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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 7 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ENB ENBRIDGE INC COM Energy 18,809.0 $1.0M 0.08% +1K +5.9% $54.14 +3.8%
122 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 3,669.0 $1.0M 0.08% $275.18 -3.6%
123 IWM ISHARES RUSSELL 2000 ETF 3,846.0 $954K 0.07% $248.00 +11.9%
124 PNC PNC FINL SVCS GROUP INC COM Financial Services 4,495.0 $935K 0.07% $208.08 +2.6%
125 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 2,134.0 $926K 0.07% $433.97 -8.0%
126 RF REGIONS FINANCIAL CORP NEW COM Financial Services 33,905.0 $886K 0.07% $26.12 +2.6%
127 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 4,185.0 $850K 0.07% $203.18 +5.6%
128 RY ROYAL BK CDA COM Financial Services 4,958.0 $802K 0.06% +267.0 +5.7% $161.78 +11.2%
129 CSL CARLISLE COS INC COM Industrials 2,337.0 $780K 0.06% -98.0 -4.0% $333.62 +4.3%
130 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 1,308.0 $770K 0.06% -96.0 -6.8% $588.68 -2.3%
131 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 16,908.0 $766K 0.06% -947.0 -5.3% $45.30 -32.7%
132 UPS UNITED PARCEL SERVICE INC CL B Industrials 7,140.0 $702K 0.06% -563.0 -7.3% $98.38 +0.0%
133 VUG VANGUARD GROWTH INDEX FUND 1,608.0 $702K 0.06% $436.79 -80.0%
134 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 7,000.0 $675K 0.05% -902.0 -11.4% $96.47 +0.2%
135 SO SOUTHERN CO COM Utilities 6,416.0 $619K 0.05% -103.0 -1.6% $96.52 -2.9%
136 ABBV ABBVIE INC COM Healthcare 2,786.0 $606K 0.05% -106.0 -3.7% $217.48 -3.3%
137 PKG PACKAGING CORP AMER COM Consumer Cyclical 2,694.0 $572K 0.04% -125.0 -4.4% $212.22 +3.7%
138 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 7,240.0 $558K 0.04% $77.11 +7.8%
139 FBNC FIRST BANCORP N C COM Financial Services 9,850.0 $555K 0.04% +1K +13.1% $56.35 +3.1%
140 IWF ISHARES RUSSELL 1000 GROWTH ETF 1,296.0 $553K 0.04% -22.0 -1.7% $426.40 -70.8%
Page 7 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%