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Portfolio (Quarterly) Guide ↗

Colonial Trust Co / SC

· CIK 0001954093
13F Portfolio $750M AUM 1,094 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 62 New 227 Added 309 Reduced 56 Exited
Page 12 of 55  ·  1,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ELV ELEVANCE HEALTH INC Healthcare 944.0 $331K 0.04% -312.0 -24.8% $350.50 +10.7%
222 QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 3,181.0 $325K 0.04% $102.31 +15.7%
223 BN BROOKFIELD ASSET MGMT INC CL A LTD VT SH Financial Services 7,078.0 $325K 0.04% +1K +22.5% $45.89 +0.3%
224 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 1,096.0 $322K 0.04% +27.0 +2.5% $293.45 +6.8%
225 INTU INTUIT COM Technology 485.0 $322K 0.04% +106.0 +28.0% $662.93 -54.1%
226 GPC GENUINE PARTS CO COM Consumer Cyclical 2,571.0 $316K 0.04% -86.0 -3.2% $122.96 -21.1%
227 VMC VULCAN MATLS CO COM Basic Materials 1,073.0 $306K 0.04% -120.0 -10.1% $285.16 -5.7%
228 DHR DANAHER CORPORATION COM Healthcare 1,334.0 $305K 0.04% +216.0 +19.3% $228.92 -24.5%
229 DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF 6,152.0 $296K 0.04% +321.0 +5.5% $48.17 -0.3%
230 SJNK SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF 11,700.0 $296K 0.04% $25.32 -0.9%
231 LIN LINDE PLC SHS Basic Materials 690.0 $294K 0.04% -322.0 -31.8% $426.45 +20.8%
232 SDY SPDR S&P DIVIDEND ETF 2,108.0 $293K 0.04% $139.16 +7.9%
233 IHI ISHARES U.S. MEDICAL DEVICES ETF 4,718.0 $293K 0.04% +454.0 +10.7% $62.15 -19.0%
234 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF Financial Services 590.0 $284K 0.04% $480.57 +5.1%
235 GDX VANECK VECTORS GOLD MINERS ETF 3,300.0 $283K 0.04% -300.0 -8.3% $85.77 +3.1%
236 LRCX LAM RESEARCH CORP COM Technology 1,642.0 $281K 0.04% +137.0 +9.1% $171.23 +88.4%
237 CARR CARRIER GLOBAL CORPORATION COM Industrials 5,288.0 $279K 0.04% +127.0 +2.5% $52.84 +22.8%
238 ROK ROCKWELL AUTOMATION INC COM Industrials 717.0 $279K 0.04% -30.0 -4.0% $389.07 +17.3%
239 MCK MCKESSON CORP COM Healthcare 339.0 $278K 0.04% $819.95 -7.9%
240 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 487.0 $276K 0.04% +133.0 +37.6% $566.76 -23.0%
Page 12 of 55  ·  1,094 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 26.9%
Financial Services 17.7%
Healthcare 12.0%
Industrials 10.0%
Communication Services 8.4%
Consumer Cyclical 8.2%
Consumer Defensive 7.1%
Energy 4.0%
Utilities 2.9%
Basic Materials 1.9%