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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 19 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 OKTA OKTA INC CL A Technology 42.0 $6K 0.00% -12.0 -22.2% $136.45 -1.0%
362 SOUTH BOW CORP. COM 160.0 $6K 0.00% -100.0 -38.5% $35.24
363 STT STATE STR CORP COM Financial Services 31.0 $5K 0.00% -369.0 -92.2% $166.90 +12.1%
364 VSAT VIASAT INC COM Technology 66.0 $5K 0.00% -52.0 -44.1% $77.09 -3.1%
365 LSCC LATTICE SEMICONDUCTOR CORP COM Technology 33.0 $5K 0.00% -34.0 -50.8% $152.97 -23.1%
366 EFX EQUIFAX INC COM Industrials 32.0 $5K 0.00% -6.0 -15.8% $156.59 +23.0%
367 MTB M & T BK CORP COM Financial Services 21.0 $5K 0.00% -4.0 -16.0% $238.00 +1.0%
368 XMMO INVESCO S&P MIDCAP MOMENTUM ETF 29.0 $5K 0.00% -9.0 -23.7% $168.76 -6.9%
369 VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF 83.0 $5K 0.00% -70.0 -45.8% $58.20 -0.1%
370 BLBD BLUE BIRD CORP COM Consumer Cyclical 61.0 $5K 0.00% -14.0 -18.7% $77.97 -20.6%
371 DOCN DIGITALOCEAN HLDGS INC COM Technology 31.0 $5K 0.00% -44.0 -58.7% $150.87 -23.4%
372 BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR Financial Services 189.0 $5K 0.00% -22.0 -10.4% $24.71 +17.5%
373 UFPI UFP INDUSTRIES INC COM Basic Materials 50.0 $5K 0.00% -697.0 -93.3% $91.14 -2.6%
374 TPR TAPESTRY INC COM Consumer Cyclical 30.0 $4K 0.00% -2.0 -6.2% $146.37 -11.1%
375 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 58.0 $4K 0.00% -56.0 -49.1% $74.98 +1.5%
376 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 32.0 $4K 0.00% -44.0 -57.9% $133.50 +1.9%
377 ACADIAN ASSET MANAGEMENT INC COM 59.0 $4K 0.00% -23.0 -28.1% $70.98
378 KKR KKR & CO INC COM 45.0 $4K 0.00% -30.0 -40.0% $92.51
379 SNEX STONEX GROUP INC COM Financial Services 35.0 $4K 0.00% -4.0 -10.3% $114.80 -40.4%
380 PNW PINNACLE WEST CAP CORP COM Utilities 37.0 $4K 0.00% -5.0 -11.9% $107.59 -9.5%
Page 19 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%