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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 39 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 FSLR FIRST SOLAR INC COM Energy 44.0 $10K 0.00% +2.0 +4.8% $235.95 -9.2%
762 NJR NEW JERSEY RES CORP COM Utilities 185.0 $10K 0.00% -16.0 -8.0% $56.04 -4.5%
763 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 287.0 $10K 0.00% NEW $36.01 +7.6%
764 UCB UNITED CMNTY BKS BLAIRSVLE GA COM Financial Services 292.0 $10K 0.00% $35.09 +1.4%
765 FBIN FORTUNE BRANDS HOME & SEC INC COM Industrials 186.0 $10K 0.00% +91.0 +95.8% $54.90 -18.9%
766 CDW CDW CORP COM Technology 72.0 $10K 0.00% +19.0 +35.9% $141.42 -2.9%
767 EVRG EVERGY INC COM Utilities 117.0 $10K 0.00% +72.0 +160.0% $86.43 -6.4%
768 TER TERADYNE INC COM Technology 21.0 $10K 0.00% +2.0 +10.5% $477.67 -21.3%
769 CBSH COMMERCE BANCSHARES INC COM Financial Services 171.0 $10K 0.00% $57.75 +1.1%
770 OKLO OKLO INC COM CL A Utilities 188.0 $10K 0.00% NEW $52.33 -19.6%
771 ON ON SEMICONDUCTOR CORP COM Technology 104.0 $10K 0.00% +70.0 +205.9% $94.49 -21.5%
772 ONDS ONDAS INC COM NEW Technology 1,250.0 $10K 0.00% $7.83 +11.2%
773 RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 120.0 $10K 0.00% $81.06 +1.1%
774 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 283.0 $10K 0.00% -93.0 -24.7% $33.84 +4.4%
775 IYG ISHARES US FINANCIAL SERVICES ETF 105.0 $10K 0.00% $90.52 +6.8%
776 VICI VICI PPTYS INC COM Real Estate 358.0 $10K 0.00% -2K -82.1% $26.55 -0.2%
777 GLOBUS MED INC CL A 120.0 $9K 0.00% +50.0 +71.4% $78.91
778 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 66.0 $9K 0.00% -1K -93.8% $139.15 -2.5%
779 PCG PG&E CORP COM Utilities 545.0 $9K 0.00% +292.0 +115.4% $16.82 +4.6%
780 KTB KONTOOR BRANDS INC COM Consumer Cyclical 110.0 $9K 0.00% +68.0 +161.9% $83.02 -1.2%
Page 39 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%