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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 16 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 GDX VANECK VECTORS GOLD MINERS ETF 300.0 $23K 0.00% -3K -90.9% $75.45 +36.3%
302 HPQ HP INC COM Technology 1,018.0 $22K 0.00% -452.0 -30.8% $21.94 +35.4%
303 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 22.0 $21K 0.00% -76.0 -77.5% $977.00 -13.0%
304 SNY SANOFI SPONSORED ADR Healthcare 483.0 $21K 0.00% -2K -81.5% $42.66 +7.5%
305 EPR EPR PPTYS COM SH BEN INT Real Estate 350.0 $20K 0.00% -406.0 -53.7% $58.01 +4.0%
306 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 579.0 $20K 0.00% -198.0 -25.5% $34.00 +8.5%
307 VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 403.0 $19K 0.00% -57.0 -12.4% $46.81 -1.4%
308 REGN REGENERON PHARMACEUTICALS COM Healthcare 29.0 $18K 0.00% -3.0 -9.4% $631.76 +32.0%
309 LNT ALLIANT ENERGY CORP COM Utilities 226.0 $17K 0.00% -352.0 -60.9% $76.15 -10.9%
310 ORI OLD REP INTL CORP COM Financial Services 417.0 $17K 0.00% -13.0 -3.0% $40.92 +1.6%
311 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 206.0 $17K 0.00% -221.0 -51.8% $82.65 -1.9%
312 DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 316.0 $17K 0.00% -79.0 -20.0% $53.54 +2.9%
313 BEN FRANKLIN RESOURCES INC COM Financial Services 500.0 $17K 0.00% -500.0 -50.0% $33.27 +3.1%
314 DFCF DIMENSIONAL CORE FIXED INCOME ETF 378.0 $16K 0.00% -50.0 -11.7% $42.21 -1.8%
315 ARCC ARES CAPITAL CORP COM Financial Services 858.0 $16K 0.00% -28.0 -3.2% $18.53 +7.5%
316 EA ELECTRONIC ARTS INC COM Communication Services 77.0 $16K 0.00% -95.0 -55.2% $205.04 +2.3%
317 FNF FIDELITY NATL FINL INC COM SHS Financial Services 331.0 $16K 0.00% -6.0 -1.8% $47.16 +0.3%
318 CSGP COSTAR GROUP INC COM Real Estate 544.0 $15K 0.00% -39.0 -6.7% $28.32 +13.9%
319 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 172.0 $15K 0.00% -332.0 -65.9% $88.60 -36.6%
320 SWKS SKYWORKS SOLUTIONS INC COM Technology 219.0 $15K 0.00% -6.0 -2.7% $67.80 -1.0%
Page 16 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%