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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 21 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 33.0 $3K -37.0 -52.9% $95.52 +36.7%
402 MELI MERCADOLIBRE INC COM Consumer Cyclical 2.0 $3K -1.0 -33.3% $1489.50 +29.0%
403 AIZ ASSURANT INC COM Financial Services 11.0 $3K -4.0 -26.7% $268.55 +5.0%
404 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 29.0 $3K -10.0 -25.6% $100.86 -5.7%
405 CPT CAMDEN PPTY TR SH BEN INT Real Estate 25.0 $3K -2.0 -7.4% $112.44 -4.0%
406 TRIP TRIPADVISOR INC COM Consumer Cyclical 200.0 $3K -36.0 -15.2% $14.03 -28.5%
407 TWLO TWILIO INC CL A Communication Services 13.0 $3K -21.0 -61.8% $200.92 +9.4%
408 AMCOR PLC COM NEW 60.0 $3K -189.0 -75.9% $43.35
409 IT GARTNER INC COM Technology 20.0 $3K -38.0 -65.5% $129.35 +49.7%
410 DAR DARLING INGREDIENTS INC COM Consumer Defensive 47.0 $3K -953.0 -95.3% $54.62 +24.2%
411 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 29.0 $3K -327.0 -91.8% $87.93 -13.8%
412 MICC MAGNUM ICE CREAM CO NV ORD SHS Consumer Defensive 146.0 $3K -1K -87.3% $17.41 +13.4%
413 NVT NVENT ELEC PLC SHS Industrials 15.0 $3K -36.0 -70.6% $169.40 -8.9%
414 FDS FACTSET RESH SYS INC COM Financial Services 11.0 $3K -48.0 -81.4% $227.45 +31.9%
415 SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 31.0 $2K -9.0 -22.5% $78.06 -1.4%
416 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 5.0 $2K -67.0 -93.1% $482.60 +10.5%
417 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 27.0 $2K -11.0 -28.9% $83.00 -2.9%
418 HDB HDFC BANK LTD SPONSORED ADS Financial Services 86.0 $2K -6.0 -6.5% $25.91 -9.9%
419 ANF ABERCROMBIE & FITCH CO CL A Consumer Cyclical 25.0 $2K -1.0 -3.9% $89.08 +17.9%
420 WDAY WORKDAY INC CL A Technology 17.0 $2K -263.0 -93.9% $125.06 +57.8%
Page 21 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%