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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 5 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RTO RENTOKIL INITIAL PLC SPONSORED ADR Industrials 169.0 $5K 0.00% NEW $28.78 -18.2%
82 EQX EQUINOX GOLD CORP COM Basic Materials 500.0 $5K 0.00% NEW $9.72 +30.2%
83 MRVL MARVELL TECHNOLOGY INC COM Technology 15.0 $5K 0.00% NEW $307.20 -22.8%
84 BELFB BEL FUSE INC CL B Technology 14.0 $5K 0.00% NEW $323.43 -18.4%
85 HII HUNTINGTON INGALLS INDS INC COM Industrials 16.0 $4K 0.00% NEW $279.88 +11.4%
86 CVLT COMMVAULT SYS INC COM Technology 31.0 $4K 0.00% NEW $141.74 -3.1%
87 IMMUNITYBIO INC COM 500.0 $4K 0.00% NEW $8.71
88 VRT VERTIV HOLDINGS CO COM CL A Industrials 13.0 $4K 0.00% NEW $325.15 -19.7%
89 ASH ASHLAND INC COM Basic Materials 63.0 $4K 0.00% NEW $65.89 +10.0%
90 HUN HUNTSMAN CORP COM Basic Materials 369.0 $4K 0.00% NEW $10.95 -7.0%
91 PHIN PHINIA INC COMMON STOCK Consumer Cyclical 48.0 $4K 0.00% NEW $82.38 -11.0%
92 SPXX NUVEEN S&P 500 DYNAMIC OVERWRI COM Financial Services 213.0 $4K NEW $18.21 +5.2%
93 ALHC ALIGNMENT HEALTHCARE INC COM Healthcare 159.0 $4K NEW $23.26 -45.1%
94 PI IMPINJ INC COM Technology 27.0 $4K NEW $133.30 +23.8%
95 PINNACLE FINL PARTNERS INC COM 35.0 $4K NEW $100.89
96 LITE LUMENTUM HLDGS INC COM Technology 4.0 $3K NEW $850.00 -2.6%
97 ELF E L F BEAUTY INC COM Consumer Defensive 48.0 $3K NEW $69.92 +42.5%
98 SMTC SEMTECH CORP COM Technology 21.0 $3K NEW $154.14 -18.7%
99 BMRN BIOMARIN PHARMACEUTICAL INC COM Healthcare 56.0 $3K NEW $57.21 +21.2%
100 MDGL MADRIGAL PHARMACEUTICALS INC COM Healthcare 6.0 $3K NEW $527.33 +2.4%
Page 5 of 7  ·  135 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%