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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 19 of 41  ·  807 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 GIS GENERAL MLS INC COM Consumer Defensive 1,500.0 $52K 0.00% -150.0 -9.1% $34.80 +17.6%
362 EWJ ISHARES MSCI JAPAN ETF 557.0 $52K 0.00% -139.0 -20.0% $93.20 +1.8%
363 SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 1,125.0 $52K 0.00% $46.04 +3.7%
364 SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 1,015.0 $51K 0.00% NEW $50.39 +2.8%
365 EPD ENTERPRISE PRODS PARTNERS L P COM 1,390.0 $51K 0.00% $36.75
366 MDT MEDTRONIC PLC SHS Healthcare 644.0 $50K 0.00% -50.0 -7.2% $78.20 +18.8%
367 GWW WW GRAINGER INC COM Industrials 37.0 $50K 0.00% +18.0 +94.7% $1360.41 -2.8%
368 BP BP PLC SPONSORED ADR Energy 1,356.0 $50K 0.00% +15.0 +1.1% $36.96 +18.3%
369 XLV HEALTH CARE SELECT SECTOR SPDR FUND 315.0 $50K 0.00% -50.0 -13.7% $158.66 +10.1%
370 RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 850.0 $49K 0.00% $58.00 +10.5%
371 HWM HOWMET AEROSPACE INC COM Industrials 183.0 $49K 0.00% +134.0 +273.5% $268.35 -1.9%
372 FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF 1,121.0 $49K 0.00% $43.74 -0.7%
373 PEG PUBLIC SVC ENTERPRISE GRP INC COM Utilities 600.0 $49K 0.00% $81.16 -9.4%
374 IMMUNITYBIO INC COM 5,425.0 $47K 0.00% $8.76
375 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 820.0 $47K 0.00% -50.0 -5.8% $57.84 +11.9%
376 TOTALENERGIES SE ACT 608.0 $47K 0.00% -316.0 -34.2% $77.77
377 PGR PROGRESSIVE CORP COM Financial Services 214.0 $47K 0.00% +7.0 +3.4% $218.45 +2.5%
378 NOC NORTHROP GRUMMAN CORP COM Industrials 91.0 $46K 0.00% +30.0 +49.2% $507.41 +8.3%
379 KKR KKR & CO INC COM 500.0 $46K 0.00% NEW $91.78
380 MAIN MAIN STR CAP CORP COM Financial Services 884.0 $46K 0.00% +18.0 +2.1% $51.90 +13.5%
Page 19 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%