CIK 1954093
Colonial Trust Co / SC
Institutional 13F holdings & portfolio
Holdings
1,094
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 1,094
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 15K | $500K+ | SH |
| RY | ROYAL BK CDA COM | 4K | $500K+ | SH |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 16K | $500K+ | SH |
| NSC | NORFOLK SOUTHN CORP COM | 2K | $500K+ | SH |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 18K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC COM | 3K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 4K | $500K+ | SH |
| VO | VANGUARD MID-CAP INDEX FUND | 2K | $500K+ | SH |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 6K | $500K+ | SH |
| ADBE | ADOBE SYSTEMS INCORPORATED COM | 2K | $500K+ | SH |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 20K | $500K+ | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 11K | $500K+ | SH |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 5K | $500K+ | SH |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | 2K | $500K+ | SH |
| EME | EMCOR GROUP INC COM | 1K | $500K+ | SH |
| TSLA | TESLA INC COM | 1K | $500K+ | SH |
| KVUE | KENVUE INC COM | 35K | $500K+ | SH |
| CSL | CARLISLE COS INC COM | 2K | $500K+ | SH |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | 9K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP COM | 2K | $500K+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | 4K | $500K+ | SH |
| DGX | QUEST DIAGNOSTICS INC COM | 3K | $500K+ | SH |
| RSG | REPUBLIC SVCS INC COM | 3K | $500K+ | SH |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 5K | $500K+ | SH |
| RCL | ROYAL CARIBBEAN GROUP COM | 2K | $500K+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 20K | $500K+ | SH |
| DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 8K | $500K+ | SH |
| AFL | AFLAC INC COM | 5K | $500K+ | SH |
| CRM | SALESFORCE COM INC COM | 2K | $500K+ | SH |
| WPC | WP CAREY INC COM | 8K | $500K+ | SH |
| QLTA | ISHARES AAA-A RATED CORPORATE BOND ETF | 11K | $500K+ | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 3K | $500K+ | SH |
| UL | UNILEVER PLC SPON ADR NEW | 8K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC COM SHS | 4K | $500K+ | SH |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 5K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW COM | 5K | $100K–$500K | SH |
| GLW | CORNING INC COM | 6K | $100K–$500K | SH |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 5K | $100K–$500K | SH |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 3K | $100K–$500K | SH |
| VNQ | VANGUARD REAL ESTATE ETF | 5K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 9K | $100K–$500K | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 2K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO COM | 6K | $100K–$500K | SH |
| IWR | ISHARES RUSSELL MID-CAP ETF | 5K | $100K–$500K | SH |
| NDAQ | NASDAQ INC COM | 5K | $100K–$500K | SH |
| HSY | HERSHEY CO COM | 2K | $100K–$500K | SH |
| DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 7K | $100K–$500K | SH |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | 2K | $100K–$500K | SH |
| PEY | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | 21K | $100K–$500K | SH |
| SHW | SHERWIN WILLIAMS CO COM | 1K | $100K–$500K | SH |