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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 31 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 HLN HALEON PLC SPON ADS Healthcare 519.0 $5K $10.01 -10.5%
602 VGIT VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF 86.0 $5K $59.55 -1.6%
603 CLF CLEVELAND-CLIFFS INC NEW COM Basic Materials 600.0 $5K $8.45 +26.2%
604 DVN DEVON ENERGY CORP NEW COM Energy 100.0 $5K $50.32 -1.6%
605 REGCO REGENCY CTRS CORP COM Real Estate 66.0 $5K $75.67 -70.3%
606 TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529 1,000.0 $5K $4.95
607 WY WEYERHAEUSER CO MTN BE COM NEW Real Estate 200.0 $5K -2K -88.9% $24.43 -7.2%
608 URA GLOBAL X URANIUM ETF 100.0 $5K $48.43 +0.5%
609 ULTA ULTA BEAUTY INC COM Consumer Cyclical 9.0 $5K $522.67 -5.4%
610 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 20.0 $5K $230.90 -5.7%
611 LPLA LPL FINL HLDGS INC COM Financial Services 15.0 $5K $300.80 -0.4%
612 GBIL ACCESS TREASURY 0-1 YEAR ETF 45.0 $5K $100.20 -0.1%
613 CHTR CHARTER COMMUNICATIONS INC NEW CL A Communication Services 20.0 $4K NEW $215.90 -34.6%
614 RBBN RIBBON COMMUNICATIONS INC COM Communication Services 2,000.0 $4K +1K +100.0% $2.12 +21.2%
615 FIG FIGMA INC CLASS A COM STK Technology 200.0 $4K +100.0 +100.0% $21.14 +8.4%
616 CARNIVAL CORP PAIRED CTF 163.0 $4K NEW $25.86
617 CALY CALLAWAY GOLF CO COM Consumer Cyclical 300.0 $4K +100.0 +50.0% $13.88 +7.3%
618 UBSI UNITED BANKSHARES INC WEST VA COM Financial Services 100.0 $4K $41.42 +0.8%
619 EXC EXELON CORP COM Utilities 83.0 $4K +43.0 +107.5% $49.02 -11.5%
620 CHWY CHEWY INC CL A Consumer Cyclical 150.0 $4K NEW $27.00 -19.9%
Page 31 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%