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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 48 of 55  ·  1,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 CTRE CARETRUST REIT INC COM Real Estate 88.0 $3K $37.02 +12.6%
942 RALLIANT CORP COM 64.0 $3K $50.91
943 AKAM AKAMAI TECHNOLOGIES INC COM Technology 37.0 $3K +25.0 +208.3% $88.03 +68.3%
944 ABG ASBURY AUTOMOTIVE GROUP INC COM Consumer Cyclical 14.0 $3K $232.57 -18.1%
945 HMC HONDA MOTOR LTD ADR ECH CNV IN 3 Consumer Cyclical 109.0 $3K +17.0 +18.5% $29.62 -10.7%
946 SN SHARKNINJA INC COM SHS Consumer Cyclical 29.0 $3K $111.03 +5.0%
947 HCA HCA HEALTHCARE INC COM Healthcare 7.0 $3K -46.0 -86.8% $444.43 -11.7%
948 CHH CHOICE HOTELS INTL INC COM Consumer Cyclical 32.0 $3K $96.47 +16.7%
949 CDE COEUR MNG INC COM NEW Basic Materials 170.0 $3K NEW $18.09 +0.5%
950 AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 31.0 $3K NEW $98.32 +30.3%
951 RCI ROGERS COMMUNICATIONS INC CL B Communication Services 78.0 $3K NEW $38.92 -5.6%
952 AX AXOS FINANCIAL INC COM Financial Services 35.0 $3K $86.29 +1.1%
953 CPT CAMDEN PPTY TR SH BEN INT Real Estate 27.0 $3K +2.0 +8.0% $111.67 -3.2%
954 XHR XENIA HOTELS & RESORTS INC COM Real Estate 206.0 $3K $14.46 +18.6%
955 NET CLOUDFLARE INC CL A COM Technology 15.0 $3K $198.27 +11.2%
956 SCI SERVICE CORP INTL COM Consumer Cyclical 38.0 $3K -26.0 -40.6% $77.97 -1.8%
957 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 38.0 $3K -2.0 -5.0% $77.76 +12.6%
958 ST SENSATA TECHNOLOGIES HLDG PLC SHS Technology 88.0 $3K -100.0 -53.2% $33.30 +51.2%
959 CE CELANESE CORP DEL COM Basic Materials 69.0 $3K -46.0 -40.0% $42.28 +24.0%
960 LNC LINCOLN NATL CORP IND COM Financial Services 65.0 $3K NEW $44.80 -20.3%
Page 48 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%