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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 20 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 PR PERMIAN RESOURCES CORP CLASS A COM Energy 211.0 $4K -52.0 -19.8% $18.41 +29.6%
382 CRS CARPENTER TECHNOLOGY CORP COM Industrials 6.0 $4K -8.0 -57.1% $643.50 -24.0%
383 SOLV SOLVENTUM CORP COM SHS Healthcare 50.0 $4K -3.0 -5.7% $77.16 +14.8%
384 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 13.0 $4K -213.0 -94.2% $296.08 +12.9%
385 VIRT VIRTU FINL INC CL A Financial Services 65.0 $4K -18.0 -21.7% $59.15 +3.4%
386 STAG STAG INDUSTRIAL INC COM Real Estate 97.0 $4K -8.0 -7.6% $38.06 -4.4%
387 CHKP CHECK POINT SOFTWARE TECH LTD ORD Technology 28.0 $4K -800.0 -96.6% $131.43 -0.8%
388 INCY INCYTE CORP COM Healthcare 32.0 $4K -1K -97.0% $113.38 +12.2%
389 MCO MOODYS CORP COM Financial Services 8.0 $4K -6.0 -42.9% $452.88 +10.1%
390 IVZ INVESCO LTD SHS Financial Services 134.0 $4K -15.0 -10.1% $26.39 +18.8%
391 DASH DOORDASH INC CL A Communication Services 19.0 $3K -22.0 -53.7% $184.00 +20.8%
392 TDW TIDEWATER INC NEW COM Energy 52.0 $3K -21.0 -28.8% $66.60 +44.9%
393 UTI UNIVERSAL TECHNICAL INST INC COM Consumer Defensive 82.0 $3K -86.0 -51.2% $41.35 -44.6%
394 ALB ALBEMARLE CORP COM Basic Materials 25.0 $3K -24.0 -49.0% $135.04 -0.6%
395 RNR RENAISSANCERE HLDGS LTD COM Financial Services 11.0 $3K -1.0 -8.3% $306.27 +5.2%
396 ECG EVERUS CONSTR GROUP COM Industrials 20.0 $3K -730.0 -97.3% $165.60 -24.3%
397 REXR REXFORD INDL RLTY INC COM Real Estate 95.0 $3K -8.0 -7.8% $34.20 +8.3%
398 CENX CENTURY ALUM CO COM Basic Materials 69.0 $3K -24.0 -25.8% $46.65 -7.0%
399 ZETA ZETA GLOBAL HOLDINGS CORP CL A Technology 162.0 $3K -44.0 -21.4% $19.73 +41.2%
400 FAF FIRST AMERN FINL CORP COM Financial Services 46.0 $3K -116.0 -71.6% $68.59 +5.0%
Page 20 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 29.6%
Financial Services 16.4%
Healthcare 12.0%
Industrials 10.9%
Communication Services 7.5%
Consumer Cyclical 7.4%
Consumer Defensive 6.6%
Energy 3.6%
Utilities 3.2%
Basic Materials 1.9%