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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 4 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWD ISHARES RUSSELL 1000 VALUE ETF 6,391.0 $1.5M 0.20% -504.0 -7.3% $242.41 +6.1%
62 CCJ CAMECO CORP COM Energy 13,622.0 $1.4M 0.18% -861.0 -5.9% $101.86 +0.6%
63 EFA ISHARES MSCI EAFE ETF 11,628.0 $1.2M 0.15% -659.0 -5.4% $103.88 +4.2%
64 MCD MCDONALDS CORP COM Consumer Cyclical 4,106.0 $1.1M 0.14% -676.0 -14.1% $270.28 +0.2%
65 NKE NIKE INC CL B Consumer Cyclical 25,100.0 $1.0M 0.13% -6K -18.9% $41.05 -0.7%
66 QQQ INVESCO QQQ TRUST Financial Services 1,394.0 $1.0M 0.13% -490.0 -26.0% $736.20 -3.1%
67 GLW CORNING INC COM Technology 4,006.0 $1.0M 0.13% -2K -28.5% $255.41 -41.4%
68 AMGN AMGEN INC COM Healthcare 2,732.0 $989K 0.12% -166.0 -5.7% $362.11 +21.3%
69 CI CIGNA CORP NEW COM Healthcare 3,535.0 $975K 0.12% -366.0 -9.4% $275.68 +0.7%
70 VZ VERIZON COMMUNICATIONS INC COM Communication Services 22,490.0 $952K 0.12% -4K -14.8% $42.34 +16.8%
71 CSX CSX CORP COM Industrials 19,640.0 $933K 0.12% -614.0 -3.0% $47.53 +8.5%
72 MRK MERCK & CO. INC COM Healthcare 6,995.0 $899K 0.11% -3K -31.0% $128.50 +18.7%
73 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 16,272.0 $895K 0.11% -490.0 -2.9% $55.01 +4.4%
74 C CITIGROUP INC COM NEW Financial Services 6,381.0 $893K 0.11% -460.0 -6.7% $139.95 -5.9%
75 VOE VANGUARD MID-CAP VALUE INDEX FUND 4,518.0 $893K 0.11% -106.0 -2.3% $197.60 +5.6%
76 BLK BLACKROCK INC COM Financial Services 921.0 $886K 0.11% -194.0 -17.4% $961.77 +20.3%
77 VOO VANGUARD S&P 500 ETF 1,257.0 $863K 0.11% -43.0 -3.3% $686.81 +2.5%
78 SPGI S&P GLOBAL INC COM Financial Services 2,049.0 $835K 0.11% -135.0 -6.2% $407.30 +5.9%
79 RY ROYAL BK CDA COM Financial Services 4,000.0 $828K 0.10% -274.0 -6.4% $206.98 -0.8%
80 PNC PNC FINL SVCS GROUP INC COM Financial Services 3,226.0 $794K 0.10% -148.0 -4.4% $246.23 -1.3%
Page 4 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 30.1%
Financial Services 16.6%
Healthcare 12.2%
Industrials 11.1%
Consumer Cyclical 7.5%
Consumer Defensive 6.7%
Communication Services 6.0%
Energy 3.6%
Utilities 3.2%
Basic Materials 1.9%