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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 47 of 55  ·  1,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 VNOM VIPER ENERGY PARTNERS LP COM UNT RP INT Energy 91.0 $4K $38.63 +18.3%
922 ACAD ACADIA PHARMACEUTICALS INC COM Healthcare 131.0 $3K $26.70 -20.5%
923 EIX EDISON INTL COM Utilities 58.0 $3K -6.0 -9.4% $60.02 +18.8%
924 BLBD BLUE BIRD CORP COM Consumer Cyclical 75.0 $3K $46.36 +49.1%
925 ARRY ARRAY TECHNOLOGIES INC COM SHS Energy 366.0 $3K $9.40 -9.1%
926 TRIP TRIPADVISOR INC COM Consumer Cyclical 236.0 $3K +71.0 +43.0% $14.56 -31.6%
927 EVER EVERQUOTE INC COM CL A Communication Services 128.0 $3K $26.75 -28.6%
928 TK TEEKAY CORPORATION LTD SHS Energy 379.0 $3K $9.03 +34.7%
929 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 11.0 $3K $310.27 +20.3%
930 HUBG HUB GROUP INC CL A Industrials 79.0 $3K $43.11 -2.2%
931 VRSN VERISIGN INC COM Technology 14.0 $3K $242.93 +26.3%
932 EMO CLEARBRIDGE ENERGY MIDSTREAM O COM Financial Services 76.0 $3K $44.64 +14.9%
933 BFAM BRIGHT HORIZONS FAM SOL IN DEL COM Consumer Cyclical 33.0 $3K $102.03 -36.1%
934 URBN URBAN OUTFITTERS INC COM Consumer Cyclical 45.0 $3K $74.64 -0.1%
935 HDB HDFC BANK LTD SPONSORED ADS Financial Services 92.0 $3K NEW $36.43 -31.8%
936 CW CURTISS WRIGHT CORP COM Industrials 6.0 $3K $551.33 +36.4%
937 RNR RENAISSANCERE HLDGS LTD COM Financial Services 12.0 $3K $275.58 +7.1%
938 HCI HCI GROUP INC COM Financial Services 17.0 $3K $194.35 -19.2%
939 ANF ABERCROMBIE & FITCH CO CL A Consumer Cyclical 26.0 $3K $126.31 -40.5%
940 EVRG EVERGY INC COM Utilities 45.0 $3K $72.49 +16.3%
Page 47 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%