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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 50 of 55  ·  1,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 KTB KONTOOR BRANDS INC COM Consumer Cyclical 42.0 $3K $60.98 +17.3%
982 SKT TANGER INC COM Real Estate 75.0 $3K $34.07 +5.5%
983 TECH BIO-TECHNE CORP COM Healthcare 43.0 $3K NEW $59.02 -18.0%
984 DFSV DIMENSIONAL US SMALL CAP VALUE ETF 77.0 $3K $32.90 +15.0%
985 PATHWARD FINANCIAL INC COM 34.0 $2K $71.06
986 VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 30.0 $2K $79.73 -0.9%
987 CC CHEMOURS CO COM Basic Materials 200.0 $2K $11.79 +82.3%
988 FITB FIFTH THIRD BANCORP COM Financial Services 50.0 $2K -44.0 -46.8% $46.82 +6.9%
989 CNXC CONCENTRIX CORP COM Technology 56.0 $2K $41.59 -38.0%
990 LBRDK LIBERTY BROADBAND CORP COM SER C Communication Services 48.0 $2K $48.10 -30.0%
991 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 8.0 $2K +5.0 +166.7% $287.25 +12.7%
992 CVNA CARVANA CO CL A Consumer Cyclical 5.0 $2K $456.80 -84.1%
993 AXON AXON ENTERPRISE INC COM Industrials 4.0 $2K $568.00 -31.1%
994 TRAEGER INC COMMON STOCK 1.0 $2K $2247.00
995 PII POLARIS INC COM Consumer Cyclical 34.0 $2K NEW $63.26 +7.9%
996 AMCOR PLC COM NEW 249.0 $2K NEW $8.34
997 BBY BEST BUY INC COM Consumer Cyclical 31.0 $2K $66.94 -6.4%
998 CCL CARNIVAL CORP PAIRED CTF Consumer Cyclical 67.0 $2K $30.54 -12.3%
999 AMCX AMC NETWORKS INC CL A Communication Services 208.0 $2K $9.73 -3.7%
1000 DOW DOW INC COM Basic Materials 83.0 $2K -7.0 -7.8% $23.39 +51.7%
Page 50 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%