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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 12 of 41  ·  807 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EFA ISHARES MSCI EAFE ETF 1,626.0 $169K 0.01% $103.88 +4.2%
222 SPACE EXPLORATION TECHN CORP CLASS A COM STK 983.0 $168K 0.01% NEW $170.86
223 VENTURE GLOBAL INC COM CL A 15,000.0 $167K 0.01% NEW $11.13
224 MKL MARKEL CORP COM Financial Services 85.0 $166K 0.01% $1953.01 -8.1%
225 PHYS SPROTT PHYSICAL GOLD TR UNIT Financial Services 5,450.0 $164K 0.01% +450.0 +9.0% $30.17 +16.0%
226 MUB ISHARES NATIONAL MUNI BOND ETF 1,525.0 $164K 0.01% +25.0 +1.7% $107.62 -2.1%
227 SLV ISHARES SILVER TRUST Financial Services 3,050.0 $163K 0.01% $53.47 +17.3%
228 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 3,035.0 $163K 0.01% $53.61 +7.2%
229 JBHT HUNT J B TRANS SVCS INC COM Industrials 551.0 $159K 0.01% +74.0 +15.5% $289.43 -4.8%
230 VO VANGUARD MID-CAP INDEX FUND 1,977.0 $159K 0.01% +1K +304.3% $80.58 +3.0%
231 DHR DANAHER CORPORATION COM Healthcare 836.0 $159K 0.01% $190.37 +15.0%
232 HONEYWELL INTL INC COM 707.0 $158K 0.01% NEW $223.90
233 HONEYWELL AEROSPACE INC COM 707.0 $156K 0.01% NEW $221.08
234 VOE VANGUARD MID-CAP VALUE INDEX FUND 781.0 $154K 0.01% $197.60 +5.6%
235 VMC VULCAN MATLS CO COM Basic Materials 520.0 $153K 0.01% +70.0 +15.6% $295.01 -6.4%
236 TDG TRANSDIGM GROUP INC COM Industrials 115.0 $153K 0.01% +20.0 +21.1% $1332.04 -9.9%
237 RACE FERRARI N V COM Consumer Cyclical 402.0 $150K 0.01% +25.0 +6.6% $372.29 +17.3%
238 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 1,594.0 $146K 0.01% +514.0 +47.6% $91.65 -0.1%
239 FLS FLOWSERVE CORP COM Industrials 1,970.0 $146K 0.01% -500.0 -20.2% $74.16 +7.1%
240 EQIX EQUINIX INC COM Real Estate 139.0 $145K 0.01% $1042.39 +2.2%
Page 12 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%