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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 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EOG EOG RES INC COM Energy 26,688.0 $3.9M 0.30% -390.0 -1.4% $144.57 -5.8%
42 AVGO BROADCOM INC COM Technology 10,156.0 $3.1M 0.24% -356.0 -3.4% $309.51 +37.4%
43 DGX QUEST DIAGNOSTICS INC COM Healthcare 15,509.0 $3.0M 0.24% -217.0 -1.4% $195.97 -1.5%
44 XOM EXXON MOBIL CORP COM Energy 17,778.0 $3.0M 0.23% -2K -11.9% $169.66 -13.2%
45 YUM YUM BRANDS INC COM Consumer Cyclical 19,175.0 $3.0M 0.23% -549.0 -2.8% $155.48 -1.9%
46 RTX RTX CORPORATION COM Industrials 15,220.0 $2.9M 0.23% -757.0 -4.7% $192.89 -7.6%
47 FDX FEDEX CORP COM Industrials 7,681.0 $2.7M 0.21% -1K -13.8% $356.18 +14.8%
48 CLH CLEAN HARBORS INC COM Industrials 9,128.0 $2.6M 0.20% -60.0 -0.7% $286.73 -1.0%
49 ZTS ZOETIS INC CL A Healthcare 16,683.0 $2.0M 0.15% -2K -8.5% $118.21 -32.1%
50 NOW SERVICENOW INC COM Technology 18,567.0 $1.9M 0.15% -12K -39.3% $104.55 -5.1%
51 NSC NORFOLK SOUTHN CORP COM Industrials 6,610.0 $1.9M 0.15% -623.0 -8.6% $286.99 +11.6%
52 JBL JABIL INC COM Technology 7,102.0 $1.9M 0.15% -116.0 -1.6% $265.63 +43.5%
53 SRE SEMPRA ENERGY COM Utilities 17,656.0 $1.7M 0.13% -1K -7.0% $97.17 -6.3%
54 VZ VERIZON COMMUNICATIONS INC COM Communication Services 34,171.0 $1.7M 0.13% -6K -15.2% $50.20 -3.4%
55 HSY HERSHEY CO COM Consumer Defensive 7,010.0 $1.5M 0.11% -691.0 -9.0% $207.89 -6.3%
56 BLK BLACKROCK INC COM Financial Services 1,441.0 $1.4M 0.11% -375.0 -20.6% $961.78 +12.4%
57 VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 3,891.0 $1.2M 0.10% -94.0 -2.4% $320.82 +15.2%
58 VOT VANGUARD MID-CAP GROWTH INDEX FUND 4,640.0 $1.2M 0.09% -25.0 -0.5% $257.35 +14.8%
59 CSL CARLISLE COS INC COM Industrials 2,337.0 $780K 0.06% -98.0 -4.0% $333.62 +3.7%
60 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 1,308.0 $770K 0.06% -96.0 -6.8% $588.68 -3.6%
Page 3 of 8  ·  147 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%