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Portfolio (Quarterly) Guide ↗

Colonial Trust Advisors

· CIK 0001567993
13F Portfolio $1.4B AUM 807 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 114 New 151 Added 144 Reduced 30 Exited
Page 4 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 1,560.0 $342K 0.02% +25.0 +1.6% $219.43 +1.7%
62 DVY ISHARES SELECT DIVIDEND ETF 2,176.0 $340K 0.02% +69.0 +3.3% $156.29 +5.0%
63 SMLF ISHARES MSCI USA SMALL-CAP MULTIFACTOR ETF 3,308.0 $295K 0.02% +100.0 +3.1% $89.15 +0.2%
64 ONEQ FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND 2,763.0 $285K 0.02% +201.0 +7.8% $103.21 -0.1%
65 PH PARKER-HANNIFIN CORP COM Industrials 288.0 $282K 0.02% +31.0 +12.1% $978.12 +2.4%
66 CARR CARRIER GLOBAL CORPORATION COM Industrials 3,728.0 $273K 0.02% +165.0 +4.6% $73.35 -17.7%
67 CVS CVS HEALTH CORP COM Healthcare 2,602.0 $269K 0.02% +202.0 +8.4% $103.43 -10.1%
68 MU MICRON TECHNOLOGY INC COM Technology 230.0 $266K 0.02% +39.0 +20.4% $1156.78 -16.4%
69 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 3,721.0 $265K 0.02% +1K +45.2% $71.25 +3.0%
70 FCX FREEPORT-MCMORAN INC CL B Basic Materials 3,708.0 $233K 0.02% +3K +339.9% $62.89 +21.9%
71 BA BOEING CO COM Industrials 1,017.0 $220K 0.01% +85.0 +9.1% $216.47 -1.0%
72 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 738.0 $211K 0.01% +7.0 +1.0% $285.58 -1.0%
73 CSX CSX CORP COM Industrials 4,356.0 $207K 0.01% +375.0 +9.4% $47.53 +8.5%
74 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 3,467.0 $200K 0.01% +416.0 +13.6% $57.62 +16.3%
75 TGT TARGET CORP COM Consumer Defensive 1,505.0 $197K 0.01% +107.0 +7.7% $130.59 +26.7%
76 VWO VANGUARD FTSE EMERGING MARKETS ETF 3,289.0 $196K 0.01% +715.0 +27.8% $59.69 +1.3%
77 NUE NUCOR CORP COM Basic Materials 769.0 $171K 0.01% +48.0 +6.7% $222.64 +9.4%
78 PHYS SPROTT PHYSICAL GOLD TR UNIT Financial Services 5,450.0 $164K 0.01% +450.0 +9.0% $30.17 +16.0%
79 MUB ISHARES NATIONAL MUNI BOND ETF 1,525.0 $164K 0.01% +25.0 +1.7% $107.62 -2.1%
80 JBHT HUNT J B TRANS SVCS INC COM Industrials 551.0 $159K 0.01% +74.0 +15.5% $289.43 -4.8%
Page 4 of 8  ·  151 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 32.7%
Financial Services 13.6%
Industrials 11.2%
Healthcare 11.2%
Consumer Cyclical 7.9%
Consumer Defensive 7.7%
Communication Services 6.9%
Utilities 2.8%
Energy 2.8%
Basic Materials 2.4%