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Portfolio (Quarterly) Guide ↗

Colonial Trust Advisors

· CIK 0001567993
13F Portfolio $1.4B AUM 807 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 114 New 151 Added 144 Reduced 30 Exited
Page 7 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PPL PPL CORP COM Utilities 753.0 $27K 0.00% +400.0 +113.3% $36.35 -5.4%
122 PLD PROLOGIS INC. COM Real Estate 199.0 $27K 0.00% +115.0 +136.9% $135.47 +4.7%
123 MS MORGAN STANLEY COM NEW Financial Services 113.0 $24K 0.00% +20.0 +21.5% $209.04 +2.5%
124 INTU INTUIT COM Technology 76.0 $20K 0.00% +22.0 +40.7% $261.00 +40.6%
125 AXON AXON ENTERPRISE INC COM Industrials 34.0 $19K 0.00% +7.0 +25.9% $560.62 +12.0%
126 NTAP NETAPP INC COM Technology 122.0 $19K 0.00% +22.0 +22.0% $154.76 +24.2%
127 MUSA MURPHY USA INC COM Consumer Cyclical 33.0 $18K 0.00% +13.0 +65.0% $538.88 +5.7%
128 CB CHUBB LIMITED COM Financial Services 50.0 $17K 0.00% +6.0 +13.6% $340.74 +0.1%
129 RYN RAYONIER INC COM Real Estate 475.0 $10K 0.00% +6.0 +1.3% $21.28 -0.4%
130 SCHF SCHWAB INTERNATIONAL EQUITY ETF 354.0 $10K 0.00% +2.0 +0.6% $27.72 +2.7%
131 ETHU 2X ETHER ETF 850.0 $10K 0.00% +350.0 +70.0% $11.41 +122.2%
132 SOLT 2X SOLANA ETF 300.0 $10K 0.00% +100.0 +50.0% $32.27 +47.2%
133 LUV SOUTHWEST AIRLS CO COM Industrials 150.0 $8K 0.00% +1.0 +0.7% $51.31 -21.3%
134 EMN EASTMAN CHEM CO COM Basic Materials 102.0 $7K +1.0 +1.0% $67.24 +10.2%
135 SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 139.0 $7K +57.0 +69.5% $47.83 +5.4%
136 VOLATILITY SHARES TRUST XRP 2X ETF 300.0 $7K +100.0 +50.0% $21.76
137 EXC EXELON CORP COM Utilities 135.0 $6K +52.0 +62.6% $46.62 -6.1%
138 CDNS CADENCE DESIGN SYSTEM INC COM Technology 16.0 $6K +6.0 +60.0% $375.31 -15.0%
139 AG FIRST MAJESTIC SILVER CORP COM Basic Materials 350.0 $6K +250.0 +250.0% $16.96 +24.4%
140 BROWN FORMAN CORP CL B 214.0 $6K +2.0 +0.9% $26.66
Page 7 of 8  ·  151 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.7%
Financial Services 13.6%
Industrials 11.2%
Healthcare 11.2%
Consumer Cyclical 7.9%
Consumer Defensive 7.7%
Communication Services 6.9%
Utilities 2.8%
Energy 2.8%
Basic Materials 2.4%