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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 39 of 41  ·  807 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 PLAB PHOTRONICS INC COM Technology 25.0 $813.0 $32.52 -6.2%
762 GIL GILDAN ACTIVEWEAR INC COM Consumer Cyclical 15.0 $774.0 $51.60 +8.9%
763 VOD VODAFONE GROUP PLC NEW SPONSORED ADR Communication Services 54.0 $714.0 NEW $13.22 +20.7%
764 PAYX PAYCHEX INC COM Industrials 7.0 $684.0 $97.71 +27.4%
765 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 14.0 $678.0 NEW $48.43 -1.6%
766 UAA UNDER ARMOUR INC CL A Consumer Cyclical 100.0 $639.0 $6.39 -15.6%
767 ORBS EIGHTCO HOLDINGS INC COM Technology 900.0 $626.0 $0.70 +26.5%
768 UA UNDER ARMOUR INC CL C 100.0 $622.0 $6.22
769 VTRS VIATRIS INC COM Healthcare 36.0 $576.0 -121.0 -77.1% $16.00 +2.0%
770 BHF BRIGHTHOUSE FINL INC COM Financial Services 9.0 $570.0 $63.33 -17.5%
771 ATLANTA BRAVES HLDGS INC COM SER A 10.0 $563.0 $56.30
772 SLI STANDARD LITHIUM CORP COM Basic Materials 200.0 $550.0 $2.75 -9.8%
773 SLDP SOLID POWER INC CLASS A COM Industrials 200.0 $518.0 $2.59 -8.5%
774 FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF 11.0 $480.0 NEW $43.64 -2.0%
775 BND VANGUARD TOTAL BOND MARKET INDEX FUND 6.0 $440.0 NEW $73.33 -1.5%
776 VERSIGENT PLC ORDINARY SHARES 10.0 $420.0 NEW $42.00
777 ASPN ASPEN AEROGELS INC COM Industrials 50.0 $317.0 $6.34 -18.3%
778 OGN ORGANON & CO COMMON STOCK Healthcare 22.0 $298.0 $13.55 +1.5%
779 FLY FIREFLY AEROSPACE INC COM Industrials 10.0 $294.0 $29.40 -16.8%
780 BYND BEYOND MEAT INC COM Consumer Defensive 339.0 $254.0 $0.75 +1871.3%
Page 39 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%