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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 8 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 5,020.0 $535K 0.04% $106.50 -0.3%
142 ANET ARISTA NETWORKS INC COM SHS Technology 4,348.0 $534K 0.04% +28.0 +0.7% $122.78 +15.6%
143 LOW LOWES COS INC COM Consumer Cyclical 2,212.0 $523K 0.04% -2K -40.4% $236.32 -5.4%
144 IWR ISHARES RUSSELL MID-CAP ETF 5,231.0 $509K 0.04% $97.23 +6.6%
145 WEC WEC ENERGY GROUP INC COM Utilities 4,372.0 $506K 0.04% $115.77 -3.6%
146 QQQ INVESCO QQQ TRUST Financial Services 873.0 $504K 0.04% -45.0 -4.9% $577.37 +22.8%
147 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 6,868.0 $498K 0.04% -2K -20.1% $72.55 +4.9%
148 MMM 3M CO COM Industrials 3,287.0 $477K 0.04% $145.22 -0.1%
149 CL COLGATE PALMOLIVE CO COM Consumer Defensive 5,484.0 $467K 0.04% $85.23 +3.4%
150 AJG GALLAGHER ARTHUR J & CO COM Financial Services 2,110.0 $457K 0.04% $216.58 -7.7%
151 MA MASTERCARD INCORPORATED CL A Financial Services 831.0 $415K 0.03% -187.0 -18.4% $499.66 -1.9%
152 CMI CUMMINS INC COM Industrials 770.0 $414K 0.03% $538.22 +33.1%
153 DELL DELL TECHNOLOGIES INC CL C Technology 2,502.0 $411K 0.03% +40.0 +1.6% $164.10 +51.1%
154 SOUTH ST CORP COM 4,194.0 $388K 0.03% -1K -23.6% $92.52
155 AEP AMERICAN ELEC PWR CO INC COM Utilities 2,900.0 $380K 0.03% $131.08 -4.5%
156 FCNCA FIRST CTZNS BANCSHARES INC N C CL A Financial Services 200.0 $377K 0.03% $1884.66 +2.8%
157 FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 9,785.0 $374K 0.03% $38.26 +5.0%
158 WELL WELLTOWER INC COM Real Estate 1,892.0 $374K 0.03% +500.0 +35.9% $197.71 +10.1%
159 KVUE KENVUE INC COM Consumer Defensive 21,482.0 $370K 0.03% -38K -63.9% $17.24 -0.3%
160 SFST SOUTHERN FIRST BANCSHARES COM Financial Services 6,610.0 $360K 0.03% +2K +38.1% $54.50 +2.3%
Page 8 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%