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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 17 of 41  ·  807 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 INTC INTEL CORP COM Technology 534.0 $75K 0.01% $139.73 -37.8%
322 ABNB AIRBNB INC COM CL A Consumer Cyclical 519.0 $74K 0.01% $143.10 +33.2%
323 LEIDOS HOLDINGS INC COM 721.0 $74K 0.01% $103.00
324 IWS ISHARES RUSSELL MID-CAP VALUE ETF 450.0 $74K 0.01% $164.60 +4.1%
325 SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 1,735.0 $74K 0.01% $42.41 -0.4%
326 TPL TEXAS PACIFIC LAND CORPORATION COM Energy 168.0 $74K 0.01% $437.64 -14.6%
327 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 3,840.0 $73K 0.01% $19.12 +10.7%
328 GBTC GRAYSCALE BITCOIN TR BTC SHS Financial Services 1,610.0 $73K 0.01% $45.52 +33.7%
329 TBN TAMBORAN RES CORP COM Basic Materials 2,250.0 $73K 0.01% $32.51 +15.5%
330 DSI ISHARES ESG MSCI KLD 400 ETF 500.0 $71K 0.01% $142.39 +2.5%
331 SHOP SHOPIFY INC CL A Technology 593.0 $68K 0.01% -60.0 -9.2% $114.18 +31.1%
332 AEM AGNICO EAGLE MINES LTD COM Basic Materials 431.0 $67K 0.01% $155.13 +38.9%
333 SNX SYNNEX CORP COM Technology 250.0 $67K 0.01% $267.34 -8.8%
334 VV VANGUARD LARGE-CAP INDEX FUND 194.0 $67K 0.01% $343.91 +2.2%
335 JOF JAPAN SMALLER CAPITALIZATION F COM Financial Services 5,649.0 $67K 0.01% -750.0 -11.7% $11.78 +4.2%
336 QCOM QUALCOMM INC COM Technology 357.0 $66K 0.01% +148.0 +70.8% $184.66 -14.4%
337 SMH VANECK SEMICONDUCTOR ETF 100.0 $66K 0.01% $655.89 -16.8%
338 GPN GLOBAL PMTS INC COM Industrials 899.0 $65K 0.01% -230.0 -20.4% $72.56 +30.8%
339 VCR VANGUARD CONSUMER DISCRETIONARY ETF 164.0 $65K 0.01% $396.89 +0.2%
340 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 476.0 $65K 0.01% $136.68 +0.7%
Page 17 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%