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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 11 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 2,012.0 $114K 0.01% -55.0 -2.7% $56.58 +3.0%
202 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 2,132.0 $112K 0.01% -64.0 -2.9% $52.41 -0.6%
203 CENCORA INC COM 393.0 $111K 0.01% -9.0 -2.2% $282.98
204 NTAP NETAPP INC COM Technology 717.0 $111K 0.01% -591.0 -45.2% $154.76 +24.2%
205 APH AMPHENOL CORP CL A Technology 628.0 $111K 0.01% -10.0 -1.6% $176.35 -11.0%
206 MBB ISHARES MBS ETF 1,156.0 $109K 0.01% -336.0 -22.5% $94.52 -1.5%
207 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 3,405.0 $108K 0.01% -109.0 -3.1% $31.61 +10.7%
208 PHM PULTE GROUP INC COM Consumer Cyclical 784.0 $108K 0.01% -1K -63.5% $137.13 -5.9%
209 FISV FISERV INC COM Technology 2,147.0 $105K 0.01% -21.0 -1.0% $49.05 +7.2%
210 TD TORONTO DOMINION BK ONT COM NEW Financial Services 867.0 $105K 0.01% -522.0 -37.6% $121.40 -3.5%
211 GNRC GENERAC HLDGS INC COM Industrials 341.0 $100K 0.01% -1K -74.6% $292.81 -29.7%
212 PWR QUANTA SVCS INC COM Industrials 135.0 $97K 0.01% -22.0 -14.0% $720.67 -11.3%
213 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 1,208.0 $97K 0.01% -129.0 -9.7% $80.36 +17.7%
214 WTRG ESSENTIAL UTILS INC COM Utilities 2,490.0 $95K 0.01% -215.0 -8.0% $38.31 +4.9%
215 SLB SLB LIMITED COM STK Energy 2,020.0 $94K 0.01% -2K -48.0% $46.49 +15.9%
216 SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 2,200.0 $93K 0.01% -120.0 -5.2% $42.41 -0.4%
217 RELX RELX PLC SPONSORED ADR Communication Services 2,915.0 $92K 0.01% -235.0 -7.5% $31.67 +13.4%
218 VLO VALERO ENERGY CORP COM Energy 349.0 $91K 0.01% -214.0 -38.0% $260.44 +33.9%
219 BIPC BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A Utilities 2,310.0 $89K 0.01% -200.0 -8.0% $38.50 +2.7%
220 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 645.0 $88K 0.01% -418.0 -39.3% $136.95 +33.0%
Page 11 of 23  ·  453 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%