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Asset Manager ← All Institutions

Colonial Trust Co / SC

Q4 2025 · Filed 2026-02-12
Market Value
$743M
+0.8%
Holdings
1,121
+12
New Purchases
56
Added To
237
Closed
51
Reduced
328
Top 10 Concentration
26.9%
Turnover
9.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LLY 2.52% 1.82% +0.69% $19M
GOOGL 2.41% 1.90% +0.51% $18M
GOOG 1.23% 0.94% +0.28% $9M
FCNCA 1.37% 1.13% +0.23% $10M
AAPL 5.47% 5.24% +0.23% $41M
IVV 3.05% 2.82% +0.22% $23M
AGG 1.50% 1.30% +0.20% $11M
TSM 0.51% 0.32% +0.19% $4M
AMAT 0.96% 0.79% +0.17% $7M
JNJ 1.57% 1.41% +0.16% $12M
ASML 0.34% 0.18% +0.16% $3M
AMZN 1.99% 1.84% +0.15% $15M
IEFA 0.31% 0.18% +0.13% $2M
BSCR 0.66% 0.55% +0.10% $5M
GS 1.30% 1.21% +0.09% $10M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ORCL 1.24% 1.87% -0.63% $9M
MSFT 4.03% 4.31% -0.28% $30M
HD 1.13% 1.36% -0.23% $8M
ETN 1.00% 1.22% -0.22% $7M
AJG 0.77% 0.92% -0.15% $6M
CMCSA 0.12% 0.26% -0.15% $870K
PEP 0.49% 0.62% -0.13% $4M
LOW 0.42% 0.54% -0.12% $3M
TFC 0.24% 0.36% -0.12% $2M
COST 0.99% 1.10% -0.11% $7M
HSY 0.06% 0.17% -0.11% $453K
TT 0.69% 0.79% -0.10% $5M
APD 0.68% 0.78% -0.10% $5M
PANW 1.17% 1.26% -0.09% $9M
PSX 0.48% 0.57% -0.09% $4M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 75 $368M 49.5%
Large Cap 694 $315M 42.4%
Mid Cap 254 $50M 6.7%
Small Cap 85 $10M 1.3%
Micro Cap 13 $582K 0.1%

Portfolio Analytics

Avg Market Cap
$86.1B
Median Market Cap
$20.2B
Avg P/E
32.7
Median P/E
22.9
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
819
# ETFs / Funds
302

Top Holdings (1,121 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 5.47% 149,495 $41M $271.86 $2M -2,216 -1.5%
2 MSFT 4.03% 61,851 $30M $483.62 -$2M +533 +0.9%
3 IVV 3.05% 33,041 $23M $684.94 $2M +1,943 +6.2%
4 LLY 2.52% 17,404 $19M $1,074.67 $5M -200 -1.1%
5 GOOGL 2.41% 57,173 $18M $313.00 $4M -522 -0.9%
6 JPM 2.33% 53,630 $17M $322.22 $609K +776 +1.5%
7 NVDA 2.05% 81,594 $15M $186.50 $615K +3,331 +4.3%
8 AMZN 1.99% 64,093 $15M $230.82 $1M +2,222 +3.6%
9 JNJ 1.57% 56,346 $12M $206.95 $1M +335 +0.6%
10 DGRO 1.53% 163,412 $11M $69.42 $321K +1,501 +0.9%
11 AGG 1.50% 111,690 $11M $99.88 $2M +16,186 +16.9%
12 V 1.45% 30,726 $11M $350.72 $260K -78 -0.2%
13 FCNCA 1.37% 4,734 $10M $2,146.18 $2M +60 +1.3%
14 WMT 1.32% 88,332 $10M $111.41 $467K -2,627 -2.9%
15 GS 1.30% 10,973 $10M $879.03 $708K -250 -2.2%
16 META 1.28% 14,448 $10M $660.08 -$69K +1,368 +10.5%
17 ORCL 1.24% 47,225 $9M $194.91 -$5M -1,644 -3.4%
18 GOOG 1.23% 29,009 $9M $313.80 $2M +554 +1.9%
19 SLQD 1.22% 179,355 $9M $50.70 $189K +4,183 +2.4%
20 PANW 1.17% 47,247 $9M $184.20 -$602K +1,549 +3.4%
21 HD 1.13% 24,377 $8M $344.11 -$2M -336 -1.4%
22 ETN 1.00% 23,371 $7M $318.50 -$2M -713 -3.0%
23 BRK-B 1.00% 14,759 $7M $502.66 $71K +143 +1.0%
24 COST 0.99% 8,543 $7M $862.38 -$767K -245 -2.8%
25 TJX 0.96% 46,504 $7M $153.61 $421K -5 -0.0%
26 AMAT 0.96% 27,753 $7M $256.99 $1M -598 -2.1%
27 WM 0.96% 32,379 $7M $219.71 $80K +527 +1.6%
28 HUM 0.93% 27,046 $7M $256.13 -$370K -1,001 -3.6%
29 DUK 0.90% 57,302 $7M $117.21 -$469K -757 -1.3%
30 PG 0.90% 46,509 $7M $143.31 -$448K +211 +0.5%
31 UNP 0.87% 28,075 $6M $231.32 -$364K -940 -3.2%
32 BX 0.86% 41,362 $6M $154.14 -$526K +969 +2.4%
33 FLOT 0.84% 123,346 $6M $50.86 -$31K -72 -0.1%
34 IQLT 0.77% 126,305 $6M $45.45 $250K +2,046 +1.6%
35 CVX 0.77% 37,565 $6M $152.41 -$287K -1,150 -3.0%
36 AJG 0.77% 22,000 $6M $258.79 -$1M +121 +0.6%
37 IJH 0.77% 86,134 $6M $66.00 $389K +4,984 +6.1%
38 KO 0.76% 80,267 $6M $69.91 -$4K -4,407 -5.2%
39 CSCO 0.71% 68,128 $5M $77.03 $563K -338 -0.5%
40 ACN 0.71% 19,534 $5M $268.29 $241K -743 -3.7%
41 TT 0.69% 13,111 $5M $389.19 -$715K -676 -4.9%
42 APD 0.68% 20,546 $5M $247.01 -$693K -605 -2.9%
43 SCHW 0.68% 50,543 $5M $99.91 $69K -1,632 -3.1%
44 BSCS 0.67% 243,353 $5M $20.60 $670K +32,216 +15.3%
45 BSCR 0.66% 246,533 $5M $19.74 $782K +39,282 +18.9%
46 IJR 0.59% 36,370 $4M $120.18 $281K +1,953 +5.7%
47 BSCQ 0.58% 221,987 $4M $19.58 $651K +33,094 +17.5%
48 SYK 0.58% 12,270 $4M $351.47 -$367K -390 -3.1%
49 SPY 0.57% 6,242 $4M $681.90 $100K +3 +0.1%
50 CTAS 0.57% 22,448 $4M $188.07 $206K +2,883 +14.7%
51 BKNG 0.56% 770 $4M $5,354.49 $142K +33 +4.5%
52 EMXC 0.55% 56,383 $4M $72.68 $335K +643 +1.1%
53 NEE 0.55% 50,486 $4M $80.28 $336K +1,250 +2.5%
54 LMT 0.54% 8,329 $4M $483.67 -$373K -488 -5.5%
55 BSCT 0.53% 208,241 $4M $18.83 $343K +17,971 +9.4%
56 TSM 0.51% 12,464 $4M $303.89 $1M +4,137 +49.7%
57 PEP 0.49% 25,427 $4M $143.52 -$901K -6,973 -21.5%
58 TXN 0.49% 20,969 $4M $173.49 -$180K +187 +0.9%
59 PSX 0.48% 27,794 $4M $129.04 -$603K -3,004 -9.8%
60 DIS 0.46% 30,346 $3M $113.77 -$246K -1,954 -6.0%
61 UNH 0.46% 10,383 $3M $330.09 -$416K -747 -6.7%
62 NFLX 0.45% 35,468 $3M $93.76 $39K +32,727 +1194.0%
63 XOM 0.45% 27,585 $3M $120.34 $172K -332 -1.2%
64 BSCU 0.44% 192,136 $3M $16.92 $587K +34,505 +21.9%
65 CME 0.43% 11,708 $3M $273.07 $172K +513 +4.6%
66 STE 0.43% 12,523 $3M $253.51 $124K +194 +1.6%
67 LOW 0.42% 12,952 $3M $241.15 -$864K -2,913 -18.4%
68 EW 0.38% 32,960 $3M $85.25 $306K +764 +2.4%
69 AVGO 0.37% 7,986 $3M $346.10 -$221K -1,063 -11.8%
70 CAT 0.37% 4,783 $3M $572.91 $535K +162 +3.5%
71 IWF 0.37% 5,737 $3M $473.27 -$5K -69 -1.2%
72 VEA 0.35% 41,435 $3M $62.47 $106K
73 VIG 0.34% 11,615 $3M $219.78 $46K
74 ECL 0.34% 9,724 $3M $262.52 -$141K -113 -1.1%
75 ASML 0.34% 2,373 $3M $1,069.86 $1M +972 +69.4%
76 COP 0.34% 26,992 $3M $93.61 -$20K +66 +0.2%
77 JPST 0.34% 49,751 $3M $50.59 -$238K -4,553 -8.4%
78 IGRO 0.32% 28,601 $2M $82.77 $89K
79 RTX 0.31% 12,613 $2M $183.40 -$207K -2,449 -16.3%
80 IEFA 0.31% 25,328 $2M $89.46 $962K +10,389 +69.5%
81 IBM 0.30% 7,648 $2M $296.19 -$213K -1,134 -12.9%
82 ABBV 0.30% 9,664 $2M $228.49 $54K +359 +3.9%
83 WEC 0.30% 20,780 $2M $105.46 -$188K +15 +0.1%
84 UBER 0.29% 26,496 $2M $81.71 $269K +7,147 +36.9%
85 VOT 0.28% 7,572 $2M $279.14 -$149K -129 -1.7%
86 NOW 0.28% 13,514 $2M $153.18 $94K +11,367 +529.4%
87 GLD 0.27% 5,014 $2M $396.31 $210K +15 +0.3%
88 NKE 0.27% 30,943 $2M $63.71 -$50K +1,951 +6.7%
89 PM 0.26% 12,170 $2M $160.40 -$34K -77 -0.6%
90 EOG 0.26% 18,191 $2M $105.01 -$243K -1,011 -5.3%
91 PSA 0.25% 7,055 $2M $259.50 -$66K +488 +7.4%
92 IEMG 0.24% 26,715 $2M $67.22 $190K +2,356 +9.7%
93 PRK 0.24% 11,774 $2M $152.18 -$122K
94 TFC 0.24% 36,008 $2M $49.21 -$849K -21,318 -37.2%
95 VUG 0.24% 3,591 $2M $487.87 $17K -27 -0.8%
96 DE 0.23% 3,702 $2M $465.54 -$47K -171 -4.4%
97 BSCV 0.23% 103,097 $2M $16.69 $262K +15,641 +17.9%
98 O 0.22% 29,567 $2M $56.37 $9K +2,293 +8.4%
99 BND 0.22% 21,645 $2M $74.07 -$28K -290 -1.3%
100 WMB 0.21% 25,994 $2M $60.11 $109K +3,055 +13.3%

New Positions

SymbolValue% Port
BNS $147K 0.02%
AZN $129K 0.02%
CMC $81K 0.01%
UGI $75K 0.01%
WHR $72K 0.01%
BCE $60K 0.01%
WU $56K 0.01%
Q $54K 0.01%
PFIX $48K 0.01%
DEA $34K —%
SOLS $24K —%
BEN $24K —%
TOTB.DE $23K —%
DLX $22K —%
TPG $19K —%

Sold Out Positions

SymbolValue% Port
DY —%
CUBE —%
SE —%
ARE —%
TREX —%
FMC —%
HAL —%
ALLY —%
EQR —%
AGO —%
AIT —%
ONON —%
ELF —%
IP —%
MP —%
View SEC EDGAR Filings for Colonial Trust Co / SC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms