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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 56 of 57  ·  1,135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 ASIX ADVANSIX INC COM Basic Materials 24.0 $477.0 $19.88 -14.1%
1102 CEREBRAS SYSTEMS INC COM CL A 2.0 $470.0 NEW $235.00
1103 IEX IDEX CORP COM Industrials 2.0 $454.0 $227.00 +3.3%
1104 FTRE FORTREA HLDGS INC COMMON STOCK Healthcare 25.0 $435.0 $17.40 +2.8%
1105 NI NISOURCE INC COM Utilities 9.0 $425.0 $47.22 -12.1%
1106 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 11.0 $419.0 NEW $38.09 +5.9%
1107 OGN ORGANON & CO COMMON STOCK Healthcare 30.0 $406.0 $13.53 +1.2%
1108 IRM IRON MTN INC DEL COM Real Estate 3.0 $379.0 -6.0 -66.7% $126.33 -3.4%
1109 SBAC SBA COMMUNICATIONS CORP CL A Real Estate 2.0 $368.0 -502.0 -99.6% $184.00 -1.5%
1110 TSN TYSON FOODS INC CL A Consumer Defensive 6.0 $345.0 $57.50 +1.8%
1111 BUNGE GLOBAL SA COM SHS 3.0 $320.0 $106.67
1112 RBLX ROBLOX CORP CL A Technology 6.0 $312.0 NEW $52.00 -25.9%
1113 LEIDOS HOLDINGS INC COM 3.0 $309.0 -34.0 -91.9% $103.00
1114 AVNS AVANOS MED INC COM Healthcare 12.0 $299.0 $24.92 +0.3%
1115 DECK DECKERS OUTDOOR CORP COM Consumer Cyclical 3.0 $298.0 $99.33 -9.3%
1116 BROWN FORMAN CORP CL B 11.0 $293.0 -350.0 -97.0% $26.64
1117 SWK STANLEY BLACK & DECKER INC COM Industrials 3.0 $282.0 -327.0 -99.1% $94.00 +6.2%
1118 GDDY GODADDY INC CL A Technology 3.0 $255.0 $85.00 +13.5%
1119 J JACOBS ENGR GROUP INC COM Industrials 2.0 $252.0 $126.00 +16.0%
1120 FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW Real Estate 2.0 $247.0 $123.50 -5.3%
Page 56 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%