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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 33 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 USB US BANCORP DEL COM NEW Financial Services 57.0 $3K +1.0 +1.8% $51.63 +2.9%
642 RBLX ROBLOX CORP CL A Technology 51.0 $3K +50.0 +5000.0% $56.57 -24.3%
643 CDNS CADENCE DESIGN SYSTEM INC COM Technology 10.0 $3K $277.90 +24.5%
644 POLESTAR AUTOMOTIVE HLDG UK PL SPONSORED ADS 150.0 $3K $18.42
645 WDC WESTERN DIGITAL CORP COM Technology 10.0 $3K $270.50 +78.2%
646 IUSG ISHARES CORE S&P U.S. GROWTH ETF 17.0 $3K $154.59 +20.0%
647 ULS UL SOLUTIONS INC CLASS A COM SHS Industrials 30.0 $3K $85.87 +15.3%
648 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 13.0 $3K NEW $197.54 +22.7%
649 WAB WABTEC COM Industrials 10.0 $2K -7.0 -41.2% $249.90 +5.6%
650 SWK STANLEY BLACK & DECKER INC COM Industrials 35.0 $2K $71.06 +5.7%
651 CNM CORE & MAIN INC CL A Industrials 50.0 $2K $49.40 -6.6%
652 CG CARLYLE GROUP INC COM Financial Services 50.0 $2K NEW $48.40 -3.7%
653 IRMD IRADIMED CORP COM Healthcare 25.0 $2K $96.28 -10.2%
654 VT VANGUARD TOTAL WORLD STOCK ETF 17.0 $2K $135.71 +13.3%
655 ETSY INC COM 45.0 $2K $49.98
656 KIM KIMCO REALTY CORP COM Real Estate 100.0 $2K NEW $22.47 +2.4%
657 APOS APOLLO GLOBAL MGMT INC COM Financial Services 20.0 $2K $111.40 -76.8%
658 BTBT BIT DIGITAL INC SHS Financial Services 1,700.0 $2K NEW $1.31 +29.8%
659 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 246.0 $2K $9.02 +9.6%
660 WU WESTERN UN CO COM Financial Services 250.0 $2K NEW $8.73 -4.5%
Page 33 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%