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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 46 of 55  ·  1,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 FN FABRINET SHS Technology 8.0 $4K -3.0 -27.3% $463.50 +46.5%
902 TDW TIDEWATER INC NEW COM Energy 73.0 $4K NEW $50.75 +55.2%
903 NUVEEN S&P 500 BUY-WRITE INCOM COM 254.0 $4K $14.58
904 CENX CENTURY ALUM CO COM Basic Materials 93.0 $4K NEW $39.76 +67.8%
905 PNW PINNACLE WEST CAP CORP COM Utilities 42.0 $4K $88.00 +17.2%
906 PR PERMIAN RESOURCES CORP CLASS A COM Energy 263.0 $4K $14.03 +39.7%
907 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 41.0 $4K $89.88 -6.1%
908 TER TERADYNE INC COM Technology 19.0 $4K -2.0 -9.5% $193.58 +100.4%
909 RMBS RAMBUS INC DEL COM Technology 40.0 $4K -13.0 -24.5% $91.90 +70.3%
910 CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES Technology 25.0 $4K -1.0 -3.9% $147.00 +49.7%
911 CUBI CUSTOMERS BANCORP INC COM Financial Services 50.0 $4K $73.08 +4.9%
912 DOCN DIGITALOCEAN HLDGS INC COM Technology 75.0 $4K $48.71 +228.4%
913 RRX REGAL REXNORD CORPORATION COM Industrials 26.0 $4K $140.04 +49.3%
914 AIZ ASSURANT INC COM Financial Services 15.0 $4K $240.87 +6.1%
915 POWL POWELL INDS INC COM Industrials 11.0 $4K -3.0 -21.4% $327.09 -10.6%
916 OMF ONEMAIN HLDGS INC COM Financial Services 53.0 $4K $67.66 -20.7%
917 LAD LITHIA MTRS INC COM Consumer Cyclical 11.0 $4K $324.91 -12.5%
918 AMBA AMBARELLA INC SHS Technology 51.0 $4K NEW $69.76 +35.4%
919 FR FIRST INDL RLTY TR INC COM Real Estate 62.0 $4K $57.27 +11.4%
920 OLLI OLLIES BARGAIN OUTLET HLDGS IN COM Consumer Defensive 32.0 $4K -35.0 -52.2% $110.91 -28.0%
Page 46 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%