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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 5 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GLPI GAMING & LEISURE P COM Real Estate 91.0 $4K NEW $44.53 -2.2%
82 GTLS CHART INDS INC COM Industrials 18.0 $4K NEW $208.94 +0.5%
83 HRL HORMEL FOODS CORP COM Consumer Defensive 150.0 $4K NEW $24.82 -3.7%
84 DNUT KRISPY KREME INC COM Consumer Defensive 1,000.0 $4K NEW $3.53 +1.7%
85 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 77.0 $3K NEW $45.10 +18.5%
86 MG MISTRAS GROUP INC COM Industrials 192.0 $3K NEW $17.47 +8.5%
87 CMC COMMERCIAL METALS CO COM Basic Materials 50.0 $3K NEW $62.76 +5.7%
88 TRADR 2X LONG QBTS DAILY ETF 200.0 $3K NEW $14.98
89 TEX TEREX CORP NEW COM Industrials 40.0 $3K NEW $72.40 -8.2%
90 CSW INDUSTRIALS INC COM 10.0 $3K NEW $278.30
91 RSG REPUBLIC SVCS INC COM Industrials 12.0 $3K NEW $213.08 +3.6%
92 ESGD ISHARES ESG AWARE MSCI EAFE ETF 22.0 $2K NEW $102.82 +4.4%
93 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 6.0 $2K NEW $350.00 -9.7%
94 VTV VANGUARD VALUE INDEX FUND 9.0 $2K NEW $217.89 +3.9%
95 AMC ENTMT HLDGS INC CL A COM 1,000.0 $2K NEW $1.90
96 TAO SYNERGIES INC COM 500.0 $2K NEW $3.73
97 APTIV PLC COM SHS 30.0 $2K NEW $61.37
98 SNPS SYNOPSYS INC COM Technology 4.0 $2K NEW $446.00 -10.8%
99 ESGE ISHARES MSCI EM ESG SELECT ETF 26.0 $1K NEW $54.69 -1.4%
100 SHAK SHAKE SHACK INC CL A Consumer Cyclical 25.0 $1K NEW $56.04 +35.3%
Page 5 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%