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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 13 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 525.0 $65K 0.01% -114.0 -17.8% $123.11 +31.0%
242 MRSH MARSH & MCLENNAN COS INC COM Financial Services 386.0 $64K 0.01% -174.0 -31.1% $166.64 +15.2%
243 FREL FIDELITY MSCI REAL ESTATE INDEX ETF 2,194.0 $64K 0.01% -50.0 -2.2% $29.30 +2.0%
244 DG DOLLAR GEN CORP NEW COM Consumer Defensive 548.0 $63K 0.01% -1K -67.2% $115.11 +7.2%
245 AZO AUTOZONE INC COM Consumer Cyclical 19.0 $60K 0.01% -49.0 -72.1% $3173.74 -6.8%
246 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 635.0 $60K 0.01% -2K -71.1% $94.93 +10.9%
247 ABNB AIRBNB INC COM CL A Consumer Cyclical 409.0 $59K 0.01% -350.0 -46.1% $143.10 +30.9%
248 HEI HEICO CORP NEW COM Industrials 164.0 $58K 0.01% -63.0 -27.8% $356.19 -0.3%
249 SMLF ISHARES MSCI USA SMALL-CAP MULTIFACTOR ETF 650.0 $58K 0.01% -200.0 -23.5% $89.14 +0.2%
250 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 608.0 $57K 0.01% -105.0 -14.7% $94.57 -1.9%
251 VST VISTRA CORP COM Utilities 355.0 $56K 0.01% -167.0 -32.0% $158.63 -14.1%
252 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 1,500.0 $54K 0.01% -2K -57.1% $36.26 +2.0%
253 FCX FREEPORT-MCMORAN INC CL B Basic Materials 840.0 $53K 0.01% -75.0 -8.2% $62.88 +21.9%
254 GSK GLAXOSMITHKLINE PLC SPONSORED ADR Healthcare 1,000.0 $52K 0.01% -7K -87.5% $52.42 -0.0%
255 UGI UGI CORP NEW COM Utilities 1,500.0 $52K 0.01% -500.0 -25.0% $34.54 +8.8%
256 ATO ATMOS ENERGY CORP COM Utilities 289.0 $50K 0.01% -11.0 -3.7% $172.27 -3.1%
257 PYPL PAYPAL HLDGS INC COM Financial Services 1,143.0 $49K 0.01% -2K -67.9% $43.18 +42.5%
258 PTLC PACER TRENDPILOT US LARGE CAP ETF 854.0 $49K 0.01% -73.0 -7.9% $57.79 +3.3%
259 SBUX STARBUCKS CORP COM Consumer Cyclical 478.0 $49K 0.01% -582.0 -54.9% $102.29 +4.7%
260 VGIT VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF 806.0 $48K 0.01% -51.0 -6.0% $58.98 -1.1%
Page 13 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%