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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 26 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 GXO GXO LOGISTICS INCORPORATED COMMON STOCK Industrials 237.0 $12K 0.00% NEW $51.85 -8.9%
502 GM GENERAL MTRS CO COM Consumer Cyclical 164.0 $12K 0.00% +162.0 +8100.0% $74.50 -0.9%
503 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 173.0 $12K 0.00% -1.0 -0.6% $69.75 +14.8%
504 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 800.0 $12K 0.00% $15.05 -11.0%
505 FUTY FIDELITY MSCI UTILITIES INDEX ETF 200.0 $12K 0.00% $59.07 -3.7%
506 TLN TALEN ENERGY CORP COM Utilities 37.0 $12K 0.00% NEW $319.24 +4.0%
507 ARKX ARK SPACE & DEFENSE INNOVATION ETF 400.0 $12K 0.00% $29.35 +16.2%
508 WCC WESCO INTL INC COM Industrials 42.0 $11K 0.00% NEW $273.62 +30.4%
509 AXON AXON ENTERPRISE INC COM Industrials 27.0 $11K 0.00% $424.70 -6.3%
510 RMT ROYCE MICRO-CAP TR INC COM Financial Services 1,000.0 $11K 0.00% NEW $11.31 +18.0%
511 RGTI RIGETTI COMPUTING INC COMMON STOCK Technology 800.0 $11K 0.00% NEW $14.04 +21.0%
512 HWM HOWMET AEROSPACE INC COM Industrials 49.0 $11K 0.00% $228.73 +14.4%
513 ETHU 2X ETHER ETF 500.0 $11K 0.00% NEW $22.35 -0.4%
514 PLD PROLOGIS INC. COM Real Estate 84.0 $11K 0.00% $132.18 +7.1%
515 CMPS COMPASS PATHWAYS PLC SPONSORED ADS Healthcare 2,000.0 $11K 0.00% $5.53 +95.0%
516 RPM RPM INTL INC COM Basic Materials 111.0 $11K 0.00% $99.40 -3.1%
517 AMZY YIELDMAX AMZN OPTION INCOME STRATEGY ETF 1,000.0 $11K 0.00% $11.02 +11.5%
518 ADSK AUTODESK INC COM Technology 46.0 $11K 0.00% NEW $239.39 -1.4%
519 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 50.0 $11K 0.00% $218.76 +0.2%
520 NVT NVENT ELEC PLC SHS Industrials 92.0 $11K 0.00% NEW $118.28 +41.4%
Page 26 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%