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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 37 of 55  ·  1,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 TKO TKO GROUP HOLDINGS INC CL A Communication Services 66.0 $14K 0.00% -1.0 -1.5% $209.00 -10.2%
722 BAX BAXTER INTL INC COM Healthcare 717.0 $14K 0.00% -3K -81.4% $19.11 +1.2%
723 TDVG T. ROWE PRICE DIVIDEND GROWTH ETF 300.0 $13K 0.00% $44.97 +6.4%
724 BXSL BLACKSTONE SECD LENDING FD COMMON STOCK Financial Services 511.0 $13K 0.00% NEW $26.33 -10.3%
725 PNR PENTAIR PLC SHS Industrials 128.0 $13K 0.00% $104.14 -30.4%
726 USRT ISHARES CORE U.S. REIT ETF 234.0 $13K 0.00% -94.0 -28.7% $56.96 +15.3%
727 RGA REINSURANCE GRP OF AMERICA INC COM NEW Financial Services 65.0 $13K 0.00% $203.46 +1.6%
728 FRPT FRESHPET INC COM Consumer Defensive 214.0 $13K 0.00% $60.93 -14.1%
729 CORPAY INC COM SHS 43.0 $13K 0.00% -1.0 -2.3% $300.93
730 ACGL ARCH CAP GROUP LTD ORD Financial Services 133.0 $13K 0.00% +4.0 +3.1% $95.92 -4.7%
731 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 151.0 $13K 0.00% -159.0 -51.3% $82.82 -0.7%
732 MGK VANGUARD MEGA CAP GROWTH ETF 30.0 $12K 0.00% NEW $412.77 -78.3%
733 ALC ALCON AG ORD SHS Healthcare 157.0 $12K 0.00% $78.81 -15.8%
734 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 166.0 $12K 0.00% -234.0 -58.5% $74.17 +10.2%
735 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 376.0 $12K 0.00% NEW $32.62 +6.0%
736 PULS PGIM ULTRA SHORT BOND ETF 239.0 $12K 0.00% -634.0 -72.6% $49.49 +0.4%
737 RUM RUMBLE INC COM CL A Technology 1,850.0 $12K 0.00% $6.32 +54.3%
738 ALKT ALKAMI TECHNOLOGY INC COM Technology 493.0 $11K 0.00% $23.21 -27.6%
739 USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 306.0 $11K 0.00% $37.40 -0.8%
740 ONDS ONDAS INC COM NEW Technology 1,250.0 $11K 0.00% +250.0 +25.0% $8.99 +20.1%
Page 37 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%