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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 13 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 1,135.0 $126K 0.01% -100.0 -8.1% $110.86 +4.7%
242 JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 2,450.0 $125K 0.01% +16.0 +0.7% $50.97 -0.2%
243 VMC VULCAN MATLS CO COM Basic Materials 450.0 $123K 0.01% $272.30 +1.0%
244 NUE NUCOR CORP COM Basic Materials 721.0 $122K 0.01% $169.19 +37.6%
245 SCHZ SCHWAB US AGGREGATE BOND ETF 5,240.0 $122K 0.01% $23.22 -1.3%
246 FREL FIDELITY MSCI REAL ESTATE INDEX ETF 4,516.0 $122K 0.01% $26.91 +5.9%
247 EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 1,327.0 $121K 0.01% $91.38 -1.2%
248 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 245.0 $120K 0.01% $491.53 -8.8%
249 IEV ISHARES EUROPE ETF 1,766.0 $120K 0.01% -425.0 -19.4% $67.94 +3.7%
250 ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 1,000.0 $120K 0.01% $119.51 +0.9%
251 LYV LIVE NATION ENTERTAINMENT INC COM Communication Services 775.0 $118K 0.01% -200.0 -20.5% $152.51 +11.5%
252 ED CONSOLIDATED EDISON INC COM Utilities 1,040.0 $118K 0.01% $113.18 -5.3%
253 SJM SMUCKER J M CO COM NEW Consumer Defensive 1,209.0 $117K 0.01% -94.0 -7.2% $96.44 +3.9%
254 COP CONOCOPHILLIPS COM Energy 878.0 $116K 0.01% -67.0 -7.1% $132.00 -9.9%
255 SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 1,058.0 $116K 0.01% $109.36 +17.5%
256 TBN TAMBORAN RES CORP COM Basic Materials 2,250.0 $112K 0.01% +250.0 +12.5% $49.99 -27.1%
257 LEIDOS HOLDINGS INC COM 718.0 $112K 0.01% $155.56
258 PIFI CLEARSHARES PITON INTERMEDIATE FIXED INCOME ETF 1,186.0 $112K 0.01% +9.0 +0.8% $94.15 -0.6%
259 GPC GENUINE PARTS CO COM Consumer Cyclical 1,050.0 $111K 0.01% $105.75 -8.1%
260 SYFI AB SHORT DURATION HIGH YIELD ETF 3,100.0 $110K 0.01% $35.52 +0.2%
Page 13 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%