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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
Q2 2026 Q1 2026 · All 65 New 135 Added 147 Reduced
Page 6 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 C CITIGROUP INC COM NEW Financial Services 221.0 $25K 0.00% +138.0 +166.3% $113.41 +16.1%
102 FHN FIRST HORIZON CORPORATION COM Financial Services 1,099.0 $25K 0.00% +563.0 +105.0% $22.76 +8.2%
103 INTC INTEL CORP COM Technology 534.0 $24K 0.00% +322.0 +151.9% $44.16 +103.9%
104 GL GLOBE LIFE INC COM Financial Services 169.0 $23K 0.00% +1.0 +0.6% $138.83 +23.2%
105 MSTR STRATEGY INC CL A NEW Technology 180.0 $22K 0.00% +100.0 +125.0% $124.80 -4.4%
106 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 147.0 $22K 0.00% +80.0 +119.4% $151.28 +60.8%
107 PFRL PGIM FLOATING RATE INCOME ETF 448.0 $22K 0.00% +114.0 +34.1% $48.71 +2.4%
108 GWW WW GRAINGER INC COM Industrials 19.0 $21K 0.00% +15.0 +375.0% $1090.79 +20.3%
109 VST VISTRA CORP COM Utilities 125.0 $19K 0.00% +75.0 +150.0% $150.33 -9.4%
110 CRWD CROWDSTRIKE HLDGS INC CL A Technology 47.0 $18K 0.00% +32.0 +213.3% $97.60 +96.7%
111 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 60.0 $18K 0.00% +30.0 +100.0% $304.08 +7.4%
112 SHLD GLOBAL X DEFENSE TECH ETF 251.0 $18K 0.00% +101.0 +67.3% $70.78 -5.2%
113 MS MORGAN STANLEY COM NEW Financial Services 93.0 $15K 0.00% +47.0 +102.2% $164.57 +30.2%
114 SRPT SAREPTA THERAPEUTICS INC COM Healthcare 700.0 $15K 0.00% +200.0 +40.0% $21.76 -13.6%
115 GD GENERAL DYNAMICS CORP COM Industrials 42.0 $14K 0.00% +35.0 +500.0% $343.21 +12.0%
116 CB CHUBB LIMITED COM Financial Services 44.0 $14K 0.00% +25.0 +131.6% $325.93 +4.6%
117 GM GENERAL MTRS CO COM Consumer Cyclical 164.0 $12K 0.00% +162.0 +8100.0% $74.50 +18.0%
118 PVH PVH CORPORATION COM Consumer Cyclical 151.0 $11K 0.00% +1.0 +0.7% $69.56 +12.9%
119 RYN RAYONIER INC COM Real Estate 469.0 $10K 0.00% +6.0 +1.3% $20.63 +2.8%
120 MARA MARA HOLDINGS INC COM Financial Services 1,000.0 $8K 0.00% +500.0 +100.0% $8.16 +38.0%
Page 6 of 7  ·  135 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 28.7%
Financial Services 14.1%
Industrials 11.3%
Healthcare 11.1%
Consumer Defensive 9.0%
Consumer Cyclical 8.4%
Communication Services 7.0%
Energy 3.8%
Utilities 3.2%
Basic Materials 2.6%