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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 39 of 55  ·  1,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 TDTF FLEXSHARES IBOXX 5-YEAR TARGET DURATION TIPS INDEX FUND 399.0 $10K 0.00% -25.0 -5.9% $23.96 +0.7%
762 ILMN ILLUMINA INC COM Healthcare 73.0 $10K 0.00% +25.0 +52.1% $130.89 +14.7%
763 KKR KKR & CO INC COM Financial Services 75.0 $10K 0.00% $127.19 -25.3%
764 BROWN FORMAN CORP CL B 361.0 $9K 0.00% +161.0 +80.5% $26.06
765 DASH DOORDASH INC CL A Communication Services 41.0 $9K 0.00% -10.0 -19.6% $227.61 -30.8%
766 TDY TELEDYNE TECHNOLOGIES INC COM Technology 18.0 $9K 0.00% $516.17 +18.7%
767 HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 196.0 $9K 0.00% $47.35 -1.0%
768 NJR NEW JERSEY RES CORP COM Utilities 201.0 $9K 0.00% $46.12 +23.1%
769 VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX 200.0 $9K 0.00% $45.84 +0.1%
770 MTZ MASTEC INC COM Industrials 42.0 $9K 0.00% $217.38 +78.3%
771 UCB UNITED CMNTY BKS BLAIRSVLE GA COM Financial Services 292.0 $9K 0.00% $31.22 +6.7%
772 UTHR UNITED THERAPEUTICS CORP DEL COM Healthcare 19.0 $9K 0.00% $477.26 +19.6%
773 VGSH VANGUARD SHORT-TERM GOVERNMENT BOND ETF 153.0 $9K 0.00% -181.0 -54.2% $58.73 -0.8%
774 CBSH COMMERCE BANCSHARES INC COM Financial Services 171.0 $9K 0.00% +7.0 +4.3% $52.34 -0.7%
775 MSCI MSCI INC COM Financial Services 15.0 $9K 0.00% $591.53 +2.0%
776 HUBS HUBSPOT INC COM Technology 22.0 $9K 0.00% -5.0 -18.5% $401.32 -50.0%
777 DTE DTE ENERGY CO COM Utilities 68.0 $9K 0.00% $129.78 +11.9%
778 ONTO ONTO INNOVATION INC COM Technology 55.0 $9K 0.00% $160.38 +66.4%
779 VLTO VERALTO CORP COM SHS Industrials 88.0 $9K 0.00% $99.78 -15.4%
780 CHTR CHARTER COMMUNICATIONS INC NEW CL A Communication Services 42.0 $9K 0.00% +2.0 +5.0% $208.76 -29.5%
Page 39 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%