Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Colonial Trust Co / SC (CIK 1954093) reported $735.2M across 1,126 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($36.7M, 4.99%), IVV ($23.9M, 3.25%), MSFT ($23.6M, 3.20%), GOOGL ($16.0M, 2.18%), JPM ($15.8M, 2.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $36.7M | 4.99% | 144,616 | Trimmed |
| 2 | IVV | ISHARES CORE S&P 500 ETF | $23.9M | 3.25% | 36,589 | Added |
| 3 | MSFT | MICROSOFT CORP COM | $23.6M | 3.20% | 63,621 | Added |
| 4 | GOOGL | ALPHABET INC CAP STK CL A | $16.0M | 2.18% | 55,677 | Trimmed |
| 5 | JPM | JPMORGAN CHASE & CO COM | $15.8M | 2.15% | 53,687 | Added |
| 6 | LLY | LILLY ELI & CO COM | $15.7M | 2.13% | 17,055 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION COM | $14.3M | 1.94% | 81,888 | Added |
| 8 | JNJ | JOHNSON & JOHNSON COM | $13.7M | 1.87% | 56,175 | Trimmed |
| 9 | AMZN | AMAZON COM INC COM | $13.7M | 1.86% | 65,644 | Added |
| 10 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $12.1M | 1.64% | 121,622 | Added |
| 11 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $11.6M | 1.58% | 165,754 | Added |
| 12 | WMT | WALMART INC COM | $10.7M | 1.45% | 85,892 | Trimmed |
| 13 | SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $9.7M | 1.32% | 192,545 | Added |
| 14 | AMAT | APPLIED MATLS INC COM | $9.2M | 1.26% | 27,061 | Trimmed |
| 15 | V | VISA INC COM CL A | $9.2M | 1.25% | 30,402 | Trimmed |
| 16 | GS | GOLDMAN SACHS GROUP INC COM | $8.9M | 1.21% | 10,515 | Trimmed |
| 17 | FCNCA | FIRST CTZNS BANCSHARES INC N C CL A | $8.9M | 1.21% | 4,713 | Trimmed |
| 18 | ETN | EATON CORP PLC SHS | $8.4M | 1.15% | 23,557 | Added |
| 19 | COST | COSTCO WHSL CORP NEW COM | $8.5M | 1.15% | 8,493 | Trimmed |
| 20 | GOOG | ALPHABET INC CAP STK CL C | $8.2M | 1.12% | 28,622 | Trimmed |
| 21 | META | META PLATFORMS INC CL A | $8.1M | 1.10% | 14,178 | Trimmed |
| 22 | PANW | PALO ALTO NETWORKS INC COM | $7.9M | 1.07% | 49,285 | Added |
| 23 | HD | HOME DEPOT INC COM | $7.8M | 1.06% | 23,611 | Trimmed |
| 24 | DUK | DUKE ENERGY CORP NEW COM NEW | $7.6M | 1.04% | 58,241 | Added |
| 25 | WM | WASTE MGMT INC DEL COM | $7.6M | 1.03% | 33,095 | Added |
Source: SEC Form 13F filings · as of 2026-03-31