Colonial Trust CO / Sc Portfolio Holdings
Colonial Trust CO / Sc
- $633 Million
- Q1 2025
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.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 1,095
- Current Value $633 Million
- Prior Value $662 Million
- Filing
- Period Q1 2025
- Filing Date May 13, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 40 stocks
- Additional Purchases 216 stocks
- Sold out of 2 stocks
- Reduced holdings in 560 stocks