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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 43 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 SAIA SAIA INC COM Industrials 13.0 $6K 0.00% +1.0 +8.3% $431.23 -16.0%
842 THO THOR INDS INC COM Consumer Cyclical 74.0 $6K 0.00% +2.0 +2.8% $75.53 +5.2%
843 AKAM AKAMAI TECHNOLOGIES INC COM Technology 47.0 $6K 0.00% +10.0 +27.0% $117.47 -6.0%
844 KBH KB HOME COM Consumer Cyclical 88.0 $6K 0.00% $62.59 -11.5%
845 HALO HALOZYME THERAPEUTICS INC COM Healthcare 70.0 $5K 0.00% +9.0 +14.8% $78.27 +38.2%
846 SPXC SPX TECHNOLOGIES INC COM Industrials 23.0 $5K 0.00% +4.0 +21.1% $238.22 -13.0%
847 UNM UNUM GROUP COM Financial Services 59.0 $5K 0.00% NEW $92.73 -5.3%
848 TTMI TTM TECHNOLOGIES INC COM Technology 29.0 $5K 0.00% NEW $188.52 -41.4%
849 SKT TANGER INC COM Real Estate 136.0 $5K 0.00% +61.0 +81.3% $40.02 -4.5%
850 RMBS RAMBUS INC DEL COM Technology 41.0 $5K 0.00% +1.0 +2.5% $132.73 -31.3%
851 MMS MAXIMUS INC COM Industrials 100.0 $5K 0.00% $53.76 +8.3%
852 FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 299.0 $5K 0.00% $17.92 -1.4%
853 LII LENNOX INTL INC COM Industrials 9.0 $5K 0.00% +1.0 +12.5% $581.44 -30.7%
854 AMN AMN HEALTHCARE SVCS INC COM Healthcare 161.0 $5K 0.00% NEW $32.38 +6.4%
855 AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A Healthcare 301.0 $5K 0.00% $17.29 +3.6%
856 KRYS KRYSTAL BIOTECH INC COM Healthcare 14.0 $5K 0.00% NEW $371.64 -6.7%
857 FITB FIFTH THIRD BANCORP COM Financial Services 92.0 $5K 0.00% +42.0 +84.0% $56.51 -3.0%
858 STT STATE STR CORP COM Financial Services 31.0 $5K 0.00% -369.0 -92.2% $166.90 +12.1%
859 SMURFIT WESTROCK PLC SHS 111.0 $5K 0.00% +12.0 +12.1% $46.26
860 MSA MSA SAFETY INC COM Industrials 29.0 $5K 0.00% +6.0 +26.1% $176.41 +7.4%
Page 43 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%