Colonial Trust CO / Sc has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $633 Million distributed in 1095 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $36.4M, Microsoft Corp with a value of $22.9M, Eli Lilly & CO with a value of $14.8M, Ishares Core S&P 500 ETF with a value of $13.9M, and Jpmorgan Chase & CO with a value of $12.8M.
Examining the 13F form we can see an decrease of $28.8M in the current position value, from $662M to 633M.
Also it can be appreciated an additional of 40 stocks purchases and 2 closed positions.
Colonial Trust CO / Sc is based out at Spartanburg, SC
Below you can find more details about Colonial Trust CO / Sc portfolio as well as his latest detailed transactions.
Portfolio value
$633 Million
ETFs: $137 Million
Technology: $113 Million
Financial Services: $79.5 Million
Healthcare: $67.4 Million
Industrials: $54.9 Million
Consumer Defensive: $46.1 Million
Consumer Cyclical: $41.7 Million
Communication Services: $32.2 Million
Other: $59.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
