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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 6 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BDX BECTON DICKINSON & CO COM Healthcare 696.0 $109K 0.01% -262.0 -27.4% $157.24 -6.6%
102 AMLP ALERIAN MLP ETF 2,046.0 $108K 0.01% -841.0 -29.1% $52.64 +1.0%
103 JBHT HUNT J B TRANS SVCS INC COM Industrials 477.0 $101K 0.01% -59.0 -11.0% $211.90 +27.8%
104 FBIN FORTUNE BRANDS HOME & SEC INC COM Industrials 2,368.0 $92K 0.01% -54.0 -2.2% $38.97 +0.5%
105 CCI CROWN CASTLE INTL CORP NEW COM Real Estate 1,125.0 $91K 0.01% -78.0 -6.5% $81.31 +11.2%
106 GBTC GRAYSCALE BITCOIN TR BTC SHS Financial Services 1,610.0 $85K 0.01% -200.0 -11.1% $52.76 +10.2%
107 TPL TEXAS PACIFIC LAND CORPORATION COM Energy 168.0 $80K 0.01% -30.0 -15.2% $474.56 -13.2%
108 J JACOBS ENGR GROUP INC COM Industrials 597.0 $76K 0.01% -24.0 -3.9% $127.33 -8.6%
109 XLU UTILITIES SELECT SECTOR SPDR FUND 1,570.0 $72K 0.01% -50.0 -3.1% $45.89 -1.7%
110 CNI CANADIAN NATL RY CO COM Industrials 700.0 $72K 0.01% -150.0 -17.6% $102.77 +14.9%
111 GLW CORNING INC COM Technology 524.0 $71K 0.01% -10.0 -1.9% $135.89 +39.7%
112 JOF JAPAN SMALLER CAPITALIZATION F COM Financial Services 6,399.0 $70K 0.01% -3K -31.9% $10.90 +7.0%
113 FSLR FIRST SOLAR INC COM Energy 325.0 $64K 0.01% -10.0 -3.0% $197.26 +38.4%
114 DNP DNP SELECT INCOME FD INC COM Financial Services 5,975.0 $62K 0.01% -500.0 -7.7% $10.30 +5.2%
115 GIS GENERAL MLS INC COM Consumer Defensive 1,650.0 $61K 0.01% -50.0 -2.9% $37.22 -9.5%
116 DOW DOW INC COM Basic Materials 1,428.0 $59K 0.01% -173.0 -10.8% $41.65 -16.8%
117 EWJ ISHARES MSCI JAPAN ETF 696.0 $59K 0.01% -150.0 -17.7% $84.38 +9.2%
118 ELV ELEVANCE HEALTH INC Healthcare 200.0 $59K 0.01% -69.0 -25.6% $292.75 +32.6%
119 MO ALTRIA GROUP INC COM Consumer Defensive 886.0 $58K 0.01% -50.0 -5.3% $65.99 +9.7%
120 XLV HEALTH CARE SELECT SECTOR SPDR FUND 365.0 $54K 0.00% -50.0 -12.1% $146.61 +1.3%
Page 6 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%