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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 51 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 354.0 $3K NEW $7.67 -21.7%
1002 EXLS EXLSERVICE HLDGS INC COM Technology 104.0 $3K +42.0 +67.7% $25.86 +43.3%
1003 OLLI OLLIES BARGAIN OUTLET HLDGS COM Consumer Defensive 35.0 $3K +3.0 +9.4% $76.83 -2.7%
1004 DOW DOW INC COM Basic Materials 97.0 $3K +14.0 +16.9% $27.36 +20.2%
1005 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 8.0 $3K $330.50 -0.3%
1006 LNC LINCOLN NATL CORP IND COM Financial Services 75.0 $3K +10.0 +15.4% $35.23 +19.2%
1007 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 31.0 $3K NEW $84.58 -7.3%
1008 TWLO TWILIO INC CL A Communication Services 13.0 $3K -21.0 -61.8% $200.92 +9.4%
1009 AMCOR PLC COM NEW 60.0 $3K -189.0 -75.9% $43.35
1010 HCA HCA HEALTHCARE INC COM Healthcare 7.0 $3K $371.14 +9.5%
1011 IT GARTNER INC COM Technology 20.0 $3K -38.0 -65.5% $129.35 +49.7%
1012 DAR DARLING INGREDIENTS INC COM Consumer Defensive 47.0 $3K -953.0 -95.3% $54.62 +24.2%
1013 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 29.0 $3K -327.0 -91.8% $87.93 -13.8%
1014 SAM BOSTON BEER INC CL A Consumer Defensive 14.0 $3K NEW $181.86 +4.9%
1015 MICC MAGNUM ICE CREAM CO NV ORD SHS Consumer Defensive 146.0 $3K -1K -87.3% $17.41 +13.4%
1016 NVT NVENT ELEC PLC SHS Industrials 15.0 $3K -36.0 -70.6% $169.40 -8.9%
1017 TEAM ATLASSIAN CORPORATION CL A Technology 33.0 $3K NEW $76.73 +128.0%
1018 FDS FACTSET RESH SYS INC COM Financial Services 11.0 $3K -48.0 -81.4% $227.45 +31.9%
1019 SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 31.0 $2K -9.0 -22.5% $78.06 -1.4%
1020 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 5.0 $2K -67.0 -93.1% $482.60 +10.5%
Page 51 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%