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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 8 of 41  ·  807 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 7,240.0 $619K 0.04% $85.49 +2.6%
142 SO SOUTHERN CO COM Utilities 6,461.0 $618K 0.04% +45.0 +0.7% $95.71 -7.1%
143 IWR ISHARES RUSSELL MID-CAP ETF 5,450.0 $601K 0.04% +219.0 +4.2% $110.32 +2.8%
144 CMI CUMMINS INC COM Industrials 770.0 $550K 0.04% $713.67 -17.7%
145 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 5,045.0 $537K 0.04% $106.47 -0.2%
146 MMM 3M CO COM Industrials 3,288.0 $532K 0.04% $161.91 +10.5%
147 AMD ADVANCED MICRO DEVICES INC COM Technology 905.0 $526K 0.04% -31.0 -3.3% $580.91 -18.5%
148 FBNC FIRST BANCORP N C COM Financial Services 8,204.0 $524K 0.04% -2K -16.7% $63.93 +1.2%
149 AJG GALLAGHER ARTHUR J & CO COM Financial Services 2,237.0 $514K 0.04% +127.0 +6.0% $229.57 +14.9%
150 WEC WEC ENERGY GROUP INC COM Utilities 4,372.0 $511K 0.04% $116.77 -9.2%
151 FEDEX FGHT HLDG CO INC COMMON STOCK 3,318.0 $501K 0.04% NEW $151.00
152 CL COLGATE PALMOLIVE CO COM Consumer Defensive 5,384.0 $494K 0.03% -100.0 -1.8% $91.68 -0.7%
153 ADI ANALOG DEVICES INC COM Technology 1,213.0 $482K 0.03% +87.0 +7.7% $397.17 -6.1%
154 LRCX LAM RESEARCH CORP COM Technology 1,095.0 $474K 0.03% +20.0 +1.9% $433.33 -27.5%
155 MA MASTERCARD INCORPORATED CL A Financial Services 872.0 $448K 0.03% +41.0 +4.9% $513.60 +13.1%
156 XLK TECHNOLOGY SELECT SECTOR SPDR FUND 2,313.0 $441K 0.03% -28.0 -1.2% $190.53 -3.8%
157 IVW ISHARES S&P 500 GROWTH ETF 3,143.0 $432K 0.03% $137.51 +1.0%
158 WELL WELLTOWER INC COM Real Estate 1,892.0 $429K 0.03% $226.97 +5.4%
159 AEP AMERICAN ELEC PWR CO INC COM Utilities 3,074.0 $421K 0.03% +174.0 +6.0% $136.81 -11.6%
160 FCNCA FIRST CTZNS BANCSHARES INC N C CL A Financial Services 200.0 $416K 0.03% $2080.79 +4.9%
Page 8 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%