13F Insight
DOSSIER · 13F-HR · Q2 2026

Colonial Trust Co / SC

$790M in tracked AUM across 1,135 positions as of Q2 2026.

CT
CIK 0001954093 · last filed Jun 30, 2026
Total AUM
$790M
as of Q2 2026
Holdings
1,135
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Colonial Trust Co / SC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC COM
$41M143K5.2%02
IVV
ISHARES CORE S&P 500 ETF
$27M36K3.4%03
MSFT
MICROSOFT CORP COM
$23M63K3.0%04
LLY
LILLY ELI & CO COM
$20M17K2.5%05
AMAT
APPLIED MATLS INC COM
$19M26K2.4%06
GOOGL
ALPHABET INC CAP STK CL A
$18M52K2.3%07
JPM
JPMORGAN CHASE & CO COM
$17M51K2.1%08
NVDA
NVIDIA CORPORATION COM
$17M83K2.1%09
PANW
PALO ALTO NETWORKS INC COM
$16M48K2.1%10
AMZN
AMAZON COM INC COM
$15M64K1.9%

Filing history

2026Q2Jun 30
$790M▲ 7.4%
1,135 positionsView →2026Q1Mar 31
$735M▼ 2.0%
1,135 positionsView →2025Q4Dec 31
$750M▲ 1.0%
1,094 positionsView →2025Q3Sep 30
$742M▲ 8.1%
1,088 positionsView →2025Q2Jun 30
$687M▲ 6.7%
1,092 positionsLocked2025Q1Mar 31
$644M▼ 4.3%
1,095 positionsLocked2024Q4Dec 31
$673M▲ 3.8%
1,321 positionsLocked2024Q3Sep 30
$648M▲ 14.2%
1,104 positionsLocked2024Q2Jun 30
$568M▲ 6.3%
982 positionsLocked2024Q1Mar 31
$534M▲ 11.3%
984 positionsLocked2023Q4Dec 31
$480M▲ 18.6%
970 positionsLocked2023Q3Sep 30
$405M▼ 3.1%
951 positionsLocked
Showing 12 of 16