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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 5 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VCR VANGUARD CONSUMER DISCRETIONARY ETF 164.0 $59K 0.01% +1.0 +0.6% $358.63 +12.7%
82 GILD GILEAD SCIENCES INC COM Healthcare 418.0 $58K 0.01% +182.0 +77.1% $139.44 -3.0%
83 Q QNITY ELECTRONICS INC COMMON STOCK Technology 505.0 $58K 0.01% +144.0 +39.9% $115.38 +37.8%
84 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 694.0 $57K 0.00% +56.0 +8.8% $82.60 -0.4%
85 DD DUPONT DE NEMOURS INC COM Basic Materials 1,248.0 $57K 0.00% +325.0 +35.2% $45.80 +4.0%
86 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 870.0 $50K 0.00% +257.0 +41.9% $57.64 +8.2%
87 FCX FREEPORT-MCMORAN INC CL B Basic Materials 843.0 $50K 0.00% +543.0 +181.0% $58.79 +8.2%
88 REGN REGENERON PHARMACEUTICALS COM Healthcare 61.0 $47K 0.00% +11.0 +22.0% $777.11 -19.0%
89 MAIN MAIN STR CAP CORP COM Financial Services 866.0 $46K 0.00% +16.0 +1.9% $52.98 -2.9%
90 EQT EQT CORP COM Energy 679.0 $43K 0.00% +359.0 +112.2% $63.64 -12.3%
91 GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 399.0 $43K 0.00% +2.0 +0.5% $106.70 -0.5%
92 IMMUNITYBIO INC COM 5,425.0 $42K 0.00% +5K +1176.5% $7.67
93 JCI JOHNSON CTLS INTL PLC SHS Industrials 302.0 $40K 0.00% +219.0 +263.9% $130.95 +5.9%
94 NEM NEWMONT CORP COM Basic Materials 350.0 $38K 0.00% +129.0 +58.4% $108.33 -0.0%
95 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 1,302.0 $36K 0.00% +12.0 +0.9% $27.46 -0.9%
96 SDY SPDR S&P DIVIDEND ETF 226.0 $33K 0.00% +2.0 +0.9% $145.77 +3.2%
97 HUM HUMANA INC COM Healthcare 187.0 $32K 0.00% +1.0 +0.5% $173.34 +75.8%
98 FITB FIFTH THIRD BANCORP COM Financial Services 647.0 $30K 0.00% +305.0 +89.2% $46.46 +7.7%
99 COIN COINBASE GLOBAL INC COM CL A Financial Services 151.0 $26K 0.00% +50.0 +49.5% $174.61 +1.7%
100 ALB ALBEMARLE CORP COM Basic Materials 147.0 $26K 0.00% +1.0 +0.7% $178.95 +0.2%
Page 5 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%