171.0 $16K 0.00% +21.0 +14.0% $93.53 -11.9%
178 USRT ISHARES CORE U.S. REIT ETF 237.0 $16K 0.00% +3.0 +1.3% $66.45 +1.0%
179 WAT WATERS CORP COM Healthcare 40.0 $15K 0.00% +28.0 +233.3% $375.30 +9.4%
180 FND FLOOR & DECOR HLDGS INC CL A Consumer Cyclical 246.0 $15K 0.00% +3.0 +1.2% $59.26 -8.4%
Page 9 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%