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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 17 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 293.0 $15K 0.00% -175.0 -37.4% $50.42 +9.9%
322 STIP ISHARES 0-5 YEAR TIPS BOND ETF 143.0 $15K 0.00% -90.0 -38.6% $102.21 -1.3%
323 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 547.0 $15K 0.00% -54.0 -9.0% $26.66 +7.1%
324 CNC CENTENE CORP DEL COM Healthcare 208.0 $13K 0.00% -2K -91.0% $64.19 +1.3%
325 JBL JABIL INC COM Technology 34.0 $13K 0.00% -13.0 -27.7% $385.47 -18.7%
326 GIS GENERAL MLS INC COM Consumer Defensive 369.0 $13K 0.00% -381.0 -50.8% $34.80 +14.9%
327 FTV FORTIVE CORP COM Technology 208.0 $13K 0.00% -73.0 -26.0% $61.09 -1.7%
328 LYB LYONDELLBASELL INDUSTRIES N V SHS - A - Basic Materials 233.0 $12K 0.00% -163.0 -41.2% $52.65 +28.3%
329 BAX BAXTER INTL INC COM Healthcare 571.0 $12K 0.00% -146.0 -20.4% $21.32 +23.5%
330 IQVIA HLDGS INC COM 63.0 $12K 0.00% -46.0 -42.2% $193.22
331 DLX DELUXE CORP MEDIUM TERM NTS COM Communication Services 500.0 $12K 0.00% -500.0 -50.0% $23.88 -1.1%
332 BXSL BLACKSTONE SECD LENDING FD COMMON STOCK Financial Services 496.0 $12K 0.00% -15.0 -2.9% $23.71 +4.4%
333 SCCO SOUTHERN COPPER CORP COM Basic Materials 65.0 $11K 0.00% -90.0 -58.1% $174.26 +24.0%
334 EMN EASTMAN CHEM CO COM Basic Materials 169.0 $11K 0.00% -379.0 -69.2% $66.98 +10.6%
335 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 288.0 $11K 0.00% -3K -91.2% $38.73 +59.8%
336 SAP SAP SE SPON ADR Technology 72.0 $11K 0.00% -181.0 -71.5% $154.90 +41.2%
337 AVB AVALONBAY CMNTYS INC COM Real Estate 55.0 $11K 0.00% -45.0 -45.0% $193.96 -5.1%
338 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 21.0 $11K 0.00% -32.0 -60.4% $507.86 +7.9%
339 NJR NEW JERSEY RES CORP COM Utilities 185.0 $10K 0.00% -16.0 -8.0% $56.04 -4.5%
340 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 283.0 $10K 0.00% -93.0 -24.7% $33.84 +4.4%
Page 17 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%