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Portfolio (Quarterly) Guide ↗

Colonial Trust Advisors

· CIK 0001567993
13F Portfolio $1.3B AUM 726 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 65 New 135 Added 147 Reduced 48 Exited
Page 10 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 3,804.0 $283K 0.02% -2K -29.4% $74.45 +9.7%
182 VLO VALERO ENERGY CORP COM Energy 1,130.0 $279K 0.02% +1K +769.2% $247.08 -0.9%
183 CRWV COREWEAVE INC COM CL A Technology 3,520.0 $273K 0.02% +50.0 +1.4% $77.47 +47.4%
184 VXF VANGUARD EXTENDED MARKET ETF 1,316.0 $271K 0.02% $205.80 +9.1%
185 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 1,825.0 $260K 0.02% $142.43 +13.1%
186 IAU ISHARES COMEX GOLD TRUST Financial Services 2,820.0 $249K 0.02% -409.0 -12.7% $88.16 -3.0%
187 SMLF ISHARES MSCI USA SMALL-CAP MULTIFACTOR ETF 3,208.0 $242K 0.02% $75.49 +8.5%
188 VRT VERTIV HOLDINGS CO COM CL A Industrials 919.0 $230K 0.02% +68.0 +8.0% $250.50 +50.2%
189 PH PARKER-HANNIFIN CORP COM Industrials 257.0 $230K 0.02% $895.24 -1.7%
190 LRCX LAM RESEARCH CORP COM Technology 1,075.0 $230K 0.02% $213.66 +40.0%
191 D DOMINION ENERGY INC COM Utilities 3,671.0 $227K 0.02% -100.0 -2.6% $61.82 +1.9%
192 VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 2,966.0 $223K 0.02% -2K -40.3% $75.10 +7.9%
193 NVS NOVARTIS AG SPONSORED ADR Healthcare 1,436.0 $219K 0.02% $152.80 -2.0%
194 ONEQ FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND 2,562.0 $218K 0.02% $84.93 +21.8%
195 CASY CASEYS GEN STORES INC COM Consumer Cyclical 298.0 $217K 0.02% -50.0 -14.4% $728.25 +17.1%
196 GDX VANECK VECTORS GOLD MINERS ETF 2,328.0 $214K 0.02% -771.0 -24.9% $91.77 -4.8%
197 SLV ISHARES SILVER TRUST Financial Services 3,050.0 $208K 0.02% -50.0 -1.6% $68.14 +1.3%
198 HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 4,800.0 $204K 0.02% $42.49 +4.3%
199 LRGF ISHARES MSCI USA MULTIFACTOR ETF 3,064.0 $202K 0.02% $66.01 +12.0%
200 CARR CARRIER GLOBAL CORPORATION COM Industrials 3,563.0 $201K 0.02% -797.0 -18.3% $56.31 +14.8%
Page 10 of 37  ·  726 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 28.4%
Financial Services 13.9%
Industrials 11.2%
Healthcare 11.0%
Consumer Defensive 8.9%
Consumer Cyclical 8.3%
Communication Services 8.1%
Energy 3.8%
Utilities 3.1%
Basic Materials 2.5%