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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 34 of 55  ·  1,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CBOE CBOE GLOBAL MKTS INC COM Financial Services 96.0 $24K 0.00% $251.00 +38.5%
662 BEN FRANKLIN RESOURCES INC COM Financial Services 1,000.0 $24K 0.00% NEW $23.89 +32.6%
663 STIP ISHARES 0-5 YEAR TIPS BOND ETF 233.0 $24K 0.00% -150.0 -39.2% $102.39 +1.0%
664 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 150.0 $23K 0.00% $156.42 +11.5%
665 KNSL KINSALE CAP GROUP INC COM Financial Services 59.0 $23K 0.00% $389.31 -21.4%
666 BLD TOPBUILD CORP COM Industrials 55.0 $23K 0.00% $417.18 +0.1%
667 HOLOGIC INC COM 308.0 $23K 0.00% -2K -88.2% $74.49
668 MC MOELIS & CO CL A Financial Services 333.0 $23K 0.00% +7.0 +2.1% $68.77 -4.2%
669 ONEQ FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND 250.0 $23K 0.00% $91.40 +15.0%
670 TOTALENERGIES SE ACT 348.0 $23K 0.00% NEW $65.42
671 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 356.0 $23K 0.00% -1K -79.4% $63.72 +52.0%
672 THC TENET HEALTHCARE CORP COM NEW Healthcare 114.0 $23K 0.00% -17.0 -13.0% $198.72 -8.9%
673 DLX DELUXE CORP MEDIUM TERM NTS COM Communication Services 1,000.0 $22K 0.00% NEW $22.33 +8.9%
674 SCCO SOUTHERN COPPER CORP COM Basic Materials 155.0 $22K 0.00% +1.0 +0.7% $143.47 +30.9%
675 SON SONOCO PRODS CO COM Consumer Cyclical 500.0 $22K 0.00% $43.64 +14.1%
676 VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 460.0 $22K 0.00% -23.0 -4.8% $47.08 -0.8%
677 VRP INVESCO VARIABLE RATE PREFERRED ETF 879.0 $21K 0.00% $24.33 +0.1%
678 FOXA FOX CORP CL A COM Communication Services 292.0 $21K 0.00% $73.07 -10.4%
679 A AGILENT TECHNOLOGIES INC COM Healthcare 156.0 $21K 0.00% -2K -91.4% $136.07 -14.9%
680 ULTA ULTA BEAUTY INC COM Consumer Cyclical 35.0 $21K 0.00% $605.00 -16.1%
Page 34 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%