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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 16 of 55  ·  1,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CMI CUMMINS INC COM Industrials 391.0 $200K 0.03% -38.0 -8.9% $510.45 +31.0%
302 DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF 5,889.0 $195K 0.03% $33.08 +24.6%
303 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 2,126.0 $194K 0.03% $91.38 +0.3%
304 QQQM INVESCO NASDAQ 100 ETF 749.0 $189K 0.03% +219.0 +41.3% $252.92 +18.9%
305 CB CHUBB LIMITED COM Financial Services 606.0 $189K 0.03% $312.04 +4.3%
306 LFUS LITTELFUSE INC COM Technology 745.0 $188K 0.03% -140.0 -15.8% $252.92 +88.5%
307 HUBB HUBBELL INC COM Industrials 423.0 $188K 0.03% +90.0 +27.0% $444.12 +7.6%
308 SPHQ INVESCO S&P 500 QUALITY ETF 2,476.0 $188K 0.03% $75.74 +13.1%
309 PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 6,020.0 $186K 0.03% -743.0 -11.0% $30.96 +1.2%
310 MPLX MPLX LP COM UNIT REP LTD Energy 3,492.0 $186K 0.03% $53.37 +5.8%
311 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 2,070.0 $186K 0.03% +393.0 +23.4% $89.92 -4.9%
312 EVEREST GROUP LTD COM 548.0 $186K 0.03% -417.0 -43.2% $339.35
313 AMT AMERICAN TOWER CORP COM Real Estate 1,055.0 $185K 0.03% -12.0 -1.1% $175.64 +5.3%
314 GNRC GENERAC HLDGS INC COM Industrials 1,344.0 $183K 0.02% $136.37 +101.5%
315 FAST FASTENAL CO COM Industrials 4,523.0 $182K 0.02% -4K -48.8% $40.13 +10.8%
316 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 1,680.0 $178K 0.02% -675.0 -28.7% $105.69 -11.0%
317 IWY ISHARES RUSSELL TOP 200 GROWTH ETF 636.0 $176K 0.02% $276.94 +6.4%
318 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 3,514.0 $176K 0.02% +288.0 +8.9% $50.01 -40.4%
319 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 2,195.0 $176K 0.02% -605.0 -21.6% $80.03 +33.6%
320 L LOEWS CORP COM Financial Services 1,668.0 $176K 0.02% $105.31 +3.6%
Page 16 of 55  ·  1,094 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%