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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 55 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 ATLANTA BRAVES HLDGS INC COM SER C 14.0 $727.0 $51.93
1082 DLTR DOLLAR TREE INC COM Consumer Defensive 6.0 $726.0 -500.0 -98.8% $121.00 +8.7%
1083 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 8.0 $716.0 +2.0 +33.3% $89.50 -21.6%
1084 GPN GLOBAL PMTS INC COM Industrials 10.0 $711.0 -1K -99.2% $71.10 +31.5%
1085 BALL BALL CORP COM Consumer Cyclical 11.0 $686.0 $62.36 +2.0%
1086 OXY OCCIDENTAL PETE CORP COM Energy 14.0 $680.0 $48.57 +26.2%
1087 HIMS HIMS & HERS HEALTH INC COM CL A Healthcare 20.0 $677.0 +19.0 +1900.0% $33.85 -0.2%
1088 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 23.0 $675.0 +14.0 +155.6% $29.35 +26.9%
1089 BIIB BIOGEN INC COM Healthcare 3.0 $648.0 $216.00 +0.4%
1090 NWSA NEWS CORP NEW CL A Communication Services 25.0 $621.0 -1.0 -3.9% $24.84 +22.3%
1091 LUV SOUTHWEST AIRLS CO COM Industrials 12.0 $617.0 $51.42 -21.5%
1092 BBY BEST BUY INC COM Consumer Cyclical 8.0 $607.0 -23.0 -74.2% $75.88 +13.2%
1093 BXP BXP INC COM Real Estate 9.0 $597.0 +6.0 +200.0% $66.33 +2.0%
1094 EIX EDISON INTL COM Utilities 8.0 $596.0 -50.0 -86.2% $74.50 -3.9%
1095 RVMD REVOLUTION MEDICINES INC COM Healthcare 3.0 $594.0 NEW $198.00 +5.8%
1096 ARE ALEXANDRIA REAL ESTATE EQ INC COM Real Estate 11.0 $581.0 NEW $52.82 +1.3%
1097 CLX CLOROX CO DEL COM Consumer Defensive 6.0 $573.0 -475.0 -98.8% $95.50 +11.7%
1098 MGM MGM RESORTS INTERNATIONAL COM Consumer Cyclical 11.0 $526.0 $47.82 -8.5%
1099 AVY AVERY DENNISON CORP COM Industrials 3.0 $487.0 -184.0 -98.4% $162.33 +13.2%
1100 ERIE ERIE INDTY CO CL A Financial Services 2.0 $480.0 NEW $240.00 +10.4%
Page 55 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 30.1%
Financial Services 16.6%
Healthcare 12.2%
Industrials 11.1%
Consumer Cyclical 7.5%
Consumer Defensive 6.7%
Communication Services 6.0%
Energy 3.6%
Utilities 3.2%
Basic Materials 1.9%