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Portfolio (Quarterly) Guide ↗

Colonial Trust Advisors

· CIK 0001567993
13F Portfolio $1.3B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 713 New
Page 2 of 36  ·  713 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UNP UNION PAC CORP COM Industrials 65,502.0 $15.2M 1.14% NEW $231.32 +17.2%
22 SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 292,855.0 $14.8M 1.12% NEW $50.70 -0.7%
23 IJH ISHARES S&P MIDCAP FUND 224,810.0 $14.8M 1.12% NEW $66.00 +13.1%
24 META META PLATFORMS INC CL A Communication Services 22,166.0 $14.6M 1.10% NEW $660.10 -7.2%
25 ETN EATON CORP PLC SHS Industrials 45,004.0 $14.3M 1.08% NEW $318.51 +26.6%
26 BX BLACKSTONE GROUP INC COM Financial Services 92,009.0 $14.2M 1.07% NEW $154.14 -23.4%
27 AMAT APPLIED MATLS INC COM Technology 54,573.0 $14.0M 1.05% NEW $256.99 +77.0%
28 FLOT ISHARES FLOATING RATE BOND ETF 265,891.0 $13.5M 1.02% NEW $50.86 +0.4%
29 APD AIR PRODS & CHEMS INC COM Basic Materials 54,333.0 $13.4M 1.01% NEW $247.02 +17.2%
30 WM WASTE MGMT INC DEL COM Industrials 60,008.0 $13.2M 0.99% NEW $219.71 -1.9%
31 GOOG ALPHABET INC CAP STK CL C Communication Services 41,588.0 $13.1M 0.98% NEW $313.80 +22.6%
32 KO COCA COLA CO COM Consumer Defensive 184,575.0 $12.9M 0.97% NEW $69.91 +15.1%
33 TJX TJX COS INC NEW COM Consumer Cyclical 82,829.0 $12.7M 0.96% NEW $153.61 +3.5%
34 BERKSHIRE HATHAWAY INC DEL CL B NEW 24,770.0 $12.5M 0.94% NEW $502.65
35 ISHARES MSCI INTL QUALITY FACTOR ETF 254,964.0 $11.6M 0.87% NEW $45.45
36 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 41,203.0 $11.1M 0.83% NEW $268.30 -34.0%
37 PEP PEPSICO INC COM Consumer Defensive 74,283.0 $10.7M 0.80% NEW $143.52 +1.5%
38 SYK STRYKER CORPORATION COM Healthcare 30,200.0 $10.6M 0.80% NEW $351.47 -10.9%
39 CVX CHEVRON CORP NEW COM Energy 68,176.0 $10.4M 0.78% NEW $152.41 +21.2%
40 CTAS CINTAS CORP COM Industrials 54,568.0 $10.3M 0.77% NEW $188.07 -9.0%
Page 2 of 36  ·  713 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 30.8%
Financial Services 14.7%
Healthcare 11.0%
Industrials 10.0%
Consumer Cyclical 8.6%
Communication Services 8.5%
Consumer Defensive 8.1%
Energy 2.7%
Utilities 2.6%
Basic Materials 2.2%