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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 7 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 3,602.0 $420K 0.05% -304.0 -7.8% $116.67 +54.2%
122 YUM YUM BRANDS INC COM Consumer Cyclical 2,544.0 $407K 0.05% -65.0 -2.5% $159.87 -4.3%
123 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 4,898.0 $392K 0.05% -111.0 -2.2% $79.97 -0.5%
124 NOW SERVICENOW INC COM Technology 3,905.0 $388K 0.05% -10K -71.1% $99.28 +29.4%
125 PKG PACKAGING CORP AMER COM Consumer Cyclical 1,554.0 $370K 0.05% -126.0 -7.5% $238.28 +6.1%
126 CMCSA COMCAST CORP NEW CL A Communication Services 14,611.0 $359K 0.04% -14K -49.8% $24.55 +9.4%
127 ALL ALLSTATE CORP COM Financial Services 1,496.0 $356K 0.04% -145.0 -8.8% $237.94 +6.7%
128 SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 6,945.0 $350K 0.04% -13K -65.6% $50.39 +3.2%
129 LIN LINDE PLC SHS Basic Materials 674.0 $350K 0.04% -16.0 -2.3% $519.17 -6.1%
130 QLTA ISHARES AAA-A RATED CORPORATE BOND ETF 7,276.0 $346K 0.04% -3K -32.0% $47.52 -2.3%
131 VNQ VANGUARD REAL ESTATE ETF 3,459.0 $334K 0.04% -2K -35.8% $96.43 +2.1%
132 CARR CARRIER GLOBAL CORPORATION COM Industrials 4,510.0 $331K 0.04% -778.0 -14.7% $73.35 -17.7%
133 CAH CARDINAL HEALTH INC COM Healthcare 1,329.0 $316K 0.04% -403.0 -23.3% $237.56 -3.4%
134 LFUS LITTELFUSE INC COM Technology 680.0 $310K 0.04% -65.0 -8.7% $455.33 -9.5%
135 AMP AMERIPRISE FINL INC COM Financial Services 665.0 $305K 0.04% -175.0 -20.8% $458.76 +21.1%
136 AMD ADVANCED MICRO DEVICES INC COM Technology 521.0 $303K 0.04% -52.0 -9.1% $581.15 -18.6%
137 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 3,787.0 $300K 0.04% -5K -56.8% $79.22 +6.4%
138 ZTS ZOETIS INC CL A Healthcare 4,160.0 $299K 0.04% -3K -42.8% $71.86 +8.2%
139 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 5,000.0 $295K 0.04% -400.0 -7.4% $58.92 -4.3%
140 BK BANK NEW YORK MELLON CORP COM Financial Services 2,026.0 $293K 0.04% -50.0 -2.4% $144.61 -0.6%
Page 7 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%