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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 32 of 41  ·  807 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 173.0 $7K $40.87 +21.2%
622 BMO BANK MONTREAL QUE COM Financial Services 40.0 $7K $176.70 -1.3%
623 CRM SALESFORCE COM INC COM Technology 45.0 $7K $156.69 +33.5%
624 TMQ TRILOGY METALS INC NEW COM Basic Materials 2,000.0 $7K $3.51 +12.8%
625 MRNA MODERNA INC COM Healthcare 100.0 $7K NEW $70.03 +107.2%
626 MSTR STRATEGY INC CL A NEW Technology 80.0 $7K -100.0 -55.6% $86.92 +37.2%
627 EMN EASTMAN CHEM CO COM Basic Materials 102.0 $7K +1.0 +1.0% $67.24 +10.2%
628 ILF ISHARES LATIN AMERICA 40 ETF 200.0 $7K $33.75 +2.8%
629 ALC ALCON AG ORD SHS Healthcare 100.0 $7K $67.10 +9.7%
630 IBIT ISHARES BITCOIN TRUST REGISTERED Financial Services 200.0 $7K NEW $33.29 +31.2%
631 SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 139.0 $7K +57.0 +69.5% $47.83 +5.4%
632 KRBN KRANESHARES GLOBAL CARBON ETF 200.0 $7K $33.16 +4.3%
633 ISCG ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF 100.0 $7K NEW $65.54 -0.7%
634 VOLATILITY SHARES TRUST XRP 2X ETF 300.0 $7K +100.0 +50.0% $21.76
635 MORGAN STANLEY PATHWAY SMALL-MID CAP EQUITY ETF 104.0 $6K $61.96
636 WDC WESTERN DIGITAL CORP COM Technology 10.0 $6K $638.70 -28.1%
637 DDS DILLARDS INC CL A Consumer Cyclical 12.0 $6K NEW $528.42 +17.6%
638 RNR RENAISSANCERE HLDGS LTD COM Financial Services 20.0 $6K $316.90 +2.1%
639 EXC EXELON CORP COM Utilities 135.0 $6K +52.0 +62.6% $46.62 -6.1%
640 SGDM SPROTT GOLD MINERS ETF 100.0 $6K NEW $62.87 +36.0%
Page 32 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%