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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 34 of 41  ·  807 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CLX CLOROX CO DEL COM Consumer Defensive 51.0 $5K -49.0 -49.0% $95.78 +11.4%
662 OXY OCCIDENTAL PETE CORP COM Energy 100.0 $5K $48.57 +26.2%
663 HLN HALEON PLC SPON ADS Healthcare 519.0 $5K $9.33 +7.2%
664 AA ALCOA CORP COM Basic Materials 92.0 $5K NEW $52.14 -0.6%
665 WY WEYERHAEUSER CO MTN BE COM NEW Real Estate 200.0 $5K $23.94 +2.0%
666 RBBN RIBBON COMMUNICATIONS INC COM Communication Services 2,000.0 $5K $2.34 -13.2%
667 CARNIVAL CORP PAIRED CTF 163.0 $5K $28.55
668 SAIA SAIA INC COM Industrials 11.0 $5K NEW $421.18 -14.0%
669 UBSI UNITED BANKSHARES INC WEST VA COM Financial Services 100.0 $5K $45.83 +4.3%
670 GBIL ACCESS TREASURY 0-1 YEAR ETF 45.0 $5K $100.16 -0.0%
671 ESGU ISHARES ESG AWARE MSCI USA ETF 27.0 $4K NEW $163.67 +2.5%
672 EQH EQUITABLE HLDGS INC COM Financial Services 100.0 $4K $43.88 +11.4%
673 ENR ENERGIZER HLDGS INC NEW COM Industrials 204.0 $4K $21.44 +0.1%
674 URA GLOBAL X URANIUM ETF 100.0 $4K $43.70 +5.4%
675 AZZ AZZ INC COM Industrials 28.0 $4K NEW $155.04 -8.9%
676 BIIB BIOGEN INC COM Healthcare 20.0 $4K $216.05 +0.3%
677 CG CARLYLE GROUP INC COM Financial Services 100.0 $4K +50.0 +100.0% $42.11 +17.2%
678 MP MP MATERIALS CORP COM CL A Basic Materials 75.0 $4K $56.01 +7.2%
679 SCHD SCHWAB US DIVIDEND EQUITY ETF 131.0 $4K +1.0 +0.8% $31.69 +10.8%
680 AIR AAR CORP COM Industrials 29.0 $4K NEW $142.93 -5.7%
Page 34 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%