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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 7 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TD TORONTO DOMINION BK ONT COM NEW Financial Services 566.0 $53K 0.00% -30.0 -5.0% $93.32 +20.3%
122 EWU ISHARES MSCI UNITED KINGDOM ETF 992.0 $45K 0.00% -202.0 -16.9% $45.56 +3.8%
123 PGR PROGRESSIVE CORP COM Financial Services 207.0 $41K 0.00% -25.0 -10.8% $198.24 +0.4%
124 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 300.0 $41K 0.00% -38.0 -11.2% $136.09 -8.4%
125 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 259.0 $40K 0.00% -116.0 -30.9% $153.10 -12.9%
126 EWG ISHARES MSCI GERMANY ETF 900.0 $36K 0.00% -643.0 -41.7% $39.67 +10.2%
127 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 280.0 $31K 0.00% -60.0 -17.6% $108.98 +11.7%
128 ADBE ADOBE SYSTEMS INCORPORATED COM Technology 100.0 $24K 0.00% -25.0 -20.0% $243.08 -1.0%
129 TOL TOLL BROTHERS INC COM Consumer Cyclical 166.0 $23K 0.00% -39.0 -19.0% $136.47 +3.4%
130 CANADIAN PAC RY LTD COM 271.0 $21K 0.00% -288.0 -51.5% $78.66
131 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 245.0 $15K 0.00% -80.0 -24.6% $62.68 +30.9%
132 FMC FMC CORP COM NEW Basic Materials 818.0 $14K 0.00% -750.0 -47.8% $17.22 -20.1%
133 RIG TRANSOCEAN LTD REGISTERED SHS Energy 2,000.0 $13K 0.00% -400.0 -16.7% $6.63 -5.4%
134 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 173.0 $12K 0.00% -1.0 -0.6% $69.75 +19.4%
135 CLX CLOROX CO DEL COM Consumer Defensive 100.0 $10K 0.00% -23.0 -18.7% $104.14 -5.9%
136 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 127.0 $10K 0.00% -232.0 -64.6% $76.16 +12.1%
137 CODI COMPASS DIVERSIFIED SH BEN INT Industrials 1,000.0 $8K 0.00% -400.0 -28.6% $7.86 +47.9%
138 WY WEYERHAEUSER CO MTN BE COM NEW Real Estate 200.0 $5K -2K -88.9% $24.43 +0.0%
139 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 26.0 $4K -30.0 -53.6% $151.12 -1.2%
140 SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 82.0 $4K -1K -94.5% $45.74 +4.7%
Page 7 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%