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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 2 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC CAP STK CL C Communication Services 25,234.0 $8.9M 1.13% -4K -13.0% $353.33 -3.3%
22 HD HOME DEPOT INC COM Consumer Cyclical 24,131.0 $8.5M 1.08% -246.0 -1.0% $352.69 -2.4%
23 CSCO CISCO SYS INC COM Technology 68,964.0 $8.1M 1.03% +836.0 +1.2% $117.46 -5.9%
24 COST COSTCO WHSL CORP NEW COM Consumer Defensive 8,229.0 $7.7M 0.97% -314.0 -3.7% $935.43 +2.3%
25 META META PLATFORMS INC CL A Communication Services 13,191.0 $7.4M 0.94% -1K -8.7% $563.30 -3.1%
26 WM WASTE MGMT INC DEL COM Industrials 33,006.0 $7.4M 0.93% +627.0 +1.9% $222.88 +1.0%
27 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS Technology 15,378.0 $7.3M 0.93% +3K +23.4% $477.57 -13.7%
28 DUK DUKE ENERGY CORP NEW COM NEW Utilities 57,913.0 $7.3M 0.93% +611.0 +1.1% $126.58 -2.4%
29 UNP UNION PAC CORP COM Industrials 26,284.0 $7.1M 0.91% -2K -6.4% $272.00 +11.0%
30 FLOT ISHARES FLOATING RATE BOND ETF 137,808.0 $7.0M 0.89% +14K +11.7% $51.05 -0.2%
31 ISHARES MSCI INTL QUALITY FACTOR ETF 141,037.0 $7.0M 0.89% +15K +11.7% $49.55
32 ORCL ORACLE CORP COM Technology 47,623.0 $7.0M 0.88% +398.0 +0.8% $146.55 -1.9%
33 TJX TJX COS INC NEW COM Consumer Cyclical 45,526.0 $6.9M 0.87% -978.0 -2.1% $151.50 -4.6%
34 BERKSHIRE HATHAWAY INC DEL CL B NEW 12,942.0 $6.5M 0.82% -2K -12.3% $500.38
35 PG PROCTER AND GAMBLE CO COM Consumer Defensive 44,088.0 $6.5M 0.82% -2K -5.2% $146.64 -1.5%
36 KO COCA COLA CO COM Consumer Defensive 77,325.0 $6.3M 0.80% -3K -3.7% $81.27 +11.2%
37 TXN TEXAS INSTRS INC COM Technology 20,842.0 $6.2M 0.79% -127.0 -0.6% $298.08 -10.3%
38 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 57,995.0 $5.9M 0.75% +2K +2.9% $102.30 -6.0%
39 TT TRANE TECHNOLOGIES PLC SHS Industrials 12,046.0 $5.9M 0.75% -1K -8.1% $491.16 -7.3%
40 CVX CHEVRON CORP NEW COM Energy 35,533.0 $5.9M 0.75% -2K -5.4% $165.76 +24.1%
Page 2 of 57  ·  1,135 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%