Colonial Trust Co / SC

DOSSIER · 13F-HR · Q1 2026

Colonial Trust Co / SC

$735M in tracked AUM across 1,135 positions as of Q1 2026.

CT

CIK 0001954093 · last filed Mar 31, 2026

Total AUM

$735M

as of Q1 2026

Holdings

1,135

—

positions

Whale Score

48

48

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Colonial Trust Co / SC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

AAPL

APPLE INC COM

$37M145K5.0%02

IVV

ISHARES CORE S&P 500 ETF

$24M37K3.3%03

MSFT

MICROSOFT CORP COM

$24M64K3.2%04

GOOGL

ALPHABET INC CAP STK CL A

$16M56K2.2%05

JPM

JPMORGAN CHASE & CO COM

$16M54K2.1%06

LLY

LILLY ELI & CO COM

$16M17K2.1%07

NVDA

NVIDIA CORPORATION COM

$14M82K1.9%08

JNJ

JOHNSON & JOHNSON COM

$14M56K1.9%09

AMZN

AMAZON COM INC COM

$14M66K1.9%10

AGG

ISHARES CORE U.S. AGGREGATE BOND ETF