Colonial Trust CO / Sc has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $529 Million distributed in 984 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.5M, Microsoft Corp with a value of $22.4M, Humana Inc with a value of $15.5M, Eli Lilly & CO with a value of $13.9M, and Ishares Core S&P 500 ETF with a value of $11.9M.
Examining the 13F form we can see an increase of $53.5M in the current position value, from $476M to 529M.
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
$529 Million
ETFs: $109 Million
Technology: $92.5 Million
Healthcare: $70.3 Million
Financial Services: $56.6 Million
Industrials: $51.8 Million
Consumer Cyclical: $37 Million
Consumer Defensive: $35.2 Million
Communication Services: $27.5 Million
Other: $47.6 Million
Stock Holdings Table Market Cap. of $200 Billions or more