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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 10 of 41  ·  807 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SMLF ISHARES MSCI USA SMALL-CAP MULTIFACTOR ETF 3,308.0 $295K 0.02% +100.0 +3.1% $89.15 +0.2%
182 VLO VALERO ENERGY CORP COM Energy 1,130.0 $294K 0.02% $260.44 +34.0%
183 WFC WELLS FARGO CO NEW COM Financial Services 3,520.0 $291K 0.02% -223.0 -6.0% $82.63 +1.5%
184 ONEQ FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND 2,763.0 $285K 0.02% +201.0 +7.8% $103.21 -0.1%
185 PH PARKER-HANNIFIN CORP COM Industrials 288.0 $282K 0.02% +31.0 +12.1% $978.12 +2.4%
186 CARR CARRIER GLOBAL CORPORATION COM Industrials 3,728.0 $273K 0.02% +165.0 +4.6% $73.35 -17.7%
187 CMCSA COMCAST CORP NEW CL A Communication Services 11,095.0 $272K 0.02% -630.0 -5.4% $24.55 +9.4%
188 CVS CVS HEALTH CORP COM Healthcare 2,602.0 $269K 0.02% +202.0 +8.4% $103.43 -10.1%
189 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 3,393.0 $269K 0.02% -3K -50.6% $79.22 +6.4%
190 MU MICRON TECHNOLOGY INC COM Technology 230.0 $266K 0.02% +39.0 +20.4% $1156.78 -16.4%
191 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 3,721.0 $265K 0.02% +1K +45.2% $71.25 +3.0%
192 VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 2,966.0 $248K 0.02% $83.75 +2.3%
193 ABT ABBOTT LABS COM Healthcare 2,669.0 $242K 0.02% -740.0 -21.7% $90.74 +28.5%
194 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 2,980.0 $240K 0.02% -824.0 -21.7% $80.37 +17.7%
195 CASY CASEYS GEN STORES INC COM Consumer Cyclical 298.0 $237K 0.02% $794.10 +5.2%
196 T AT&T INC COM Communication Services 11,270.0 $233K 0.02% -82.0 -0.7% $20.70 +22.3%
197 FCX FREEPORT-MCMORAN INC CL B Basic Materials 3,708.0 $233K 0.02% +3K +339.9% $62.89 +21.9%
198 LRGF ISHARES MSCI USA MULTIFACTOR ETF 3,064.0 $232K 0.02% $75.64 +3.1%
199 D DOMINION ENERGY INC COM Utilities 3,290.0 $225K 0.02% -381.0 -10.4% $68.29 -2.5%
200 BA BOEING CO COM Industrials 1,017.0 $220K 0.01% +85.0 +9.1% $216.47 -1.0%
Page 10 of 41  ·  807 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%