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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 36 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 164.0 $16K 0.00% $96.47 +4.4%
702 EA ELECTRONIC ARTS INC COM Communication Services 77.0 $16K 0.00% -95.0 -55.2% $205.04 +2.3%
703 ULTA ULTA BEAUTY INC COM Consumer Cyclical 35.0 $16K 0.00% $450.97 +15.6%
704 USRT ISHARES CORE U.S. REIT ETF 237.0 $16K 0.00% +3.0 +1.3% $66.45 +1.0%
705 FNF FIDELITY NATL FINL INC COM SHS Financial Services 331.0 $16K 0.00% -6.0 -1.8% $47.16 +0.3%
706 CSGP COSTAR GROUP INC COM Real Estate 544.0 $15K 0.00% -39.0 -6.7% $28.32 +13.9%
707 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 172.0 $15K 0.00% -332.0 -65.9% $88.60 -36.6%
708 EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 158.0 $15K 0.00% $96.44 -1.8%
709 FOXA FOX CORP CL A COM Communication Services 292.0 $15K 0.00% $52.16 +31.4%
710 WAT WATERS CORP COM Healthcare 40.0 $15K 0.00% +28.0 +233.3% $375.30 +9.4%
711 SWKS SKYWORKS SOLUTIONS INC COM Technology 219.0 $15K 0.00% -6.0 -2.7% $67.80 -1.0%
712 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 293.0 $15K 0.00% -175.0 -37.4% $50.42 +9.9%
713 TDVG T. ROWE PRICE DIVIDEND GROWTH ETF 300.0 $15K 0.00% $49.03 +2.3%
714 STIP ISHARES 0-5 YEAR TIPS BOND ETF 143.0 $15K 0.00% -90.0 -38.6% $102.21 -1.3%
715 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 547.0 $15K 0.00% -54.0 -9.0% $26.66 +7.1%
716 FND FLOOR & DECOR HLDGS INC CL A Consumer Cyclical 246.0 $15K 0.00% +3.0 +1.2% $59.26 -8.4%
717 FLO FLOWERS FOODS INC COM Consumer Defensive 1,822.0 $14K 0.00% NEW $7.90 -12.0%
718 CORPAY INC COM SHS 43.0 $14K 0.00% $333.28
719 CBRE CBRE GROUP INC CL A Real Estate 104.0 $14K 0.00% $134.69 +12.9%
720 RGA REINSURANCE GROUP AMER INC COM NEW Financial Services 65.0 $14K 0.00% $212.65 +14.3%
Page 36 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%