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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 19 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ITW ILLINOIS TOOL WKS INC COM Industrials 167.0 $43K 0.00% $260.29 -3.7%
362 EQT EQT CORP COM Energy 679.0 $43K 0.00% +359.0 +112.2% $63.64 -11.1%
363 SGU STAR GROUP L P UNIT LTD PARTNR Energy 3,500.0 $43K 0.00% $12.28 +5.9%
364 GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 399.0 $43K 0.00% +2.0 +0.5% $106.70 -1.0%
365 SNX SYNNEX CORP COM Technology 250.0 $42K 0.00% $168.71 +38.9%
366 TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 450.0 $42K 0.00% $93.66 +19.3%
367 FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF 1,121.0 $42K 0.00% $37.48 +17.7%
368 IMMUNITYBIO INC COM 5,425.0 $42K 0.00% +5K +1176.5% $7.67
369 NOC NORTHROP GRUMMAN CORP COM Industrials 61.0 $41K 0.00% $678.44 -19.1%
370 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 497.0 $41K 0.00% $82.80 -1.0%
371 PGR PROGRESSIVE CORP COM Financial Services 207.0 $41K 0.00% -25.0 -10.8% $198.24 -1.2%
372 VTR VENTAS INC COM Real Estate 500.0 $41K 0.00% $81.78 +10.0%
373 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 300.0 $41K 0.00% -38.0 -11.2% $136.09 -8.7%
374 APOLLO GLOBAL MGMT INC SER A MAND CNV 696.0 $41K 0.00% $58.46
375 BANK AMERICA CORP 7.25CNV PFD L 34.0 $41K 0.00% $1191.56
376 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 259.0 $40K 0.00% -116.0 -30.9% $153.10 -20.9%
377 JCI JOHNSON CTLS INTL PLC SHS Industrials 302.0 $40K 0.00% +219.0 +263.9% $130.95 +9.8%
378 EOI EATON VANCE ENHANCED EQUITY IN COM Financial Services 2,075.0 $39K 0.00% $18.78 +4.3%
379 CNP CENTERPOINT ENERGY INC COM Utilities 900.0 $39K 0.00% $43.16 -1.4%
380 SMH VANECK SEMICONDUCTOR ETF 100.0 $38K 0.00% NEW $383.40 +45.1%
Page 19 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%