Colonial Trust CO / Sc has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $561 Million distributed in 982 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $27.8M, Microsoft Corp with a value of $24.3M, Eli Lilly & CO with a value of $16M, Humana Inc with a value of $14.7M, and Ishares Core S&P 500 ETF with a value of $12.6M.
Examining the 13F form we can see an increase of $31.9M in the current position value, from $529M to 561M.
Also it can be appreciated an additional of 53 stocks purchases and 1 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
$561 Million
ETFs: $114 Million
Technology: $106 Million
Healthcare: $71.8 Million
Financial Services: $61.2 Million
Industrials: $52.3 Million
Consumer Cyclical: $38.1 Million
Consumer Defensive: $38 Million
Communication Services: $30.3 Million
Other: $48.7 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
