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Portfolio (Quarterly) Guide ↗

Colonial Trust Co / SC

· CIK 0001954093
13F Portfolio $750M AUM 1,094 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 62 New 227 Added 309 Reduced 56 Exited
Page 12 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HOLOGIC INC COM 308.0 $23K 0.00% -2K -88.2% $74.49
222 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 356.0 $23K 0.00% -1K -79.4% $63.72 +53.3%
223 THC TENET HEALTHCARE CORP COM NEW Healthcare 114.0 $23K 0.00% -17.0 -13.0% $198.72 -11.2%
224 VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 460.0 $22K 0.00% -23.0 -4.8% $47.08 -0.8%
225 A AGILENT TECHNOLOGIES INC COM Healthcare 156.0 $21K 0.00% -2K -91.4% $136.07 -15.3%
226 PAYC PAYCOM SOFTWARE INC COM Technology 130.0 $21K 0.00% -10.0 -7.1% $159.85 -15.6%
227 ORI OLD REP INTL CORP COM Financial Services 430.0 $20K 0.00% -36.0 -7.7% $45.64 -13.9%
228 DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 395.0 $19K 0.00% -10.0 -2.5% $46.96 +17.6%
229 DFCF DIMENSIONAL CORE FIXED INCOME ETF 428.0 $18K 0.00% -46.0 -9.7% $42.56 -1.0%
230 AVB AVALONBAY CMNTYS INC COM Real Estate 100.0 $18K 0.00% -44.0 -30.6% $182.00 +1.8%
231 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 601.0 $17K 0.00% -53.0 -8.1% $28.82 -6.3%
232 CBRE CBRE GROUP INC CL A Real Estate 104.0 $17K 0.00% -18.0 -14.8% $160.79 -20.0%
233 GWW WW GRAINGER INC COM Industrials 15.0 $15K 0.00% -8.0 -34.8% $1004.73 +24.5%
234 PRFZ INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF 320.0 $15K 0.00% -11.0 -3.3% $46.32 +12.1%
235 IT GARTNER INC COM Technology 58.0 $15K 0.00% -4.0 -6.5% $250.47 -36.6%
236 TKO TKO GROUP HOLDINGS INC CL A Communication Services 66.0 $14K 0.00% -1.0 -1.5% $209.00 -9.6%
237 BAX BAXTER INTL INC COM Healthcare 717.0 $14K 0.00% -3K -81.4% $19.11 +1.3%
238 USRT ISHARES CORE U.S. REIT ETF 234.0 $13K 0.00% -94.0 -28.7% $56.96 +15.5%
239 CORPAY INC COM SHS 43.0 $13K 0.00% -1.0 -2.3% $300.93
240 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 151.0 $13K 0.00% -159.0 -51.3% $82.82 -0.8%
Page 12 of 16  ·  309 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 26.9%
Financial Services 17.7%
Healthcare 12.0%
Industrials 10.0%
Communication Services 8.4%
Consumer Cyclical 8.2%
Consumer Defensive 7.1%
Energy 4.0%
Utilities 2.9%
Basic Materials 1.9%