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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 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NWS NEWS CORP NEW CL B Communication Services 64.0 $2K NEW $28.06 +19.5%
122 BE BLOOM ENERGY CORP COM CL A Industrials 5.0 $2K NEW $316.60 -34.7%
123 CRH PLC ORD 13.0 $1K NEW $107.00
124 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 20.0 $1K NEW $67.95 -6.3%
125 ETHE GRAYSCALE ETHEREUM STAKING ETF Financial Services 100.0 $1K NEW $12.76 +32.7%
126 BNL BROADSTONE NET LEASE INC COM Real Estate 57.0 $1K NEW $21.09 +0.3%
127 ETH GRAYSCALE ETHEREUM STAKING MINI ETF Financial Services 50.0 $752.0 NEW $15.04 +33.4%
128 RVMD REVOLUTION MEDICINES INC COM Healthcare 3.0 $594.0 NEW $198.00 +8.4%
129 ARE ALEXANDRIA REAL ESTATE EQ INC COM Real Estate 11.0 $581.0 NEW $52.82 -4.3%
130 ERIE ERIE INDTY CO CL A Financial Services 2.0 $480.0 NEW $240.00 +11.4%
131 CEREBRAS SYSTEMS INC COM CL A 2.0 $470.0 NEW $235.00
132 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 11.0 $419.0 NEW $38.09 +7.8%
133 RBLX ROBLOX CORP CL A Technology 6.0 $312.0 NEW $52.00 -25.6%
134 BALI ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF 6.0 $203.0 NEW $33.83 +3.1%
135 DIHP DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF 1.0 $34.0 NEW $34.00 +4.6%
Page 7 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%