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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 48 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 CLS CELESTICA INC COM Technology 10.0 $4K +7.0 +233.3% $351.00 -14.0%
942 SKYW SKYWEST INC COM Industrials 36.0 $4K +9.0 +33.3% $97.36 +3.5%
943 DASH DOORDASH INC CL A Communication Services 19.0 $3K -22.0 -53.7% $184.00 +20.8%
944 TDW TIDEWATER INC NEW COM Energy 52.0 $3K -21.0 -28.8% $66.60 +44.9%
945 OLED UNIVERSAL DISPLAY CORP COM Technology 40.0 $3K +3.0 +8.1% $86.53 -0.0%
946 URBN URBAN OUTFITTERS INC COM Consumer Cyclical 48.0 $3K +3.0 +6.7% $71.69 +1.3%
947 EAT BRINKER INTL INC COM Consumer Cyclical 20.0 $3K +1.0 +5.3% $170.45 +36.8%
948 EVER EVERQUOTE INC COM CL A Communication Services 146.0 $3K +18.0 +14.1% $23.33 +6.8%
949 TNDM TANDEM DIABETES CARE INC COM NEW Healthcare 215.0 $3K +87.0 +68.0% $15.83 +42.6%
950 LITE LUMENTUM HLDGS INC COM Technology 4.0 $3K NEW $850.00 +3.4%
951 UTI UNIVERSAL TECHNICAL INST INC COM Consumer Defensive 82.0 $3K -86.0 -51.2% $41.35 -44.6%
952 CDNS CADENCE DESIGN SYSTEM INC COM Technology 9.0 $3K $375.33 -16.5%
953 ALB ALBEMARLE CORP COM Basic Materials 25.0 $3K -24.0 -49.0% $135.04 -0.6%
954 RNR RENAISSANCERE HLDGS LTD COM Financial Services 11.0 $3K -1.0 -8.3% $306.27 +5.2%
955 ELF E L F BEAUTY INC COM Consumer Defensive 48.0 $3K NEW $69.92 +40.8%
956 AX AXOS FINANCIAL INC COM Financial Services 35.0 $3K $95.80 +0.2%
957 ECG EVERUS CONSTR GROUP COM Industrials 20.0 $3K -730.0 -97.3% $165.60 -24.3%
958 ACAD ACADIA PHARMACEUTICALS INC COM Healthcare 131.0 $3K $25.20 +15.2%
959 REXR REXFORD INDL RLTY INC COM Real Estate 95.0 $3K -8.0 -7.8% $34.20 +8.3%
960 SMTC SEMTECH CORP COM Technology 21.0 $3K NEW $154.14 -19.0%
Page 48 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%