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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 5 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VO VANGUARD MID-CAP INDEX FUND 1,977.0 $159K 0.01% +1K +304.3% $80.58 +3.0%
82 VMC VULCAN MATLS CO COM Basic Materials 520.0 $153K 0.01% +70.0 +15.6% $295.01 -6.4%
83 TDG TRANSDIGM GROUP INC COM Industrials 115.0 $153K 0.01% +20.0 +21.1% $1332.04 -9.9%
84 RACE FERRARI N V COM Consumer Cyclical 402.0 $150K 0.01% +25.0 +6.6% $372.29 +17.3%
85 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 1,594.0 $146K 0.01% +514.0 +47.6% $91.65 -0.1%
86 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 275.0 $138K 0.01% +30.0 +12.2% $501.36 +25.5%
87 JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 2,465.0 $126K 0.01% +15.0 +0.6% $51.01 -0.2%
88 SHEL ROYAL DUTCH SHELL PLC SPONS ADR A Energy 1,531.0 $119K 0.01% +10.0 +0.7% $77.54 +20.4%
89 PIFI CLEARSHARES PITON INTERMEDIATE FIXED INCOME ETF 1,196.0 $112K 0.01% +10.0 +0.8% $93.54 -0.5%
90 KLAC KLA CORP COM NEW Technology 370.0 $112K 0.01% +335.0 +957.1% $302.10 -39.1%
91 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 1,950.0 $110K 0.01% +975.0 +100.0% $56.16 +4.6%
92 EMR EMERSON ELEC CO COM Industrials 763.0 $109K 0.01% +109.0 +16.7% $143.15 +9.8%
93 MET METLIFE INC COM Financial Services 1,230.0 $104K 0.01% +225.0 +22.4% $84.61 +11.5%
94 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 258.0 $103K 0.01% +25.0 +10.7% $397.68 -4.7%
95 SLB SLB LIMITED COM STK Energy 2,095.0 $97K 0.01% +50.0 +2.4% $46.49 +15.9%
96 HUM HUMANA INC COM Healthcare 233.0 $92K 0.01% +46.0 +24.6% $396.74 -4.5%
97 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 1,618.0 $91K 0.01% +25.0 +1.6% $56.48 +2.5%
98 ELV ELEVANCE HEALTH INC Healthcare 236.0 $91K 0.01% +36.0 +18.0% $386.73 +3.6%
99 VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 374.0 $88K 0.01% +11.0 +3.0% $236.62 +3.1%
100 VGT VANGUARD INFORMATION TECHNOLOGY ETF 728.0 $87K 0.01% +637.0 +700.0% $119.52 -0.9%
Page 5 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%