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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 31 of 41  ·  807 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 THC TENET HEALTHCARE CORP COM NEW Healthcare 46.0 $9K 0.00% NEW $187.09 +50.1%
602 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 112.0 $9K 0.00% $76.40 +5.1%
603 DLX DELUXE CORP MEDIUM TERM NTS COM Communication Services 352.0 $8K 0.00% $23.88 -1.1%
604 HR HEALTHCARE TR AMER INC CL A NEW Real Estate 400.0 $8K 0.00% $20.17 -3.9%
605 DAL DELTA AIR LINES INC DEL COM NEW Industrials 86.0 $8K 0.00% $93.66 -12.0%
606 TKO TKO GROUP HOLDINGS INC CL A Communication Services 40.0 $8K 0.00% $201.30 -4.1%
607 PHO INVESCO WATER RESOURCES ETF 115.0 $8K 0.00% $69.08 +4.5%
608 OMF ONEMAIN HLDGS INC COM Financial Services 130.0 $8K 0.00% $60.97 +3.6%
609 STT STATE STR CORP COM Financial Services 46.0 $8K 0.00% $169.61 +10.3%
610 BKR BAKER HUGHES COMPANY CL A Energy 140.0 $8K 0.00% $55.50 +12.3%
611 SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 70.0 $8K 0.00% $110.36 -0.0%
612 LUV SOUTHWEST AIRLS CO COM Industrials 150.0 $8K 0.00% +1.0 +0.7% $51.31 -21.3%
613 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 80.0 $8K 0.00% $95.44 +2.6%
614 AZN ASTRAZENECA PLC SPONSORED ADR Healthcare 40.0 $8K 0.00% $189.62 -12.5%
615 DY DYCOM INDS INC COM Industrials 15.0 $8K 0.00% NEW $505.60 -22.3%
616 MSTX DEFIANCE DAILY TARGET 2X LONG MSTR ETF 1,000.0 $7K 0.00% NEW $7.44 +67.3%
617 NRG NRG ENERGY INC COM NEW Utilities 50.0 $7K 0.00% $146.06 -22.6%
618 VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 90.0 $7K -366.0 -80.3% $79.22 -0.8%
619 VEEV VEEVA SYS INC CL A COM Healthcare 40.0 $7K $177.47 +39.7%
620 KGC KINROSS GOLD CORP COM Basic Materials 300.0 $7K NEW $23.62 +38.7%
Page 31 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%