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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 15 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 LNG CHENIERE ENERGY INC COM NEW Energy 315.0 $89K 0.01% +55.0 +21.1% $283.76 -15.0%
282 AEM AGNICO EAGLE MINES LTD COM Basic Materials 431.0 $87K 0.01% $202.98 -11.2%
283 SUSA ISHARES MSCI USA ESG SELECT ETF 650.0 $86K 0.01% $132.10 +13.2%
284 EMR EMERSON ELEC CO COM Industrials 654.0 $86K 0.01% $131.02 +5.2%
285 GBTC GRAYSCALE BITCOIN TR BTC SHS Financial Services 1,610.0 $85K 0.01% -200.0 -11.1% $52.76 +16.5%
286 VNOM VIPER ENERGY PARTNERS LP COM UNT RP INT Energy 1,795.0 $84K 0.01% $46.99 +1.5%
287 IDXX IDEXX LABS INC COM Healthcare 150.0 $84K 0.01% $561.89 -5.2%
288 TOTALENERGIES SE ACT 924.0 $84K 0.01% $90.94
289 ROP ROPER TECHNOLOGIES INC COM Industrials 231.0 $82K 0.01% $354.04 -10.2%
290 FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 670.0 $82K 0.01% $121.93 +6.6%
291 OEF ISHARES S&P 100 ETF 255.0 $81K 0.01% $318.07 +16.1%
292 IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 1,900.0 $81K 0.01% $42.56 +4.3%
293 TPL TEXAS PACIFIC LAND CORPORATION COM Energy 168.0 $80K 0.01% -30.0 -15.2% $474.56 -18.1%
294 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 1,100.0 $80K 0.01% $72.46 +18.4%
295 VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 363.0 $78K 0.01% $215.06 +6.7%
296 FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ET 831.0 $78K 0.01% $93.30 +7.0%
297 SHOP SHOPIFY INC CL A Technology 653.0 $77K 0.01% +133.0 +25.6% $118.62 -17.9%
298 TMUS T-MOBILE US INC COM Communication Services 367.0 $77K 0.01% $210.03 -10.4%
299 J JACOBS ENGR GROUP INC COM Industrials 597.0 $76K 0.01% -24.0 -3.9% $127.33 -11.4%
300 IYF ISHARES U.S. FINANCIALS ETF 646.0 $76K 0.01% $117.66 +3.5%
Page 15 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%