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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 34 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 DTCX DATACENTREX INC COM Technology 1,000.0 $2K NEW $2.15 +5.1%
662 AG FIRST MAJESTIC SILVER CORP COM Basic Materials 100.0 $2K $21.48 -8.1%
663 VTRS VIATRIS INC COM Healthcare 157.0 $2K -1.0 -0.6% $13.53 +21.8%
664 SONY SONY GROUP CORPORATION SPONSORED ADR Technology 100.0 $2K $20.70 +7.8%
665 SOUN SOUNDHOUND AI INC CLASS A COM Technology 292.0 $2K $6.86 +22.6%
666 NXPI NXP SEMICONDUCTORS N V COM Technology 10.0 $2K $196.90 +48.0%
667 DOV DOVER CORP COM Industrials 9.0 $2K $208.44 +1.1%
668 ARCC ARES CAPITAL CORP COM Financial Services 103.0 $2K NEW $17.97 +4.2%
669 VBR VANGUARD SMALL-CAP VALUE INDEX FUND 7.0 $2K $223.14 +2.4%
670 LEVERAGE SHARES 2X LONG UNH DAILY ETF 150.0 $2K NEW $10.19
671 OKLO OKLO INC COM CL A Utilities 30.0 $1K $49.60 +25.5%
672 MIXED MARTIAL ARTS GROUP LTD ORD SHS 3,000.0 $1K +2K +100.0% $0.45
673 ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 26.0 $1K $50.62 -0.2%
674 DHI D R HORTON INC COM Consumer Cyclical 9.0 $1K $137.22 -1.3%
675 CGNX COGNEX CORP COM Technology 25.0 $1K $49.20 +25.8%
676 LW LAMB WESTON HLDGS INC COM Consumer Defensive 29.0 $1K -87.0 -75.0% $42.28 +4.2%
677 PLUG PLUG POWER INC COM NEW Industrials 500.0 $1K $2.26 +67.3%
678 BLUE OWL CAPITAL CORPORATION COM 100.0 $1K NEW $11.06
679 NU NU HLDGS LTD ORD SHS CL A Financial Services 75.0 $1K NEW $14.37 -15.2%
680 PHIN PHINIA INC COMMON STOCK Consumer Cyclical 15.0 $1K -260.0 -94.5% $68.47 +11.1%
Page 34 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%