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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 3 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RJF RAYMOND JAMES FINL INC COM Financial Services 91.0 $14K 0.00% NEW $152.03 +15.2%
42 ROK ROCKWELL AUTOMATION INC COM Industrials 27.0 $13K 0.00% NEW $495.07 -11.7%
43 KR KROGER CO COM Consumer Defensive 237.0 $13K 0.00% NEW $55.53 +4.3%
44 MTZ MASTEC INC COM Industrials 30.0 $12K 0.00% NEW $416.07 -36.0%
45 RMD RESMED INC COM Healthcare 64.0 $12K 0.00% NEW $194.88 +18.8%
46 MSCI MSCI INC COM Financial Services 22.0 $12K 0.00% NEW $560.05 +0.6%
47 AMP AMERIPRISE FINL INC COM Financial Services 26.0 $12K 0.00% NEW $458.77 +21.1%
48 ROL ROLLINS INC COM Consumer Cyclical 285.0 $12K 0.00% NEW $41.74 -11.6%
49 CUBI CUSTOMERS BANCORP INC COM Financial Services 145.0 $11K 0.00% NEW $79.10 +0.9%
50 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 43.0 $11K 0.00% NEW $261.37 +30.8%
51 EVEREST GROUP LTD COM 31.0 $11K 0.00% NEW $357.23
52 CWEN CLEARWAY ENERGY INC CL C Utilities 300.0 $10K 0.00% NEW $34.18 -4.7%
53 LSCC LATTICE SEMICONDUCTOR CORP COM Technology 66.0 $10K 0.00% NEW $152.95 -23.1%
54 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 544.0 $10K 0.00% NEW $17.73 -3.9%
55 FN FABRINET SHS Technology 17.0 $10K 0.00% NEW $562.06 -22.3%
56 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 32.0 $9K 0.00% NEW $296.03 +15.5%
57 NXRT NEXPOINT RESIDENTIAL TR INC COM Real Estate 333.0 $9K 0.00% NEW $27.92 -12.2%
58 MUX MCEWEN INC. COM NEW Basic Materials 500.0 $9K 0.00% NEW $18.13 +14.6%
59 LPX LOUISIANA PAC CORP COM Basic Materials 113.0 $9K 0.00% NEW $78.66 -7.0%
60 THC TENET HEALTHCARE CORP COM NEW Healthcare 46.0 $9K 0.00% NEW $187.09 +50.1%
Page 3 of 6  ·  114 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%