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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 6 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CRSP CRISPR THERAPEUTICS AG NAMEN AKT Healthcare 58.0 $3K NEW $54.53 +9.7%
102 SPACE EXPLORATION TECHN CORP CLASS A COM STK 18.0 $3K NEW $170.72
103 GFS GLOBALFOUNDRIES INC ORDINARY SHARES Technology 37.0 $3K NEW $81.81 -40.6%
104 ALGN ALIGN TECHNOLOGY INC COM Healthcare 18.0 $3K NEW $164.44 -0.9%
105 HR HEALTHCARE TR AMER INC CL A NEW Real Estate 146.0 $3K NEW $20.17 -4.2%
106 KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A Industrials 37.0 $3K NEW $77.86 -10.4%
107 SUI SUN CMNTYS INC COM Real Estate 24.0 $3K NEW $119.92 +1.8%
108 RKT ROCKET COS INC COM CL A Financial Services 182.0 $3K NEW $15.75 -7.1%
109 AR ANTERO RESOURCES CORP COM Energy 81.0 $3K NEW $35.14 +5.5%
110 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 354.0 $3K NEW $7.67 -20.1%
111 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 31.0 $3K NEW $84.58 -6.2%
112 SAM BOSTON BEER INC CL A Consumer Defensive 14.0 $3K NEW $181.86 +2.8%
113 TEAM ATLASSIAN CORPORATION CL A Technology 33.0 $3K NEW $76.73 +127.1%
114 INOD INNODATA INC COM NEW Technology 30.0 $2K NEW $75.70 -17.1%
115 COOK TRAEGER INC COM NEW Consumer Cyclical 1.0 $2K NEW $2247.00 -97.5%
116 GTX GARRETT MOTION INC COM Consumer Cyclical 63.0 $2K NEW $35.22 -22.9%
117 MDB MONGODB INC CL A Technology 7.0 $2K NEW $316.71 +39.1%
118 MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS Financial Services 102.0 $2K NEW $19.98 +7.9%
119 THM INTERNATIONAL TOWER HILL MINES COM Basic Materials 1,000.0 $2K NEW $1.99 +42.2%
120 CARNIVAL CORP PAIRED CTF 67.0 $2K NEW $28.57
Page 6 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%