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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 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 12,636.0 $1.5M 0.10% -110.0 -0.9% $116.67 +54.2%
42 VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 3,866.0 $1.4M 0.10% -25.0 -0.6% $370.01 +2.2%
43 VOT VANGUARD MID-CAP GROWTH INDEX FUND 4,591.0 $1.4M 0.10% -49.0 -1.1% $306.30 -0.3%
44 VZ VERIZON COMMUNICATIONS INC COM Communication Services 31,661.0 $1.3M 0.09% -3K -7.3% $42.34 +16.8%
45 WPC WP CAREY INC COM Real Estate 17,401.0 $1.2M 0.09% -238.0 -1.4% $71.50 -0.4%
46 HSY HERSHEY CO COM Consumer Defensive 6,497.0 $1.1M 0.08% -513.0 -7.3% $175.45 +6.3%
47 MRK MERCK & CO. INC COM Healthcare 8,658.0 $1.1M 0.08% -649.0 -7.0% $128.49 +18.7%
48 PNC PNC FINL SVCS GROUP INC COM Financial Services 4,465.0 $1.1M 0.08% -30.0 -0.7% $246.21 -1.3%
49 SHW SHERWIN WILLIAMS CO COM Basic Materials 3,086.0 $1.1M 0.07% -200.0 -6.1% $344.32 +0.7%
50 AMGN AMGEN INC COM Healthcare 2,503.0 $906K 0.06% -775.0 -23.6% $362.10 +21.3%
51 CSL CARLISLE COS INC COM Industrials 2,177.0 $790K 0.06% -160.0 -6.8% $362.75 +1.4%
52 UPS UNITED PARCEL SERVICE INC CL B Industrials 7,019.0 $755K 0.05% -121.0 -1.7% $107.50 -5.1%
53 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 6,856.0 $753K 0.05% -144.0 -2.1% $109.78 -0.4%
54 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 1,290.0 $744K 0.05% -18.0 -1.4% $576.70 -7.2%
55 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 3,280.0 $735K 0.05% -905.0 -21.6% $223.95 +25.4%
56 ZTS ZOETIS INC CL A Healthcare 9,260.0 $665K 0.05% -7K -44.5% $71.86 +8.2%
57 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 1,564.0 $650K 0.04% -570.0 -26.7% $415.29 +15.7%
58 AMD ADVANCED MICRO DEVICES INC COM Technology 905.0 $526K 0.04% -31.0 -3.3% $580.91 -18.5%
59 FBNC FIRST BANCORP N C COM Financial Services 8,204.0 $524K 0.04% -2K -16.7% $63.93 +1.2%
60 CL COLGATE PALMOLIVE CO COM Consumer Defensive 5,384.0 $494K 0.03% -100.0 -1.8% $91.68 -0.7%
Page 3 of 8  ·  144 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%