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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 16 of 41  ·  807 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CNI CANADIAN NATL RY CO COM Industrials 700.0 $83K 0.01% $119.24 +6.2%
302 BSMU INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF 3,800.0 $83K 0.01% NEW $21.92 -0.9%
303 PFE PFIZER INC COM Healthcare 3,439.0 $83K 0.01% -2K -39.7% $24.08 +16.4%
304 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 1,290.0 $83K 0.01% -73.0 -5.4% $64.01 +15.6%
305 Q QNITY ELECTRONICS INC COMMON STOCK Technology 505.0 $82K 0.01% $163.31 -23.2%
306 IYF ISHARES U.S. FINANCIALS ETF 646.0 $82K 0.01% $127.51 +7.4%
307 SON SONOCO PRODS CO COM Consumer Cyclical 1,460.0 $82K 0.01% +60.0 +4.3% $56.35 +1.8%
308 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 443.0 $79K 0.01% $178.60 -3.2%
309 IDXX IDEXX LABS INC COM Healthcare 150.0 $79K 0.01% $526.44 +5.8%
310 IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 1,900.0 $79K 0.01% $41.43 +8.6%
311 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 269.0 $78K 0.01% +87.0 +47.8% $290.59 -9.8%
312 CCI CROWN CASTLE INTL CORP NEW COM Real Estate 1,025.0 $78K 0.01% -100.0 -8.9% $75.73 +1.0%
313 FSLR FIRST SOLAR INC COM Energy 325.0 $77K 0.01% $235.96 -11.0%
314 MTD METTLER TOLEDO INTERNATIONAL COM Healthcare 60.0 $77K 0.01% $1277.52 +9.6%
315 TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 666.0 $77K 0.01% +216.0 +48.0% $114.88 -1.2%
316 GNRC GENERAC HLDGS INC COM Industrials 260.0 $76K 0.01% +10.0 +4.0% $292.81 -31.1%
317 VNOM VIPER ENERGY PARTNERS LP COM UNT RP INT Energy 1,795.0 $76K 0.01% $42.40 +5.8%
318 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 801.0 $76K 0.01% +687.0 +602.6% $94.92 +10.1%
319 J JACOBS ENGR GROUP INC COM Industrials 599.0 $75K 0.01% $125.94 +20.1%
320 LNG CHENIERE ENERGY INC COM NEW Energy 315.0 $75K 0.01% $239.01 +17.1%
Page 16 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%