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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 12 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 INTU INTUIT COM Technology 336.0 $88K 0.01% -149.0 -30.7% $261.00 +40.6%
222 USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 1,697.0 $87K 0.01% -294.0 -14.8% $51.51 -2.6%
223 BNS BANK NOVA SCOTIA B C COM Financial Services 1,000.0 $87K 0.01% -1K -50.0% $86.84 +0.8%
224 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 1,600.0 $86K 0.01% -3K -65.2% $53.61 +7.2%
225 MKL MARKEL CORP COM Financial Services 43.0 $84K 0.01% -65.0 -60.2% $1953.00 -8.1%
226 SHEL ROYAL DUTCH SHELL PLC SPONS ADR A Energy 1,074.0 $83K 0.01% -209.0 -16.3% $77.53 +20.4%
227 GILD GILEAD SCIENCES INC COM Healthcare 649.0 $82K 0.01% -214.0 -24.8% $126.27 +15.7%
228 XLK TECHNOLOGY SELECT SECTOR SPDR FUND 423.0 $81K 0.01% -25.0 -5.6% $190.52 -3.8%
229 LPLA LPL FINL HLDGS INC COM Financial Services 283.0 $80K 0.01% -419.0 -59.7% $281.23 +28.5%
230 CCI CROWN CASTLE INTL CORP NEW COM Real Estate 1,019.0 $77K 0.01% -884.0 -46.5% $75.73 -0.3%
231 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 1,666.0 $75K 0.01% -1K -45.8% $45.11 +18.5%
232 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 860.0 $74K 0.01% -1K -58.5% $86.09 +17.3%
233 IHI ISHARES U.S. MEDICAL DEVICES ETF 1,455.0 $72K 0.01% -3K -69.2% $49.41 +13.7%
234 JEF JEFFERIES FINL GROUP INC COM Financial Services 1,388.0 $69K 0.01% -1K -46.2% $49.98 +4.7%
235 COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF 1,781.0 $68K 0.01% -341.0 -16.1% $38.25 +3.9%
236 SPG SIMON PPTY GROUP INC NEW COM Real Estate 301.0 $68K 0.01% -15.0 -4.8% $225.78 -3.3%
237 VHT VANGUARD HEALTH CARE INDEX FUND 225.0 $67K 0.01% -539.0 -70.5% $299.01 +9.6%
238 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 1,035.0 $66K 0.01% -121.0 -10.5% $64.01 +16.9%
239 BP BP PLC SPONSORED ADR Energy 1,771.0 $65K 0.01% -1K -39.2% $36.95 +21.1%
240 CPK CHESAPEAKE UTILS CORP COM Utilities 531.0 $65K 0.01% -1K -71.2% $122.48 +9.5%
Page 12 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%