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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 54 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 NOG NORTHERN OIL & GAS INC COM Energy 67.0 $1K $18.15 +48.3%
1062 RL RALPH LAUREN CORP CL A Consumer Cyclical 3.0 $1K $401.33 -7.2%
1063 BNL BROADSTONE NET LEASE INC COM Real Estate 57.0 $1K NEW $21.09 +0.6%
1064 EXR EXTRA SPACE STORAGE INC COM Real Estate 8.0 $1K $145.25 +1.4%
1065 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 10.0 $1K -303.0 -96.8% $114.20 +1.3%
1066 MSCI MSCI INC COM Financial Services 2.0 $1K -13.0 -86.7% $560.00 +1.6%
1067 LCII LCI INDS COM Consumer Cyclical 10.0 $1K +1.0 +11.1% $102.60 +2.8%
1068 NRG NRG ENERGY INC COM NEW Utilities 7.0 $1K $146.00 -21.0%
1069 TXT TEXTRON INC COM Industrials 11.0 $1K $91.73 -8.0%
1070 CVNA CARVANA CO CL A Consumer Cyclical 15.0 $1K +10.0 +200.0% $66.67 +7.4%
1071 A AGILENT TECHNOLOGIES INC COM Healthcare 7.0 $930.0 -149.0 -95.5% $132.86 +17.6%
1072 PODD INSULET CORP COM Healthcare 6.0 $914.0 +5.0 +500.0% $152.33 -3.6%
1073 GL GLOBE LIFE INC COM Financial Services 5.0 $893.0 $178.60 -4.5%
1074 SNOW SNOWFLAKE INC CL A Technology 3.0 $872.0 -5.0 -62.5% $290.67 +10.5%
1075 EL LAUDER ESTEE COS INC CL A Consumer Defensive 11.0 $868.0 -666.0 -98.4% $78.91 +21.8%
1076 KEY KEYCORP COM Financial Services 34.0 $784.0 $23.06 -5.2%
1077 ADSK AUTODESK INC COM Technology 4.0 $778.0 -33.0 -89.2% $194.50 +29.1%
1078 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 10.0 $764.0 -2K -99.5% $76.40 +6.9%
1079 CF CF INDUSTRIES HOLD COM Basic Materials 7.0 $758.0 $108.29 +16.1%
1080 ETH GRAYSCALE ETHEREUM STAKING MINI ETF Financial Services 50.0 $752.0 NEW $15.04 +47.5%
Page 54 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%