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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 37 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 166.0 $14K 0.00% $81.94 +2.1%
722 CNC CENTENE CORP DEL COM Healthcare 208.0 $13K 0.00% -2K -91.0% $64.19 +1.3%
723 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 61.0 $13K 0.00% +33.0 +117.9% $218.31 -5.4%
724 ACGL ARCH CAP GROUP LTD ORD Financial Services 137.0 $13K 0.00% +4.0 +3.0% $97.06 +2.4%
725 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 161.0 $13K 0.00% +10.0 +6.6% $82.11 -0.1%
726 UAL UNITED AIRLS HLDGS INC COM Industrials 97.0 $13K 0.00% +84.0 +646.1% $135.99 -16.8%
727 MGK VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF 150.0 $13K 0.00% +120.0 +400.0% $87.91 +1.2%
728 JBL JABIL INC COM Technology 34.0 $13K 0.00% -13.0 -27.7% $385.47 -18.7%
729 BRO BROWN & BROWN INC COM Financial Services 203.0 $13K 0.00% +7.0 +3.6% $64.23 +13.5%
730 FRPT FRESHPET INC COM Consumer Defensive 214.0 $13K 0.00% $60.64 +22.0%
731 CAVA CAVA GROUP INC COM Consumer Cyclical 165.0 $13K 0.00% $78.48 -6.2%
732 GIS GENERAL MLS INC COM Consumer Defensive 369.0 $13K 0.00% -381.0 -50.8% $34.80 +14.9%
733 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 62.0 $13K 0.00% +31.0 +100.0% $205.52 +7.8%
734 FTV FORTIVE CORP COM Technology 208.0 $13K 0.00% -73.0 -26.0% $61.09 -1.7%
735 TDY TELEDYNE TECHNOLOGIES INC COM Technology 19.0 $13K 0.00% +1.0 +5.6% $667.05 -4.6%
736 PCAR PACCAR INC COM Industrials 105.0 $13K 0.00% +29.0 +38.2% $120.07 +9.1%
737 SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 238.0 $12K 0.00% $51.78 +1.2%
738 LYB LYONDELLBASELL INDUSTRIES N V SHS - A - Basic Materials 233.0 $12K 0.00% -163.0 -41.2% $52.65 +28.3%
739 BAX BAXTER INTL INC COM Healthcare 571.0 $12K 0.00% -146.0 -20.4% $21.32 +23.5%
740 IQVIA HLDGS INC COM 63.0 $12K 0.00% -46.0 -42.2% $193.22
Page 37 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%