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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 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ENTERGY CORP NEW COM 1,220.0 $140K 0.01% -64.0 -5.0% $114.86
82 CTVA CORTEVA INC COM Basic Materials 1,611.0 $136K 0.01% -17.0 -1.0% $84.69 -3.4%
83 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 1,263.0 $124K 0.01% -149.0 -10.6% $98.18 +7.2%
84 FBIN FORTUNE BRANDS HOME & SEC INC COM Industrials 2,140.0 $117K 0.01% -228.0 -9.6% $54.90 -18.9%
85 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 3,664.0 $116K 0.01% -13K -78.3% $31.61 +10.7%
86 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 224.0 $111K 0.01% -13.0 -5.5% $496.73 +10.3%
87 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 1,000.0 $107K 0.01% -135.0 -11.9% $107.13 +4.0%
88 IEV ISHARES EUROPE ETF 1,401.0 $102K 0.01% -365.0 -20.7% $72.85 +4.1%
89 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 1,829.0 $96K 0.01% -2K -46.3% $52.41 -0.6%
90 SDS PROSHARES ULTRASHORT S&P 500 1,675.0 $95K 0.01% -2K -59.9% $56.87 -4.0%
91 PFE PFIZER INC COM Healthcare 3,439.0 $83K 0.01% -2K -39.7% $24.08 +16.6%
92 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 1,290.0 $83K 0.01% -73.0 -5.4% $64.01 +16.9%
93 CCI CROWN CASTLE INTL CORP NEW COM Real Estate 1,025.0 $78K 0.01% -100.0 -8.9% $75.73 -0.3%
94 SHOP SHOPIFY INC CL A Technology 593.0 $68K 0.01% -60.0 -9.2% $114.18 +30.7%
95 JOF JAPAN SMALLER CAPITALIZATION F COM Financial Services 5,649.0 $67K 0.01% -750.0 -11.7% $11.78 +5.4%
96 GPN GLOBAL PMTS INC COM Industrials 899.0 $65K 0.01% -230.0 -20.4% $72.56 +28.8%
97 XLU UTILITIES SELECT SECTOR SPDR FUND 1,420.0 $64K 0.00% -150.0 -9.6% $45.34 -5.7%
98 TD TORONTO DOMINION BK ONT COM NEW Financial Services 515.0 $63K 0.00% -51.0 -9.0% $121.53 -3.6%
99 CENCORA INC COM 200.0 $57K 0.00% -18.0 -8.3% $282.98
100 GIS GENERAL MLS INC COM Consumer Defensive 1,500.0 $52K 0.00% -150.0 -9.1% $34.80 +14.9%
Page 5 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%