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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 11 of 41  ·  807 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 4,650.0 $218K 0.01% -150.0 -3.1% $46.92 +0.7%
202 NVS NOVARTIS AG SPONSORED ADR Healthcare 1,390.0 $218K 0.01% -46.0 -3.2% $156.77 +1.3%
203 IAU ISHARES COMEX GOLD TRUST Financial Services 2,820.0 $213K 0.01% $75.51 +14.9%
204 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 738.0 $211K 0.01% +7.0 +1.0% $285.58 -1.0%
205 CSX CSX CORP COM Industrials 4,356.0 $207K 0.01% +375.0 +9.4% $47.53 +8.5%
206 IYW ISHARES U.S. TECHNOLOGY ETF 818.0 $206K 0.01% $252.23 -2.0%
207 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 3,467.0 $200K 0.01% +416.0 +13.6% $57.62 +16.3%
208 MPC MARATHON PETE CORP COM Energy 770.0 $197K 0.01% $255.63 +41.1%
209 TGT TARGET CORP COM Consumer Defensive 1,505.0 $197K 0.01% +107.0 +7.7% $130.59 +26.7%
210 VWO VANGUARD FTSE EMERGING MARKETS ETF 3,289.0 $196K 0.01% +715.0 +27.8% $59.69 +1.3%
211 AON AON PLC SHS CL A Financial Services 587.0 $195K 0.01% $331.69 +7.1%
212 STRV STRIVE 500 ETF 3,949.0 $191K 0.01% $48.30 -1.4%
213 AFL AFLAC INC COM Financial Services 1,548.0 $182K 0.01% $117.25 -1.0%
214 CHKP CHECK POINT SOFTWARE TECH LTD ORD Technology 1,364.0 $179K 0.01% -37.0 -2.6% $131.43 -0.7%
215 LIN LINDE PLC SHS Basic Materials 343.0 $178K 0.01% -21.0 -5.8% $518.94 -6.0%
216 GDX VANECK VECTORS GOLD MINERS ETF 2,328.0 $176K 0.01% $75.45 +36.3%
217 NVO NOVO-NORDISK A S ADR Healthcare 3,581.0 $172K 0.01% -486.0 -11.9% $47.94 -2.5%
218 NUE NUCOR CORP COM Basic Materials 769.0 $171K 0.01% +48.0 +6.7% $222.64 +9.4%
219 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 3,232.0 $171K 0.01% $52.76 +5.8%
220 TOST TOAST INC CL A Technology 6,100.0 $170K 0.01% $27.82 +31.7%
Page 11 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%