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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 49 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 CENX CENTURY ALUM CO COM Basic Materials 69.0 $3K -24.0 -25.8% $46.65 -3.6%
962 BMRN BIOMARIN PHARMACEUTICAL INC COM Healthcare 56.0 $3K NEW $57.21 +18.6%
963 POWL POWELL INDS INC COM Industrials 11.0 $3K $290.91 -31.7%
964 ZETA ZETA GLOBAL HOLDINGS CORP CL A Technology 162.0 $3K -44.0 -21.4% $19.73 +39.3%
965 UHS UNIVERSAL HLTH SVCS INC CL B Healthcare 22.0 $3K +21.0 +2100.0% $144.64 +20.7%
966 CE CELANESE CORP DEL COM Basic Materials 69.0 $3K $46.00 +2.4%
967 MDGL MADRIGAL PHARMACEUTICALS INC COM Healthcare 6.0 $3K NEW $527.33 -1.1%
968 CRSP CRISPR THERAPEUTICS AG NAMEN AKT Healthcare 58.0 $3K NEW $54.53 +9.5%
969 FAF FIRST AMERN FINL CORP COM Financial Services 46.0 $3K -116.0 -71.6% $68.59 +5.1%
970 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 33.0 $3K -37.0 -52.9% $95.52 +28.1%
971 TECH BIO-TECHNE CORP COM Healthcare 45.0 $3K +2.0 +4.7% $69.87 +3.5%
972 LAD LITHIA MTRS INC COM Consumer Cyclical 11.0 $3K $284.00 +30.8%
973 WLDN WILLDAN GROUP INC COM Industrials 39.0 $3K +5.0 +14.7% $79.87 +8.4%
974 HCI HCI GROUP INC COM Financial Services 17.0 $3K $181.00 +1.2%
975 SPACE EXPLORATION TECHN CORP CLASS A COM STK 18.0 $3K NEW $170.72
976 CDE COEUR MNG INC COM NEW Basic Materials 186.0 $3K +16.0 +9.4% $16.33 +30.4%
977 GFS GLOBALFOUNDRIES INC ORDINARY SHARES Technology 37.0 $3K NEW $81.81 -42.0%
978 OZK BANK OZK LITTLE ROCK ARK COM Financial Services 58.0 $3K $52.14 -4.9%
979 PATHWARD FINANCIAL INC COM 35.0 $3K +1.0 +2.9% $86.37
980 SEIC SEI INVTS CO COM Financial Services 34.0 $3K $88.00 +24.0%
Page 49 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%