Long-term investor
Colonial Trust Co. / Sc @colonialtrustcosc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001954093).
Record
- Tracked since 2025-06-30 (454 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +16.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.2% · long · since 2025-06-30
- 464287200 · 3.4% · long · since 2025-06-30
- MSFT · 3.0% · long · since 2025-06-30
- LLY · 2.5% · long · since 2025-06-30
- AMAT · 2.4% · long · since 2025-06-30
- 02079K305 · 2.3% · long · since 2025-06-30
- JPM · 2.1% · long · since 2025-06-30
- NVDA · 2.1% · long · since 2025-06-30
- PANW · 2.1% · long · since 2025-06-30
- AMZN · 1.9% · long · since 2025-06-30
- JNJ · 1.7% · long · since 2025-06-30
- 46434V621 · 1.6% · long · since 2025-06-30