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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 18 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 VICI VICI PPTYS INC COM Real Estate 358.0 $10K 0.00% -2K -82.1% $26.55 +0.1%
342 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 66.0 $9K 0.00% -1K -93.8% $139.15 -2.9%
343 ONTO ONTO INNOVATION INC COM Technology 23.0 $9K 0.00% -32.0 -58.2% $370.61 -20.8%
344 XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 100.0 $8K 0.00% -1K -90.9% $84.37 +1.7%
345 MC MOELIS & CO CL A Financial Services 134.0 $8K 0.00% -199.0 -59.8% $62.70 +8.9%
346 TDTF FLEXSHARES IBOXX 5-YEAR TARGET DURATION TIPS INDEX FUND 343.0 $8K 0.00% -56.0 -14.0% $23.77 -1.7%
347 PNR PENTAIR PLC SHS Industrials 106.0 $8K 0.00% -22.0 -17.2% $76.66 -15.5%
348 MKSI MKS INC. COM Technology 18.0 $8K 0.00% -16.0 -47.1% $446.17 -37.5%
349 BKR BAKER HUGHES COMPANY CL A Energy 142.0 $8K 0.00% -24.0 -14.5% $55.54 +12.6%
350 KDP KEURIG DR PEPPER INC COM Consumer Defensive 229.0 $7K 0.00% -7.0 -3.0% $32.73 -2.2%
351 VLTO VERALTO CORP COM SHS Industrials 83.0 $7K 0.00% -5.0 -5.7% $88.67 +12.0%
352 AON AON PLC SHS CL A Financial Services 22.0 $7K 0.00% -9.0 -29.0% $332.86 +6.3%
353 ES EVERSOURCE ENERGY COM Utilities 98.0 $7K 0.00% -136.0 -58.1% $72.61 -2.4%
354 MAA MID-AMER APT CMNTYS INC COM Real Estate 47.0 $7K 0.00% -2.0 -4.1% $138.94 -5.4%
355 TECK TECK RESOURCES LTD CL B Basic Materials 112.0 $7K 0.00% -70.0 -38.5% $58.19 +18.3%
356 HAS HASBRO INC COM Consumer Cyclical 78.0 $6K 0.00% -10.0 -11.4% $82.59 +13.4%
357 BUFF INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF 119.0 $6K 0.00% -2.0 -1.6% $52.68 +1.8%
358 CG CARLYLE GROUP INC COM Financial Services 144.0 $6K 0.00% -3.0 -2.0% $42.11 +16.0%
359 MRCY MERCURY SYS INC COM Industrials 55.0 $6K 0.00% -20.0 -26.7% $110.22 -16.3%
360 QQQM INVESCO NASDAQ 100 ETF 20.0 $6K 0.00% -729.0 -97.3% $302.95 -3.1%
Page 18 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%