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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 33 of 41  ·  807 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 FDS FACTSET RESH SYS INC COM Financial Services 27.0 $6K NEW $230.07 +30.4%
642 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 100.0 $6K $61.76 -9.0%
643 EWY ISHARES MSCI SOUTH KOREA ETF 30.0 $6K NEW $201.90 -11.7%
644 BIZD VANECK BDC INCOME ETF 475.0 $6K $12.66 +5.0%
645 CDNS CADENCE DESIGN SYSTEM INC COM Technology 16.0 $6K +6.0 +60.0% $375.31 -15.0%
646 BLLN BILLIONTOONE INC CL A Healthcare 50.0 $6K $119.98 -20.8%
647 AG FIRST MAJESTIC SILVER CORP COM Basic Materials 350.0 $6K +250.0 +250.0% $16.96 +24.4%
648 PNR PENTAIR PLC SHS Industrials 77.0 $6K NEW $76.66 -16.0%
649 INMD INMODE LTD SHS Healthcare 400.0 $6K $14.62 +3.0%
650 BROWN FORMAN CORP CL B 214.0 $6K +2.0 +0.9% $26.66
651 TS TENARIS S A SPONSORED ADS Energy 102.0 $6K +2.0 +2.0% $55.47 -5.1%
652 CRUS CIRRUS LOGIC INC COM Technology 38.0 $6K NEW $148.53 -22.4%
653 TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS Healthcare 352.0 $6K $16.03 +13.4%
654 CLF CLEVELAND-CLIFFS INC NEW COM Basic Materials 600.0 $6K $9.39 +20.0%
655 PJT PJT PARTNERS INC COM CL A Financial Services 37.0 $6K NEW $150.95 +15.9%
656 TIP ISHARES TIPS BOND ETF 51.0 $6K -117.0 -69.6% $108.65 -1.4%
657 WTS WATTS WATER TECHNOLOGIES INC CL A Industrials 14.0 $5K NEW $391.43 -4.1%
658 REGCO REGENCY CTRS CORP COM 66.0 $5K $79.74
659 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 20.0 $5K $255.90 +25.7%
660 THM INTERNATIONAL TOWER HILL MINES COM Basic Materials 2,500.0 $5K NEW $1.99 +41.2%
Page 33 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%