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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 4 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CVS CVS HEALTH CORP COM Healthcare 2,400.0 $172K 0.01% +2K +391.8% $71.81 +28.2%
62 COF CAPITAL ONE FINL CORP COM Financial Services 816.0 $149K 0.01% +103.0 +14.4% $182.43 +3.5%
63 SHEL ROYAL DUTCH SHELL PLC SPONS ADR A Energy 1,521.0 $141K 0.01% +33.0 +2.2% $92.97 -9.9%
64 CTVA CORTEVA INC COM Basic Materials 1,628.0 $136K 0.01% +371.0 +29.5% $83.71 -4.6%
65 RACE FERRARI N V COM Consumer Cyclical 377.0 $128K 0.01% +350.0 +1296.3% $338.45 -1.5%
66 JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 2,450.0 $125K 0.01% +16.0 +0.7% $50.97 -0.1%
67 TBN TAMBORAN RES CORP COM Basic Materials 2,250.0 $112K 0.01% +250.0 +12.5% $49.99 -31.7%
68 PIFI CLEARSHARES PITON INTERMEDIATE FIXED INCOME ETF 1,186.0 $112K 0.01% +9.0 +0.8% $94.15 -0.2%
69 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 233.0 $107K 0.01% +12.0 +5.4% $460.99 -9.2%
70 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 237.0 $106K 0.01% +64.0 +37.0% $446.54 -2.1%
71 SLB SLB LIMITED COM STK Energy 2,045.0 $105K 0.01% +295.0 +16.9% $51.39 +9.9%
72 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 1,363.0 $97K 0.01% +17.0 +1.3% $71.18 -10.3%
73 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 1,593.0 $90K 0.01% +21.0 +1.3% $56.69 -0.7%
74 LNG CHENIERE ENERGY INC COM NEW Energy 315.0 $89K 0.01% +55.0 +21.1% $283.76 -18.6%
75 SHOP SHOPIFY INC CL A Technology 653.0 $77K 0.01% +133.0 +25.6% $118.62 -10.1%
76 MU MICRON TECHNOLOGY INC COM Technology 191.0 $65K 0.01% +94.0 +96.9% $338.70 +174.1%
77 GSK GLAXOSMITHKLINE PLC SPONSORED ADR Healthcare 1,155.0 $64K 0.01% +100.0 +9.5% $55.19 -6.5%
78 BP BP PLC SPONSORED ADR Energy 1,341.0 $63K 0.01% +198.0 +17.3% $47.00 -11.4%
79 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 182.0 $63K 0.01% +33.0 +22.1% $345.15 -10.5%
80 MDT MEDTRONIC PLC SHS Healthcare 694.0 $60K 0.01% +74.0 +11.9% $86.59 -12.3%
Page 4 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%