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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 3 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ANET ARISTA NETWORKS INC COM SHS Technology 4,348.0 $534K 0.04% +28.0 +0.7% $122.78 +26.7%
42 DELL DELL TECHNOLOGIES INC CL C Technology 2,502.0 $411K 0.03% +40.0 +1.6% $164.10 +87.4%
43 WELL WELLTOWER INC COM Real Estate 1,892.0 $374K 0.03% +500.0 +35.9% $197.71 +9.7%
44 SFST SOUTHERN FIRST BANCSHARES COM Financial Services 6,610.0 $360K 0.03% +2K +38.1% $54.50 +6.4%
45 IBM INTERNATIONAL BUSINESS MACHS COM Technology 1,417.0 $343K 0.03% +111.0 +8.5% $242.41 +5.4%
46 T AT&T INC COM Communication Services 11,352.0 $329K 0.03% +773.0 +7.3% $28.99 -13.6%
47 DVY ISHARES SELECT DIVIDEND ETF 2,107.0 $319K 0.03% +101.0 +5.0% $151.40 +2.9%
48 ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 6,553.0 $318K 0.03% +158.0 +2.5% $48.46 -0.3%
49 SDS PROSHARES ULTRASHORT S&P 500 4,175.0 $314K 0.02% +3K +203.6% $75.25 -24.1%
50 TSLA TESLA INC COM Consumer Cyclical 841.0 $313K 0.02% +21.0 +2.6% $371.75 +18.6%
51 PM PHILIP MORRIS INTL INC COM Consumer Defensive 1,839.0 $304K 0.02% +281.0 +18.0% $165.34 +10.3%
52 WFC WELLS FARGO CO NEW COM Financial Services 3,743.0 $298K 0.02% +149.0 +4.2% $79.62 -5.5%
53 VLO VALERO ENERGY CORP COM Energy 1,130.0 $279K 0.02% +1K +769.2% $247.08 -3.2%
54 CRWV COREWEAVE INC COM CL A Technology 3,520.0 $273K 0.02% +50.0 +1.4% $77.47 +29.5%
55 VRT VERTIV HOLDINGS CO COM CL A Industrials 919.0 $230K 0.02% +68.0 +8.0% $250.50 +27.4%
56 AMD ADVANCED MICRO DEVICES INC COM Technology 936.0 $190K 0.01% +77.0 +9.0% $203.43 +141.1%
57 AON AON PLC SHS CL A Financial Services 587.0 $189K 0.01% +12.0 +2.1% $322.78 -1.0%
58 BA BOEING CO COM Industrials 932.0 $185K 0.01% +44.0 +5.0% $199.03 +11.8%
59 FLS FLOWSERVE CORP COM Industrials 2,470.0 $182K 0.01% +220.0 +9.8% $73.51 +0.4%
60 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 3,404.0 $179K 0.01% +1K +41.6% $52.56 -0.2%
Page 3 of 7  ·  135 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%