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Portfolio (Quarterly) Guide ↗

Colonial Trust Advisors

· CIK 0001567993
13F Portfolio $1.3B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 713 New
Page 30 of 36  ·  713 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CCL CARNIVAL CORP PAIRED CTF Consumer Cyclical 163.0 $5K NEW $30.52 -14.7%
582 LW LAMB WESTON HLDGS INC COM Consumer Defensive 116.0 $5K NEW $41.89 +0.7%
583 EQH EQUITABLE HLDGS INC COM Financial Services 100.0 $5K NEW $47.65 -13.4%
584 CEG CONSTELLATION ENERGY CORP COM Utilities 13.0 $5K NEW $353.31 -26.2%
585 REGCO REGENCY CTRS CORP COM Real Estate 66.0 $5K NEW $69.03 -67.6%
586 GBIL ACCESS TREASURY 0-1 YEAR ETF 45.0 $5K NEW $100.40 -0.3%
587 MARA MARA HOLDINGS INC COM Financial Services 500.0 $4K NEW $8.98 +35.6%
588 ST SENSATA TECHNOLOGIES HLDG PLC SHS Technology 133.0 $4K NEW $33.34 +39.2%
589 WRBY WARBY PARKER INC CL A COM Healthcare 200.0 $4K NEW $21.79 +17.1%
590 TMQ TRILOGY METALS INC NEW COM Basic Materials 1,000.0 $4K NEW $4.31 -12.3%
591 URA GLOBAL X URANIUM ETF 100.0 $4K NEW $42.73 +12.5%
592 BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG Utilities 109.0 $4K NEW $38.35 -3.7%
593 QS QUANTUMSCAPE CORP COM CL A Consumer Cyclical 400.0 $4K NEW $10.42 -29.9%
594 OXY OCCIDENTAL PETE CORP COM Energy 100.0 $4K NEW $41.12 +47.6%
595 BLLN BILLIONTOONE INC CL A Healthcare 50.0 $4K NEW $81.84 +1.9%
596 VNT VONTIER CORPORATION COM Technology 110.0 $4K NEW $37.18 -25.2%
597 ENR ENERGIZER HLDGS INC NEW COM Industrials 204.0 $4K NEW $19.89 -18.4%
598 GWW WW GRAINGER INC COM Industrials 4.0 $4K NEW $1009.00 +23.3%
599 NWSA NEWS CORP NEW CL A Communication Services 150.0 $4K NEW $26.12 +0.5%
600 UBSI UNITED BANKSHARES INC WEST VA COM Financial Services 100.0 $4K NEW $38.40 +10.1%
Page 30 of 36  ·  713 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 30.8%
Financial Services 14.7%
Healthcare 11.0%
Industrials 10.0%
Consumer Cyclical 8.6%
Communication Services 8.5%
Consumer Defensive 8.1%
Energy 2.7%
Utilities 2.6%
Basic Materials 2.2%