Institutions / Colonial Trust Co / SC

Colonial Trust Co / SC

CIK 1954093 · Institution · as of Dec 31, 2025
Portfolio value
$750.07M
Positions
1,094
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 1,094 →
CompanyClassValueShares% of portfolio
Apple Inc.$40.64M149,4955.4%
Microsoft Corp$29.91M61,8514.0%
iShares Core S&P 500 ETF$22.63M33,0413.0%
ELI LILLY & Co$18.70M17,4042.5%
Alphabet Inc.$17.90M57,1732.4%
JPMorgan Chase & Co$17.28M53,6302.3%
NVIDIA Corp$15.22M81,5942.0%
Amazon.com Inc$14.79M64,0932.0%
Johnson & Johnson$11.66M56,3461.6%
iShares Core Dividend Growth ETF$11.34M163,4121.5%
iShares Core U.S. Aggregate Bond ETF$11.16M111,6901.5%
Visa Inc$10.78M30,7261.4%
First Citizens Bancshares Inc /De$10.16M4,7341.4%
Walmart Inc.$9.84M88,3321.3%
The Goldman Sachs Group, Inc.$9.65M10,9731.3%
Meta Platforms Inc$9.54M14,4481.3%
Oracle Corp$9.20M47,2251.2%
Alphabet Inc.$9.10M29,0091.2%
iShares 0-5 Year Investment Grade Corporate Bond ETF$9.09M179,3551.2%
Palo Alto Networks Inc$8.70M47,2471.2%
Home Depot, Inc.$8.39M24,3771.1%
Eaton Corp plc$7.44M23,3711.0%
Warren E. Buffett$7.42M14,7591.0%
Costco Wholesale Corp /New$7.37M8,5431.0%
TJX Cos Inc/The$7.14M46,5041.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.