Institutional Fund
Colonial Trust Co / Sc
Spartanburg, SCCIK 19540935 filings on record
Portfolio Value
$735.16M
Q1 2026
Holdings
1,134
Reported positions
New Buys
83
Opened this quarter
QoQ Change
-2.0%
from $750.07M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.0%
- Ishares Tr3.3%
- Microsoft Corp3.2%
- Alphabet Inc2.2%
- Jpmorgan Chase & Co.2.1%
- Eli Lilly & Co2.1%
- Other82.1%
Portfolio Holdings
1,134 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 144.6K | $36.70M | 5.0% | −4.9K | Reduced |
| 2 | Ishares Tr | 36.6K | $23.90M | 3.3% | +3.5K | Added |
| 3 | Microsoft Corp | 63.6K | $23.55M | 3.2% | +1.8K | Added |
| 4 | Alphabet Inc | 55.7K | $16.01M | 2.2% | −1.5K | Reduced |
| 5 | Jpmorgan Chase & Co. | 53.7K | $15.79M | 2.1% | +57 | Added |
| 6 | Eli Lilly & Co | 17.1K | $15.69M | 2.1% | −349 | Reduced |
| 7 | Nvidia Corporation | 81.9K | $14.28M | 1.9% | +294 | Added |
| 8 | Johnson & Johnson | 56.2K | $13.73M | 1.9% | −171 | Reduced |
| 9 | Amazon Com Inc | 65.6K | $13.67M | 1.9% | +1.6K | Added |
| 10 | Ishares Tr | 121.6K | $12.07M | 1.6% | +9.9K | Added |
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