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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 38 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 GWRE GUIDEWIRE SOFTWARE INC COM Technology 98.0 $12K 0.00% $123.05 +53.7%
742 DLX DELUXE CORP MEDIUM TERM NTS COM Communication Services 500.0 $12K 0.00% -500.0 -50.0% $23.88 -1.1%
743 BXSL BLACKSTONE SECD LENDING FD COMMON STOCK Financial Services 496.0 $12K 0.00% -15.0 -2.9% $23.71 +4.4%
744 RUM RUM GROUP INC COM CL A Technology 1,850.0 $12K 0.00% $6.34 +42.7%
745 NEWSMAX INC COM SHS CLASS B 1,400.0 $12K 0.00% NEW $8.28
746 SGDM SPROTT GOLD MINERS ETF 180.0 $12K 0.00% NEW $64.12 +33.3%
747 PPL PPL CORP COM Utilities 313.0 $11K 0.00% +7.0 +2.3% $36.35 -5.4%
748 SCCO SOUTHERN COPPER CORP COM Basic Materials 65.0 $11K 0.00% -90.0 -58.1% $174.26 +24.0%
749 EMN EASTMAN CHEM CO COM Basic Materials 169.0 $11K 0.00% -379.0 -69.2% $66.98 +10.6%
750 XES STATE STREET SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF 100.0 $11K 0.00% NEW $113.08 +6.9%
751 TRGP TARGA RES CORP COM Energy 41.0 $11K 0.00% +1.0 +2.5% $273.90 +9.2%
752 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 288.0 $11K 0.00% -3K -91.2% $38.73 +59.8%
753 SAP SAP SE SPON ADR Technology 72.0 $11K 0.00% -181.0 -71.5% $154.90 +41.2%
754 IBKR INTERACTIVE BROKERS GROUP INC COM CL A Financial Services 128.0 $11K 0.00% $87.04 +7.8%
755 WCC WESCO INTL INC COM Industrials 31.0 $11K 0.00% +6.0 +24.0% $345.42 +1.1%
756 JMUB JPMORGAN MUNICIPAL ETF 211.0 $11K 0.00% $50.65 -1.9%
757 FLS FLOWSERVE CORP COM Industrials 144.0 $11K 0.00% +18.0 +14.3% $74.12 +7.1%
758 AVB AVALONBAY CMNTYS INC COM Real Estate 55.0 $11K 0.00% -45.0 -45.0% $193.96 -5.1%
759 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 21.0 $11K 0.00% -32.0 -60.4% $507.86 +7.9%
760 SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF 361.0 $10K 0.00% $29.03 -0.2%
Page 38 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%