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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  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CMPS COMPASS PATHWAYS PLC SPONSORED ADS Healthcare 1,000.0 $14K 0.00% -1K -50.0% $14.15 -5.8%
122 UNILEVER PLC SPON ADR NEW 222.0 $13K 0.00% -711.0 -76.2% $60.12
123 QTUM DEFIANCE QUANTUM ETF 80.0 $13K 0.00% -20.0 -20.0% $165.38 -9.0%
124 UYG PROSHARES ULTRA FINANCIALS 150.0 $13K 0.00% -50.0 -25.0% $85.57 +13.6%
125 SCHZ SCHWAB US AGGREGATE BOND ETF 532.0 $12K 0.00% -5K -89.8% $23.14 -1.6%
126 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 101.0 $12K 0.00% -158.0 -61.0% $114.18 +6.0%
127 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 314.0 $11K 0.00% -36.0 -10.3% $36.02 +7.6%
128 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 206.0 $10K 0.00% -800.0 -79.5% $50.42 +9.9%
129 LSF LAIRD SUPERFOOD INC COM STK Consumer Defensive 2,000.0 $9K 0.00% -1K -33.3% $4.70 -19.8%
130 SHLD GLOBAL X DEFENSE TECH ETF 151.0 $9K 0.00% -100.0 -39.8% $59.63 +12.5%
131 VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 90.0 $7K -366.0 -80.3% $79.22 -0.8%
132 MSTR STRATEGY INC CL A NEW Technology 80.0 $7K -100.0 -55.6% $86.92 +37.2%
133 TIP ISHARES TIPS BOND ETF 51.0 $6K -117.0 -69.6% $108.65 -1.4%
134 CLX CLOROX CO DEL COM Consumer Defensive 51.0 $5K -49.0 -49.0% $95.78 +11.4%
135 AMT AMERICAN TOWER CORP COM Real Estate 20.0 $3K -500.0 -96.2% $163.55 +7.5%
136 WAB WABTEC COM Industrials 8.0 $2K -2.0 -20.0% $269.62 +10.4%
137 CALY CALLAWAY GOLF CO COM Consumer Cyclical 100.0 $2K -200.0 -66.7% $18.79 -15.4%
138 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 17.0 $2K -110.0 -86.6% $88.59 -36.6%
139 MICC MAGNUM ICE CREAM CO NV ORD SHS Consumer Defensive 50.0 $871.0 -160.0 -76.2% $17.42 +14.6%
140 VTRS VIATRIS INC COM Healthcare 36.0 $576.0 -121.0 -77.1% $16.00 +2.0%
Page 7 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%