Colonial Trust Co / SC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1954093
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13F Reported Value
ⓘ$789.7M
Holdings
1,135
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Colonial Trust Co / SC disclosed 1,135 positions worth $789.7M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 5.2% of the equity portfolio. During the quarter the fund opened 64 new positions and exited 63. The portfolio is most concentrated in Technology (26.1% of disclosed assets). All figures are sourced directly from Colonial Trust Co / SC’s Form 13F-HR filing with the SEC under CIK 1954093.
AI Fund Analysis
Concentrating
$AAPL5.2% weight
Held 10 quarters
ISHARES CORE S&P 500 ETF -
3.4% weight
Held 10 quarters
$MSFT3.0% weight
Held 10 quarters
$LLY2.5% weight
Held 10 quarters
$AMAT2.4% weight
Held 10 quarters
ISHARES CORE U.S. AGGREGAT
9 quarters accumulating
ISHARES 0-5 YEAR INVESTMEN
9 quarters accumulating
$IVZ9 quarters accumulating
VANGUARD TOTAL INTERNATION
9 quarters accumulating
ISHARES MSCI INTL QUALITY
8 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$41.3M142,835 sh ISHARES CORE S&P 500 ETF - ETF
—Quality
$26.9M35,960 sh- 79.8#31
Quality
$23.4M62,745 sh - 87.5
Quality
$20.0M16,664 sh - 72.3
Quality
$18.8M26,023 sh - 78.2
Quality
$18.5M51,737 sh - 70.7
Quality
$16.8M51,229 sh - 85.9
Quality
$16.6M82,797 sh - 65.5
Quality
$16.4M48,036 sh - 68.7
Quality
$15.3M64,135 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $41.3M | 142,835 |
| ISHARES CORE S&P 500 ETF - ETF | — | $26.9M | 35,960 |
| MICROSOFT CORP$MSFT | 79.8#31 | $23.4M | 62,745 |
| ELI LILLY & Co$LLY | 87.5 | $20.0M | 16,664 |
| APPLIED MATERIALS INC /DE$AMAT | 72.3 | $18.8M | 26,023 |
 Alphabet Inc.$GOOG | 78.2 | $18.5M | 51,737 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $16.8M | 51,229 |
 NVIDIA CORP$NVDA | 85.9 | $16.6M | 82,797 |
 Palo Alto Networks Inc$PANW | 65.5 | $16.4M | 48,036 |
 AMAZON COM INC$AMZN | 68.7 | $15.3M | 64,135 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Colonial Trust Co / SC's 1,135 positions.
Showing top 10 of 1,135 holdings.
Sector Allocation
Technology
$205.9M
Other
$178.9M
Financials
$120.5M
Healthcare
$67.4M
Consumer Discretionary
$63.4M
Industrials
$57.0M
Utilities
$24.1M
Energy
$23.0M
Top Holdings — Colonial Trust Co / SC (Q2 2026)
Top 150 of 1,135 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $41.3M | 5.2% | -1% | 76.4 |
| 2 | — | ISHARES CORE S&P 500 ETF - ETF | $26.9M | 3.4% | -2% | — |
| 3 | $MSFT | MICROSOFT CORP | $23.4M | 3.0% | -1% | 79.8 |
| 4 | $LLY | ELI LILLY & Co | $20.0M | 2.5% | -2% | 87.5 |
| 5 | $AMAT | APPLIED MATERIALS INC /DE | $18.8M | 2.4% | -4% | 72.3 |
| 6 | $GOOG | Alphabet Inc. | $18.5M | 2.3% | -7% | 78.2 |
| 7 | $JPM | JPMORGAN CHASE & CO | $16.8M | 2.1% | -5% | 70.7 |
| 8 | $NVDA | NVIDIA CORP | $16.6M | 2.1% | +1% | 85.9 |
| 9 | $PANW | Palo Alto Networks Inc | $16.4M | 2.1% | -3% | 65.5 |
| 10 | $AMZN | AMAZON COM INC | $15.3M | 1.9% | -2% | 68.7 |
| 11 |  $JNJ | JOHNSON & JOHNSON | $13.4M | 1.7% | -6% | 69 |
| 12 | — | ISHARES CORE DIVIDEND GROWTH ETF - ETF | $12.5M | 1.6% | -0% | — |
| 13 | — | ISHARES CORE U.S. AGGREGATE BOND ETF - ETF | $12.4M | 1.6% | +3% | — |
| 14 |  $GS | GOLDMAN SACHS GROUP INC | $10.4M | 1.3% | -2% | 73.5 |
| 15 |  $HUM | HUMANA INC | $10.3M | 1.3% | -0% | 58.9 |
| 16 | — | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF - ETF | $10.1M | 1.3% | +4% | — |
| 17 |  $ETN | Eaton Corp plc | $9.9M | 1.3% | -2% | — |
| 18 |  $V | VISA INC. | $9.7M | 1.2% | -7% | 82.9 |
| 19 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $9.7M | 1.2% | -1% | 52.9 |
| 20 |  $WMT | Walmart Inc. | $9.3M | 1.2% | -4% | 60.2 |
| 21 |  $GOOGL | Alphabet Inc. | $8.9M | 1.1% | -12% | 78.2 |
| 22 |  $HD | HOME DEPOT, INC. | $8.5M | 1.1% | +2% | 60.3 |
| 23 |  $CSCO | CISCO SYSTEMS, INC. | $8.1M | 1.0% | +1% | 70.3 |
| 24 |  $COST | COSTCO WHOLESALE CORP /NEW | $7.7M | 1.0% | -3% | 66.2 |
| 25 |  $META | Meta Platforms, Inc. | $7.4M | 0.9% | -7% | 79.6 |
| 26 |  $WM | WASTE MANAGEMENT INC | $7.4M | 0.9% | -0% | 67.6 |
| 27 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $7.3M | 0.9% | +11% | — |
| 28 |  $DUK | Duke Energy CORP | $7.3M | 0.9% | -1% | 56.4 |
| 29 |  $UNP | UNION PACIFIC CORP | $7.1M | 0.9% | -6% | 69.7 |
| 30 | — | ISHARES FLOATING RATE BOND ETF - ETF | $7.0M | 0.9% | +2% | — |
| 31 | — | ISHARES MSCI INTL QUALITY FACTOR ETF - ETF | $7.0M | 0.9% | +3% | — |
| 32 |  $ORCL | ORACLE CORP | $7.0M | 0.9% | -1% | 66.2 |
| 33 |  $TJX | TJX COMPANIES INC /DE/ | $6.9M | 0.9% | -2% | 68.7 |
| 34 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.5M | 0.8% | -11% | 73.8 |
| 35 |  $PG | PROCTER & GAMBLE Co | $6.5M | 0.8% | -1% | 64.6 |
| 36 |  $KO | COCA COLA CO | $6.3M | 0.8% | -2% | 69.5 |
| 37 |  $TXN | TEXAS INSTRUMENTS INC | $6.2M | 0.8% | -2% | 73.4 |
| 38 | — | ISHARES MSCI EMERGING MARKETS EX CHINA ETF - ETF | $5.9M | 0.8% | +1% | — |
| 39 |  $TT | Trane Technologies plc | $5.9M | 0.8% | -5% | — |
| 40 |  $CVX | CHEVRON CORP | $5.9M | 0.8% | -3% | 62.8 |
| 41 |  $CAT | CATERPILLAR INC | $5.8M | 0.7% | +19% | 66.5 |
| 42 | — | ISHARES S&P MIDCAP FUND - ETF | $5.7M | 0.7% | -14% | — |
| 43 |  $APD | Air Products & Chemicals, Inc. | $5.7M | 0.7% | -4% | 46.4 |
| 44 |  $ASML | ASML HOLDING NV | $5.5M | 0.7% | +3% | — |
| 45 | — | ISHARES S&P SMALL-CAP FUND - ETF | $5.5M | 0.7% | +2% | — |
| 46 |  $AJG | Arthur J. Gallagher & Co. | $5.3M | 0.7% | +0% | 71.2 |
| 47 |  $BX | Blackstone Inc. | $4.9M | 0.6% | -0% | 74.4 |
| 48 | $IVZ | Invesco Ltd. | $4.8M | 0.6% | -4% | — |
| 49 |  $SCHW | SCHWAB CHARLES CORP | $4.7M | 0.6% | -0% | 79.4 |
| 50 |  $VIK | Viking Holdings Ltd | $4.7M | 0.6% | -3% | — |
| 51 | $IVZ | Invesco Ltd. | $4.6M | 0.6% | -5% | — |
| 52 |  $PSX | Phillips 66 | $4.5M | 0.6% | -3% | 57.8 |
| 53 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $4.5M | 0.6% | -0% | — |
| 54 | $IVZ | Invesco Ltd. | $4.3M | 0.6% | +2% | — |
| 55 |  $NEE | NEXTERA ENERGY INC | $4.3M | 0.6% | -1% | 64.6 |
| 56 |  $SYK | STRYKER CORP | $4.0M | 0.5% | +1% | 72.1 |
| 57 |  $LMT | LOCKHEED MARTIN CORP | $3.9M | 0.5% | -3% | 65.6 |
| 58 |  $UNH | UNITEDHEALTH GROUP INC | $3.9M | 0.5% | -8% | 62.7 |
| 59 |  $CTAS | CINTAS CORP | $3.7M | 0.5% | -5% | 68.7 |
| 60 |  $XOM.R34088 | EXXON MOBIL CORP | $3.6M | 0.5% | -3% | 57.9 |
| 61 |  $BKNG | Booking Holdings Inc. | $3.5M | 0.5% | +2392% | 58.5 |
| 62 |  $SPY | SPDR S&P 500 ETF TRUST | $3.5M | 0.4% | -26% | — |
| 63 | $IVZ | Invesco Ltd. | $3.4M | 0.4% | -11% | — |
| 64 | $IVZ | Invesco Ltd. | $3.4M | 0.4% | -0% | — |
| 65 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - ETF | $3.0M | 0.4% | +15% | — |
| 66 |  $EW | Edwards Lifesciences Corp | $2.9M | 0.4% | -5% | 69.4 |
| 67 |  $AVGO | Broadcom Inc. | $2.8M | 0.4% | -2% | 84.5 |
| 68 |  $NFLX | NETFLIX INC | $2.8M | 0.4% | -2% | 78.8 |
| 69 |  $PEP | PEPSICO INC | $2.7M | 0.3% | -12% | 63.4 |
| 70 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.7M | 0.3% | +226% | 67.6 |
| 71 |  $COP | CONOCOPHILLIPS | $2.7M | 0.3% | +0% | 70.2 |
| 72 |  $ECL | ECOLAB INC. | $2.7M | 0.3% | +1% | 63.3 |
| 73 | — | VANGUARD DIVIDEND APPRECIATION INDEX FUND - ETF | $2.7M | 0.3% | +0% | — |
| 74 | — | ISHARES INTERNATIONAL DIVIDEND GROWTH ETF - ETF | $2.5M | 0.3% | +0% | — |
| 75 |  $STE | STERIS plc | $2.5M | 0.3% | -6% | — |
| 76 |  $CME | CME GROUP INC. | $2.5M | 0.3% | -3% | 69.5 |
| 77 |  $WEC | WEC ENERGY GROUP, INC. | $2.5M | 0.3% | +1% | 60.1 |
| 78 |  $DIS | Walt Disney Co | $2.4M | 0.3% | -13% | 60.1 |
| 79 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $2.4M | 0.3% | +241% | — |
| 80 |  $TFC | TRUIST FINANCIAL CORP | $2.3M | 0.3% | +37% | 76.4 |
| 81 |  $DE | DEERE & CO | $2.3M | 0.3% | -2% | 55.4 |
| 82 |  $EOG | EOG RESOURCES INC | $2.3M | 0.3% | -2% | 71.9 |
| 83 |  $RTX | RTX Corp | $2.2M | 0.3% | -3% | 73.2 |
| 84 |  $PSA | Public Storage | $2.2M | 0.3% | -2% | 69.1 |
| 85 | — | VANGUARD MID-CAP GROWTH INDEX FUND - ETF | $2.2M | 0.3% | +0% | — |
| 86 | — | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF - ETF | $2.2M | 0.3% | +0% | — |
| 87 |  $ACN | Accenture plc | $2.2M | 0.3% | -9% | — |
| 88 | — | VANGUARD VALUE INDEX FUND - ETF | $2.2M | 0.3% | -6% | — |
| 89 | — | VANGUARD SMALL-CAP INDEX FUND - ETF | $2.2M | 0.3% | +0% | — |
| 90 | — | JPMORGAN ULTRA-SHORT INCOME ETF - ETF | $2.1M | 0.3% | -11% | — |
| 91 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.1M | 0.3% | +1% | 70 |
| 92 | $IVZ | Invesco Ltd. | $2.1M | 0.3% | +7% | — |
| 93 |  $PM | Philip Morris International Inc. | $2.0M | 0.3% | +5% | 75.9 |
| 94 | — | ISHARES CORE MSCI EAFE ETF - ETF | $2.0M | 0.3% | -12% | — |
| 95 |  $UBER | Uber Technologies, Inc | $2.0M | 0.3% | -7% | 73.5 |
| 96 |  $LOW | LOWES COMPANIES INC | $2.0M | 0.3% | -31% | 60.8 |
| 97 |  $ABBV | AbbVie Inc. | $2.0M | 0.3% | -18% | 72.6 |
| 98 |  $WMB | WILLIAMS COMPANIES, INC. | $1.9M | 0.2% | +2% | 64.3 |
| 99 |  $GLD | SPDR GOLD TRUST | $1.8M | 0.2% | -1% | — |
| 100 |  $O | REALTY INCOME CORP | $1.8M | 0.2% | -2% | 73.7 |
| 101 | — | VANGUARD GROWTH INDEX FUND - ETF | $1.8M | 0.2% | +498% | — |
| 102 |  $GEV | GE Vernova Inc. | $1.8M | 0.2% | +5% | 81.1 |
| 103 |  $PRK | PARK NATIONAL CORP /OH/ | $1.6M | 0.2% | -16% | 63.7 |
| 104 | — | VANGUARD TOTAL BOND MARKET INDEX FUND - ETF | $1.6M | 0.2% | +1% | — |
| 105 | — | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF - ETF | $1.6M | 0.2% | +100% | — |
| 106 |  $GE | GENERAL ELECTRIC CO | $1.6M | 0.2% | +6% | 73.8 |
| 107 |  $BAM | Brookfield Asset Management Ltd. | $1.6M | 0.2% | -3% | — |
| 108 | — | ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND - ETF | $1.6M | 0.2% | -6% | — |
| 109 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | $1.5M | 0.2% | -6% | — |
| 110 |  $CCJ | CAMECO CORP | $1.4M | 0.2% | -3% | — |
| 111 | — | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF - ETF | $1.4M | 0.2% | -4% | — |
| 112 | — | ISHARES MSCI EAFE ETF - ETF | $1.2M | 0.1% | +1% | — |
| 113 |  $AXP | AMERICAN EXPRESS CO | $1.2M | 0.1% | +1% | 69.4 |
| 114 |  $AS | Amer Sports, Inc. | $1.1M | 0.1% | +20% | 64 |
| 115 |  $MCD | MCDONALDS CORP | $1.1M | 0.1% | -7% | 69 |
| 116 |  $NKE | NIKE, Inc. | $1.0M | 0.1% | -16% | 49.3 |
| 117 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.0M | 0.1% | -28% | — |
| 118 |  $GLW | CORNING INC /NY | $1.0M | 0.1% | -13% | 73.7 |
| 119 | — | VANGUARD TOTAL INTERNATIONAL BOND ETF - ETF | $1.0M | 0.1% | +33% | — |
| 120 | — | ISHARES CORE S&P U.S. GROWTH ETF - ETF | $1.0M | 0.1% | +0% | — |
| 121 |  $AMGN | AMGEN INC | $989,274 | 0.1% | -1% | 79.2 |
| 122 |  $CI | Cigna Group | $974,545 | 0.1% | -7% | 66.2 |
| 123 | $IVZ | Invesco Ltd. | $967,846 | 0.1% | -7% | — |
| 124 |  $VZ | VERIZON COMMUNICATIONS INC | $952,216 | 0.1% | -2% | 65.8 |
| 125 | — | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF - ETF | $939,814 | 0.1% | +0% | — |
| 126 |  $WT | WisdomTree, Inc. | $939,467 | 0.1% | +0% | 59.9 |
| 127 |  $CSX | CSX CORP | $933,489 | 0.1% | -2% | 65.2 |
| 128 |  $MRK | Merck & Co., Inc. | $898,823 | 0.1% | -22% | 59.9 |
| 129 | — | DIMENSIONAL US MARKETWIDE VALUE ETF - ETF | $895,123 | 0.1% | -3% | — |
| 130 |  $C | CITIGROUP INC | $893,040 | 0.1% | -0% | 65 |
| 131 | — | VANGUARD MID-CAP VALUE INDEX FUND - ETF | $892,757 | 0.1% | +0% | — |
| 132 |  $BLK | BlackRock, Inc. | $885,789 | 0.1% | +0% | 70 |
| 133 | — | VANGUARD S&P 500 ETF - ETF | $863,320 | 0.1% | -0% | — |
| 134 |  $SPGI | S&P Global Inc. | $834,557 | 0.1% | +1% | 76.1 |
| 135 | — | ISHARES MSCI USA MIN VOL FACTOR ETF - ETF | $832,169 | 0.1% | +68% | — |
| 136 |  $RY | ROYAL BANK OF CANADA | $827,914 | 0.1% | +0% | 74.8 |
| 137 | — | DIMENSIONAL U.S. CORE EQUITY 2 ETF - ETF | $796,218 | 0.1% | +0% | — |
| 138 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $794,336 | 0.1% | +1% | 73.7 |
| 139 |  $NSC | NORFOLK SOUTHERN CORP | $792,452 | 0.1% | +2% | 63.2 |
| 140 |  $RF | REGIONS FINANCIAL CORP | $771,529 | 0.1% | +0% | 61.5 |
| 141 | — | ISHARES RUSSELL 2000 GROWTH ETF - ETF | $759,161 | 0.1% | -1% | — |
| 142 | — | VANGUARD MID-CAP INDEX FUND - ETF | $758,719 | 0.1% | +300% | — |
| 143 |  $T | AT&T INC. | $755,881 | 0.1% | -1% | 65.7 |
| 144 |  $ADI | ANALOG DEVICES INC | $748,356 | 0.1% | -31% | 79.2 |
| 145 |  $MO | ALTRIA GROUP, INC. | $734,135 | 0.1% | -4% | 67.4 |
| 146 | — | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF - ETF | $717,606 | 0.1% | -1% | — |
| 147 |  $IAU | ISHARES GOLD TRUST | $705,987 | 0.1% | -13% | — |
| 148 |  $LRCX | LAM RESEARCH CORP | $705,667 | 0.1% | -3% | 79.4 |
| 149 |  $FDX | FEDEX CORP | $693,091 | 0.1% | -26% | 60.3 |
| 150 |  $PFE | PFIZER INC | $689,069 | 0.1% | -13% | 62 |
New Positions (64)
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF - ETF$260,381
CAPITAL GROUP CORE BALANCED ETF - ETF$235,521
MATERIALS SELECT SECTOR SPDR FUND - ETF$231,942
$HONA Honeywell Aerospace Inc.$194,824 DIMENSIONAL US HIGH PROFITABILITY ETF - ETF$175,600
$FDXF FedEx Freight Holding Company, Inc.$165,190 CAPITAL GROUP GLOBAL EQUITY ETF - ETF$143,734
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF - ETF$127,501
CAPITAL GROUP DIVIDEND VALUE ETF - ETF$98,077
ISHARES MICRO-CAP ETF - ETF$97,620
CAPITAL GROUP DIVIDEND GROWERS ETF - ETF$96,316
CAPITAL GROUP U.S. SMALL AND MID CAP ETF - ETF$94,343
$NXG NXG NextGen Infrastructure Income Fund$92,729 CAPITAL GROUP GLOBAL GROWTH EQUITY ETF - ETF$85,646
ISHARES SECURITIZED INCOME ACTIVE ETF - ETF$84,862
Exited Positions (63)
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
VANGUARD MATERIALS INDEX FUND
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF
PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF
FREEDOM 100 EMERGING MARKETS ETF
VANGUARD CONSUMER STAPLES INDEX FUND
ISHARES MSCI GLOBAL GOLD MINERS ETF
ISHARES HIGH YIELD CORPORATE BOND BUYWRITE STRATEGY ETF
$IMKTA INGLES MARKETS INC
$TKR TIMKEN CO GMO INTERNATIONAL VALUE ETF
$VNT Vontier Corp
$CTRA Coterra Energy Inc.
$MDU MDU RESOURCES GROUP INC
$KNF Knife River CorpBrowse Top Institutional Investors
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