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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 47 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 VNOM VIPER ENERGY PARTNERS LP COM UNT RP INT Energy 91.0 $4K $42.40 +6.2%
922 SOLV SOLVENTUM CORP COM SHS Healthcare 50.0 $4K -3.0 -5.7% $77.16 +14.8%
923 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 44.0 $4K +3.0 +7.3% $87.57 +4.3%
924 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 13.0 $4K -213.0 -94.2% $296.08 +12.9%
925 VIRT VIRTU FINL INC CL A Financial Services 65.0 $4K -18.0 -21.7% $59.15 +3.4%
926 EMO CLEARBRIDGE ENERGY MIDSTREAM O COM Financial Services 76.0 $4K $50.11 +9.0%
927 FR FIRST INDL RLTY TR INC COM Real Estate 62.0 $4K $61.31 +2.1%
928 MD PEDIATRIX MEDICAL GROUP INC COM Healthcare 151.0 $4K +21.0 +16.1% $24.69 +6.2%
929 ALHC ALIGNMENT HEALTHCARE INC COM Healthcare 159.0 $4K NEW $23.26 -44.4%
930 STAG STAG INDUSTRIAL INC COM Real Estate 97.0 $4K -8.0 -7.6% $38.06 -4.4%
931 CHKP CHECK POINT SOFTWARE TECH LTD ORD Technology 28.0 $4K -800.0 -96.6% $131.43 -0.8%
932 POOL POOL CORP COM Industrials 17.0 $4K +13.0 +325.0% $215.59 -11.7%
933 INCY INCYTE CORP COM Healthcare 32.0 $4K -1K -97.0% $113.38 +12.2%
934 MCO MOODYS CORP COM Financial Services 8.0 $4K -6.0 -42.9% $452.88 +10.1%
935 PI IMPINJ INC COM Technology 27.0 $4K NEW $133.30 +19.8%
936 CTRE CARETRUST REIT INC COM Real Estate 88.0 $4K $40.57 -2.0%
937 AMBA AMBARELLA INC SHS Technology 53.0 $4K +2.0 +3.9% $67.02 +8.1%
938 IVZ INVESCO LTD SHS Financial Services 134.0 $4K -15.0 -10.1% $26.39 +18.8%
939 PINNACLE FINL PARTNERS INC COM 35.0 $4K NEW $100.89
940 VRSN VERISIGN INC COM Technology 14.0 $4K $251.57 +10.1%
Page 47 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 29.6%
Financial Services 16.4%
Healthcare 12.0%
Industrials 10.9%
Communication Services 7.5%
Consumer Cyclical 7.4%
Consumer Defensive 6.6%
Energy 3.6%
Utilities 3.2%
Basic Materials 1.9%