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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 22 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 INSM INSMED INC COM PAR $.01 Healthcare 19.0 $2K -10.0 -34.5% $105.11 +19.0%
422 TRMB TRIMBLE INC COM Technology 35.0 $2K -24.0 -40.7% $51.31 +16.3%
423 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 7.0 $2K -8.0 -53.3% $250.00 -3.9%
424 AXON AXON ENTERPRISE INC COM Industrials 3.0 $2K -1.0 -25.0% $560.67 +9.6%
425 TROW PRICE T ROWE GROUP INC COM Financial Services 14.0 $2K -2K -99.1% $113.71 -1.3%
426 ALC ALCON AG ORD SHS Healthcare 23.0 $2K -134.0 -85.3% $67.09 +8.7%
427 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 7.0 $1K -2.0 -22.2% $179.86 -3.9%
428 ILMN ILLUMINA INC COM Healthcare 7.0 $1K -66.0 -90.4% $174.43 +22.3%
429 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 10.0 $1K -303.0 -96.8% $114.20 +1.3%
430 MSCI MSCI INC COM Financial Services 2.0 $1K -13.0 -86.7% $560.00 +1.6%
431 A AGILENT TECHNOLOGIES INC COM Healthcare 7.0 $930.0 -149.0 -95.5% $132.86 +17.6%
432 SNOW SNOWFLAKE INC CL A Technology 3.0 $872.0 -5.0 -62.5% $290.67 +10.5%
433 EL LAUDER ESTEE COS INC CL A Consumer Defensive 11.0 $868.0 -666.0 -98.4% $78.91 +21.8%
434 ADSK AUTODESK INC COM Technology 4.0 $778.0 -33.0 -89.2% $194.50 +29.1%
435 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 10.0 $764.0 -2K -99.5% $76.40 +6.9%
436 DLTR DOLLAR TREE INC COM Consumer Defensive 6.0 $726.0 -500.0 -98.8% $121.00 +6.2%
437 GPN GLOBAL PMTS INC COM Industrials 10.0 $711.0 -1K -99.2% $71.10 +29.8%
438 NWSA NEWS CORP NEW CL A Communication Services 25.0 $621.0 -1.0 -3.9% $24.84 +19.4%
439 BBY BEST BUY INC COM Consumer Cyclical 8.0 $607.0 -23.0 -74.2% $75.88 +13.0%
440 EIX EDISON INTL COM Utilities 8.0 $596.0 -50.0 -86.2% $74.50 +0.2%
Page 22 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%