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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 53 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 KIM KIMCO REALTY CORP COM Real Estate 73.0 $2K +60.0 +461.5% $25.89 -6.7%
1042 NWS NEWS CORP NEW CL B Communication Services 64.0 $2K NEW $28.06 +20.4%
1043 TRMB TRIMBLE INC COM Technology 35.0 $2K -24.0 -40.7% $51.31 +16.3%
1044 FANG DIAMONDBACK ENERGY INC COM Energy 10.0 $2K $175.80 +20.0%
1045 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 7.0 $2K -8.0 -53.3% $250.00 -3.9%
1046 AXON AXON ENTERPRISE INC COM Industrials 3.0 $2K -1.0 -25.0% $560.67 +9.6%
1047 STLD STEEL DYNAMICS INC COM Basic Materials 7.0 $2K $229.43 -4.5%
1048 TROW PRICE T ROWE GROUP INC COM Financial Services 14.0 $2K -2K -99.1% $113.71 -1.3%
1049 CRL CHARLES RIV LABS INTL INC COM Healthcare 7.0 $2K $226.86 +28.5%
1050 BE BLOOM ENERGY CORP COM CL A Industrials 5.0 $2K NEW $316.60 -36.0%
1051 ALC ALCON AG ORD SHS Healthcare 23.0 $2K -134.0 -85.3% $67.09 +8.7%
1052 NTRS NORTHERN TR CORP COM Financial Services 8.0 $1K +4.0 +100.0% $173.88 +5.0%
1053 CRH PLC ORD 13.0 $1K NEW $107.00
1054 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 20.0 $1K NEW $67.95 -6.3%
1055 MTD METTLER TOLEDO INTERNATIONAL COM Healthcare 1.0 $1K $1278.00 +9.0%
1056 ETHE GRAYSCALE ETHEREUM STAKING ETF Financial Services 100.0 $1K NEW $12.76 +46.8%
1057 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 7.0 $1K -2.0 -22.2% $179.86 -3.9%
1058 CNP CENTERPOINT ENERGY INC COM Utilities 28.0 $1K $44.04 -8.7%
1059 ILMN ILLUMINA INC COM Healthcare 7.0 $1K -66.0 -90.4% $174.43 +22.3%
1060 ED CONSOLIDATED EDISON INC COM Utilities 11.0 $1K $110.64 -2.1%
Page 53 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%