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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 37 of 41  ·  807 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 246.0 $2K $9.86 +5.0%
722 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 25.0 $2K $96.00 +24.3%
723 IRMD IRADIMED CORP COM Healthcare 25.0 $2K $95.56 -8.1%
724 APOS APOLLO GLOBAL MGMT INC COM 20.0 $2K $118.30
725 PEW GRABAGUN DIGITAL HLDGS INC COMMON STOCK Industrials 1,000.0 $2K $2.28 +9.6%
726 ESGD ISHARES ESG AWARE MSCI EAFE ETF 22.0 $2K NEW $102.82 +4.4%
727 WAB WABTEC COM Industrials 8.0 $2K -2.0 -20.0% $269.62 +10.4%
728 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 6.0 $2K NEW $350.00 -9.7%
729 DOV DOVER CORP COM Industrials 9.0 $2K $224.33 -10.0%
730 SONY SONY GROUP CORPORATION SPONSORED ADR Technology 100.0 $2K $20.06 +19.2%
731 VTV VANGUARD VALUE INDEX FUND 9.0 $2K NEW $217.89 +3.9%
732 ARCC ARES CAPITAL CORP COM Financial Services 105.0 $2K +2.0 +1.9% $18.60 +7.1%
733 WU WESTERN UN CO COM Financial Services 250.0 $2K $7.70 -5.3%
734 AMC ENTMT HLDGS INC CL A COM 1,000.0 $2K NEW $1.90
735 TE T1 ENERGY INC COM NEW Industrials 200.0 $2K $9.48 -53.4%
736 SOUN SOUNDHOUND AI INC CLASS A COM Technology 292.0 $2K $6.46 +13.3%
737 CALY CALLAWAY GOLF CO COM Consumer Cyclical 100.0 $2K -200.0 -66.7% $18.79 -15.4%
738 TAO SYNERGIES INC COM 500.0 $2K NEW $3.73
739 APTIV PLC COM SHS 30.0 $2K NEW $61.37
740 CGNX COGNEX CORP COM Technology 25.0 $2K $72.80 -16.8%
Page 37 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%