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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 6 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SON SONOCO PRODS CO COM Consumer Cyclical 1,460.0 $82K 0.01% +60.0 +4.3% $56.35 +5.6%
102 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 269.0 $78K 0.01% +87.0 +47.8% $290.59 -8.2%
103 TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 666.0 $77K 0.01% +216.0 +48.0% $114.88 -0.2%
104 GNRC GENERAC HLDGS INC COM Industrials 260.0 $76K 0.01% +10.0 +4.0% $292.81 -29.7%
105 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 801.0 $76K 0.01% +687.0 +602.6% $94.92 +10.9%
106 QCOM QUALCOMM INC COM Technology 357.0 $66K 0.01% +148.0 +70.8% $184.66 -12.9%
107 SBUX STARBUCKS CORP COM Consumer Cyclical 527.0 $54K 0.00% +226.0 +75.1% $102.19 +4.8%
108 FITB FIFTH THIRD BANCORP COM Financial Services 947.0 $53K 0.00% +300.0 +46.4% $56.37 -2.7%
109 GWW WW GRAINGER INC COM Industrials 37.0 $50K 0.00% +18.0 +94.7% $1360.41 -3.5%
110 BP BP PLC SPONSORED ADR Energy 1,356.0 $50K 0.00% +15.0 +1.1% $36.96 +21.1%
111 HWM HOWMET AEROSPACE INC COM Industrials 183.0 $49K 0.00% +134.0 +273.5% $268.35 +1.2%
112 PGR PROGRESSIVE CORP COM Financial Services 214.0 $47K 0.00% +7.0 +3.4% $218.45 +0.4%
113 NOC NORTHROP GRUMMAN CORP COM Industrials 91.0 $46K 0.00% +30.0 +49.2% $507.41 +8.6%
114 MAIN MAIN STR CAP CORP COM Financial Services 884.0 $46K 0.00% +18.0 +2.1% $51.90 +12.3%
115 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 45.0 $43K 0.00% +21.0 +87.5% $965.00 -11.9%
116 GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 403.0 $43K 0.00% +4.0 +1.0% $106.04 -0.7%
117 GM GENERAL MTRS CO COM Consumer Cyclical 539.0 $42K 0.00% +375.0 +228.7% $77.08 +14.1%
118 VB VANGUARD SMALL-CAP INDEX FUND 130.0 $39K 0.00% +27.0 +26.2% $301.95 +0.9%
119 HUBB HUBBELL INC COM Industrials 59.0 $31K 0.00% +47.0 +391.7% $523.20 -10.2%
120 VOOG VANGUARD S&P 500 GROWTH ETF 360.0 $30K 0.00% +300.0 +500.0% $82.62 +1.0%
Page 6 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%