Colonial Trust Co / SC Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$750.0B

Holdings

1,094

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,094 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC COM
149,495$40.0B5.33%
2
MSFTMICROSOFT CORP COM
61,851$29.0B3.87%
3
IVVISHARES CORE S&P 500 ETF
33,041$22.0B2.93%
4
LLYLILLY ELI & CO COM
17,404$18.0B2.40%
5
GOOGLALPHABET INC CAP STK CL A
57,173$17.0B2.27%
6
JPMJPMORGAN CHASE & CO COM
53,630$17.0B2.27%
7
NVDANVIDIA CORPORATION COM
81,594$15.0B2.00%
8
AMZNAMAZON COM INC COM
64,093$14.0B1.87%
9
JNJJOHNSON & JOHNSON COM
56,346$11.0B1.47%
10
DGROISHARES CORE DIVIDEND GROWTH ETF
163,412$11.0B1.47%
11
AGGISHARES CORE U.S. AGGREGATE BOND ETF
111,690$11.0B1.47%
12
VVISA INC COM CL A
30,726$10.0B1.33%
13
FCNCAFIRST CTZNS BANCSHARES INC N C CL A
4,734$10.0B1.33%
14
WMTWALMART INC COM
88,332$9.0B1.20%
15
GSGOLDMAN SACHS GROUP INC COM
10,973$9.0B1.20%
16
METAMETA PLATFORMS INC CL A
14,448$9.0B1.20%
17
ORCLORACLE CORP COM
47,225$9.0B1.20%
18
SLQDISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
179,355$9.0B1.20%
19
GOOGALPHABET INC CAP STK CL C
29,009$9.0B1.20%
20
PANWPALO ALTO NETWORKS INC COM
47,247$8.0B1.07%
21
HDHOME DEPOT INC COM
24,377$8.0B1.07%
22
TJXTJX COS INC NEW COM
46,504$7.0B0.93%
23
AMATAPPLIED MATLS INC COM
27,753$7.0B0.93%
24
WMWASTE MGMT INC DEL COM
32,379$7.0B0.93%
25
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
14,759$7.0B0.93%
26
ETNEATON CORP PLC SHS
23,371$7.0B0.93%
27
COSTCOSTCO WHSL CORP NEW COM
8,543$7.0B0.93%
28
UNPUNION PAC CORP COM
28,075$6.0B0.80%
29
DUKDUKE ENERGY CORP NEW COM NEW
57,302$6.0B0.80%
30
HUMHUMANA INC COM
27,046$6.0B0.80%
31
BXBLACKSTONE GROUP INC COM
41,362$6.0B0.80%
32
PGPROCTER AND GAMBLE CO COM
46,509$6.0B0.80%
33
FLOTISHARES FLOATING RATE BOND ETF
123,346$6.0B0.80%
34
BSCSINVESCO BULLETSHARES 2028 CORPORATE BOND ETF
243,353$5.0B0.67%
35
CSCOCISCO SYS INC COM
68,128$5.0B0.67%
36
ACNACCENTURE PLC IRELAND SHS CLASS A
19,534$5.0B0.67%
37
SCHWSCHWAB CHARLES CORP COM
50,543$5.0B0.67%
38
IJHISHARES S&P MIDCAP FUND
86,134$5.0B0.67%
39
APDAIR PRODS & CHEMS INC COM
20,546$5.0B0.67%
40
AJGGALLAGHER ARTHUR J & CO COM
22,000$5.0B0.67%
41
TTTRANE TECHNOLOGIES PLC SHS
13,111$5.0B0.67%
42
KOCOCA COLA CO COM
80,267$5.0B0.67%
43
IQLTISHARES MSCI INTL QUALITY FACTOR ETF
126,305$5.0B0.67%
44
CVXCHEVRON CORP NEW COM
37,565$5.0B0.67%
45
SYKSTRYKER CORPORATION COM
12,270$4.0B0.53%
46
LMTLOCKHEED MARTIN CORP COM
8,329$4.0B0.53%
47
CITCINTAS CORP COM
22,448$4.0B0.53%
48
BSCRINVESCO BULLETSHARES 2027 CORPORATE BOND ETF
246,533$4.0B0.53%
49
IJRISHARES S&P SMALL-CAP FUND
36,370$4.0B0.53%
50
SPYSPDR S&P 500 ETF
6,242$4.0B0.53%
51
NEENEXTERA ENERGY INC COM
50,486$4.0B0.53%
52
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
56,383$4.0B0.53%
53
BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF
221,987$4.0B0.53%
54
BKNGBOOKING HOLDINGS INC COM
770$4.0B0.53%
55
TXNTEXAS INSTRS INC COM
20,969$3.0B0.40%
56
NFLXNETFLIX INC COM
35,468$3.0B0.40%
57
XOMEXXON MOBIL CORP COM
27,585$3.0B0.40%
58
UNHUNITEDHEALTH GROUP INC COM
10,383$3.0B0.40%
59
VIKVIKING HOLDINGS LTD ORD SHS
46,256$3.0B0.40%
60
BSCTINVESCO BULLETSHARES 2029 CORPORATE BOND ETF
208,241$3.0B0.40%
61
CMECME GROUP INC COM
11,708$3.0B0.40%
62
STESTERIS PLC SHS USD
12,523$3.0B0.40%
63
LOWLOWES COS INC COM
12,952$3.0B0.40%
64
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
12,464$3.0B0.40%
65
BSCUINVESCO BULLETSHARES 2030 CORPORATE BOND ETF
192,136$3.0B0.40%
66
PSXPHILLIPS 66 COM
27,794$3.0B0.40%
67
DISWALT DISNEY CO
30,346$3.0B0.40%
68
PEPPEPSICO INC COM
25,427$3.0B0.40%
69
AVGOBROADCOM INC COM
7,986$2.0B0.27%
70
UBERUBER TECHNOLOGIES INC COM
26,496$2.0B0.27%
71
AQLTISHARES CORE MSCI EAFE ETF
25,328$2.0B0.27%
72
IWFISHARES RUSSELL 1000 GROWTH ETF
5,737$2.0B0.27%
73
WECWEC ENERGY GROUP INC COM
20,780$2.0B0.27%
74
EWEDWARDS LIFESCIENCES CORP COM
32,960$2.0B0.27%
75
ECLECOLAB INC COM
9,724$2.0B0.27%
76
CATCATERPILLAR INC COM
4,783$2.0B0.27%
77
VOTVANGUARD MID-CAP GROWTH INDEX FUND
7,572$2.0B0.27%
78
IGROISHARES INTERNATIONAL DIVIDEND GROWTH ETF
28,601$2.0B0.27%
79
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
11,615$2.0B0.27%
80
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
49,751$2.0B0.27%
81
RTXRTX CORPORATION COM
12,613$2.0B0.27%
82
NOWSERVICENOW INC COM
13,514$2.0B0.27%
83
ASMLASML HOLDING N V N Y REGISTRY SHS
2,373$2.0B0.27%
84
ABBVABBVIE INC COM
9,664$2.0B0.27%
85
IBMINTERNATIONAL BUSINESS MACHS COM
7,648$2.0B0.27%
86
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
41,435$2.0B0.27%
87
COPCONOCOPHILLIPS COM
26,992$2.0B0.27%
88
BLKBLACKROCK INC COM
1,115$1.0B0.13%
89
DEDEERE & CO COM
3,702$1.0B0.13%
90
IBBISHARES NASDAQ BIOTECHNOLOGY INDEX FUND
9,002$1.0B0.13%
91
MCDMCDONALDS CORP COM
4,782$1.0B0.13%
92
GQ9SPDR GOLD SHARES
5,014$1.0B0.13%
93
VTVVANGUARD VALUE INDEX FUND
8,118$1.0B0.13%
94
MRKMERCK & CO. INC COM
10,144$1.0B0.13%
95
4I1PHILIP MORRIS INTL INC COM
12,170$1.0B0.13%
96
CICIGNA CORP NEW COM
3,901$1.0B0.13%
97
UPSUNITED PARCEL SERVICE INC CL B
10,154$1.0B0.13%
98
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
14,321$1.0B0.13%
99
EOGEOG RES INC COM
18,191$1.0B0.13%
100
PSAPUBLIC STORAGE OPER CO COM
7,055$1.0B0.13%
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