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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 50 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 MELI MERCADOLIBRE INC COM Consumer Cyclical 2.0 $3K -1.0 -33.3% $1489.50 +29.0%
982 GENI GENIUS SPORTS LIMITED SHARES CL A Communication Services 469.0 $3K +79.0 +20.3% $6.34 +25.1%
983 SCI SERVICE CORP INTL COM Consumer Cyclical 39.0 $3K +1.0 +2.6% $75.95 +9.8%
984 ALGN ALIGN TECHNOLOGY INC COM Healthcare 18.0 $3K NEW $164.44 -3.3%
985 AIZ ASSURANT INC COM Financial Services 11.0 $3K -4.0 -26.7% $268.55 +5.0%
986 HR HEALTHCARE TR AMER INC CL A NEW Real Estate 146.0 $3K NEW $20.17 -3.8%
987 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 29.0 $3K -10.0 -25.6% $100.86 -5.7%
988 PAGAYA TECHNOLOGIES LTD CL A NEW 175.0 $3K +51.0 +41.1% $16.63
989 ARRY ARRAY TECHNOLOGIES INC COM SHS Energy 400.0 $3K +34.0 +9.3% $7.24 -34.9%
990 KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A Industrials 37.0 $3K NEW $77.86 -10.9%
991 SUI SUN CMNTYS INC COM Real Estate 24.0 $3K NEW $119.92 +2.0%
992 SAIC SCIENCE APPLICATIONS INTL CORP COM Technology 26.0 $3K $110.42 +14.4%
993 RKT ROCKET COS INC COM CL A Financial Services 182.0 $3K NEW $15.75 -10.7%
994 HLNE HAMILTON LANE INC CL A Financial Services 36.0 $3K +16.0 +80.0% $79.58 +30.8%
995 BLOCK INC CL A 38.0 $3K +11.0 +40.7% $75.21
996 AR ANTERO RESOURCES CORP COM Energy 81.0 $3K NEW $35.14 +7.2%
997 SITE SITEONE LANDSCAPE SUPPLY INC COM Industrials 25.0 $3K +2.0 +8.7% $113.84 -16.0%
998 CPT CAMDEN PPTY TR SH BEN INT Real Estate 25.0 $3K -2.0 -7.4% $112.44 -4.0%
999 TRIP TRIPADVISOR INC COM Consumer Cyclical 200.0 $3K -36.0 -15.2% $14.03 -28.5%
1000 ABG ASBURY AUTOMOTIVE GROUP INC COM Consumer Cyclical 14.0 $3K $198.07 +8.7%
Page 50 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%