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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 55 of 55  ·  1,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW Real Estate 2.0 $202.0 NEW $101.00 +18.6%
1082 APA APA CORPORATION COM Energy 7.0 $171.0 -60.0 -89.5% $24.43 +58.8%
1083 SJM SMUCKER J M CO COM NEW Consumer Defensive 2.0 $163.0 -24.0 -92.3% $81.50 +26.8%
1084 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 3.0 $140.0 -16.0 -84.2% $46.67 -8.8%
1085 DDOG DATADOG INC CL A COM Technology 1.0 $136.0 $136.00 +63.5%
1086 AVNS AVANOS MED INC COM Healthcare 12.0 $135.0 $11.25 +118.8%
1087 RMR RMR GROUP INC CL A Real Estate 9.0 $134.0 $14.89 +35.7%
1088 KD KYNDRYL HLDGS INC COMMON STOCK Technology 5.0 $133.0 $26.60 -53.8%
1089 EMBC EMBECTA CORP COMMON STOCK Healthcare 10.0 $119.0 $11.90 -72.1%
1090 EXPO EXPONENT INC COM Industrials 2.0 $106.0 -33.0 -94.3% $53.00 +9.0%
1091 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 2.0 $77.0 $38.50 -12.9%
1092 HIMS HIMS & HERS HEALTH INC COM CL A Healthcare 1.0 $42.0 -13.0 -92.9% $42.00 -43.5%
1093 NLOP NET LEASE OFFICE PROPERTIES COM Real Estate 1.0 $26.0 $26.00 -54.4%
1094 CASI PHARMACEUTICALS INC COM NEW 11.0 $9.0 $0.82
Page 55 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%