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Portfolio (Quarterly) Guide ↗

Colonial Trust Co / SC

· CIK 0001954093
13F Portfolio $750M AUM 1,094 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 62 New 227 Added 309 Reduced 56 Exited
Page 2 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LMT LOCKHEED MARTIN CORP COM Industrials 8,329.0 $4.0M 0.54% -488.0 -5.5% $483.67 +10.2%
22 PEP PEPSICO INC COM Consumer Defensive 25,427.0 $3.6M 0.49% -7K -21.5% $143.52 +4.9%
23 PSX PHILLIPS 66 COM Energy 27,794.0 $3.6M 0.48% -3K -9.8% $129.04 +37.7%
24 DIS WALT DISNEY CO Communication Services 30,346.0 $3.5M 0.46% -2K -6.0% $113.77 -9.5%
25 UNH UNITEDHEALTH GROUP INC COM Healthcare 10,383.0 $3.4M 0.46% -747.0 -6.7% $330.09 +17.7%
26 XOM EXXON MOBIL CORP COM Energy 27,585.0 $3.3M 0.44% -332.0 -1.2% $120.34 +28.7%
27 LOW LOWES COS INC COM Consumer Cyclical 12,952.0 $3.1M 0.42% -3K -18.4% $241.15 -10.8%
28 AVGO BROADCOM INC COM Technology 7,986.0 $2.8M 0.37% -1K -11.8% $346.10 +19.7%
29 IWF ISHARES RUSSELL 1000 GROWTH ETF 5,737.0 $2.7M 0.36% -69.0 -1.2% $473.27 -73.6%
30 ECL ECOLAB INC COM Basic Materials 9,724.0 $2.6M 0.34% -113.0 -1.1% $262.52 -3.5%
31 JPMORGAN ULTRA-SHORT INCOME ETF 49,751.0 $2.5M 0.34% -5K -8.4% $50.59
32 RTX RTX CORPORATION COM Industrials 12,613.0 $2.3M 0.31% -2K -16.3% $183.40 -3.5%
33 IBM INTERNATIONAL BUSINESS MACHS COM Technology 7,648.0 $2.3M 0.30% -1K -12.9% $296.19 -14.3%
34 VOT VANGUARD MID-CAP GROWTH INDEX FUND 7,572.0 $2.1M 0.28% -129.0 -1.7% $279.14 +4.3%
35 PM PHILIP MORRIS INTL INC COM Consumer Defensive 12,170.0 $2.0M 0.26% -77.0 -0.6% $160.40 +17.8%
36 EOG EOG RES INC COM Energy 18,191.0 $1.9M 0.26% -1K -5.3% $105.01 +34.5%
37 TFC TRUIST FINL CORP COM Financial Services 36,008.0 $1.8M 0.24% -21K -37.2% $49.21 -1.7%
38 VUG VANGUARD GROWTH INDEX FUND 3,591.0 $1.8M 0.23% -27.0 -0.8% $487.87 -82.1%
39 DE DEERE & CO COM Industrials 3,702.0 $1.7M 0.23% -171.0 -4.4% $465.54 +13.7%
40 BND VANGUARD TOTAL BOND MARKET INDEX FUND 21,645.0 $1.6M 0.21% -290.0 -1.3% $74.07 -1.4%
Page 2 of 16  ·  309 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 26.9%
Financial Services 17.7%
Healthcare 12.0%
Industrials 10.0%
Communication Services 8.4%
Consumer Cyclical 8.2%
Consumer Defensive 7.1%
Energy 4.0%
Utilities 2.9%
Basic Materials 1.9%