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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 25 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 DG DOLLAR GEN CORP NEW COM Consumer Defensive 548.0 $63K 0.01% -1K -67.2% $115.11 +7.2%
482 IYM ISHARES U.S. BASIC MATERIALS ETF 350.0 $63K 0.01% $179.53 +8.7%
483 FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ET 605.0 $62K 0.01% $102.84 +0.3%
484 AZO AUTOZONE INC COM Consumer Cyclical 19.0 $60K 0.01% -49.0 -72.1% $3173.74 -6.8%
485 SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF 1,500.0 $60K 0.01% $40.19 +1.1%
486 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 635.0 $60K 0.01% -2K -71.1% $94.93 +10.9%
487 CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF 1,622.0 $60K 0.01% NEW $36.92 +0.0%
488 SHOP SHOPIFY INC CL A Technology 517.0 $59K 0.01% +70.0 +15.7% $114.19 +30.7%
489 VRSK VERISK ANALYTICS INC COM Industrials 326.0 $59K 0.01% +117.0 +56.0% $179.65 +4.4%
490 APP APPLOVIN CORP COM CL A Technology 114.0 $59K 0.01% +103.0 +936.4% $513.44 -40.4%
491 ABNB AIRBNB INC COM CL A Consumer Cyclical 409.0 $59K 0.01% -350.0 -46.1% $143.10 +30.9%
492 HEI HEICO CORP NEW COM Industrials 164.0 $58K 0.01% -63.0 -27.8% $356.19 -0.3%
493 SMLF ISHARES MSCI USA SMALL-CAP MULTIFACTOR ETF 650.0 $58K 0.01% -200.0 -23.5% $89.14 +0.2%
494 BANK AMERICA CORP 7.25CNV PFD L 46.0 $58K 0.01% $1254.50
495 SNA SNAP ON INC COM Industrials 143.0 $58K 0.01% +59.0 +70.2% $402.40 -2.2%
496 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 608.0 $57K 0.01% -105.0 -14.7% $94.57 -1.9%
497 FPF FIRST TR INTER DURATN PFD & IN COM Financial Services 3,175.0 $57K 0.01% $18.05 -2.1%
498 STPZ PIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND 1,070.0 $57K 0.01% NEW $53.34 -1.2%
499 SON SONOCO PRODS CO COM Consumer Cyclical 1,000.0 $56K 0.01% +500.0 +100.0% $56.35 +5.6%
500 VST VISTRA CORP COM Utilities 355.0 $56K 0.01% -167.0 -32.0% $158.63 -14.1%
Page 25 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 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%