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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 23 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CLX CLOROX CO DEL COM Consumer Defensive 6.0 $573.0 -475.0 -98.8% $95.50 +12.4%
442 AVY AVERY DENNISON CORP COM Industrials 3.0 $487.0 -184.0 -98.4% $162.33 +12.3%
443 IRM IRON MTN INC DEL COM Real Estate 3.0 $379.0 -6.0 -66.7% $126.33 -2.3%
444 SBAC SBA COMMUNICATIONS CORP CL A Real Estate 2.0 $368.0 -502.0 -99.6% $184.00 -1.4%
445 LEIDOS HOLDINGS INC COM 3.0 $309.0 -34.0 -91.9% $103.00
446 BROWN FORMAN CORP CL B 11.0 $293.0 -350.0 -97.0% $26.64
447 SWK STANLEY BLACK & DECKER INC COM Industrials 3.0 $282.0 -327.0 -99.1% $94.00 +4.9%
448 NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS Consumer Cyclical 9.0 $190.0 -33.0 -78.6% $21.11 -22.2%
449 FG F&G ANNUITIES & LIFE INC COMMON STOCK Financial Services 7.0 $189.0 -11.0 -61.1% $27.00 -17.6%
450 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 3.0 $124.0 -1K -99.8% $41.33 +18.0%
451 BFAM BRIGHT HORIZONS FAM SOL IN DEL COM Consumer Cyclical 1.0 $91.0 -32.0 -97.0% $91.00 -19.2%
452 PULS PGIM ULTRA SHORT BOND ETF 1.0 $65.0 -238.0 -99.6% $65.00 -23.6%
453 SOURCE CAPITAL COM SHS OF BEN I $4.0 -100.0%
Page 23 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%