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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 20 of 36  ·  713 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 DOW DOW INC COM Basic Materials 1,601.0 $37K 0.00% NEW $23.38 +65.0%
382 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 1,290.0 $37K 0.00% NEW $28.82 -6.2%
383 DD DUPONT DE NEMOURS INC COM Basic Materials 923.0 $37K 0.00% NEW $40.20 +17.4%
384 DLTR DOLLAR TREE INC COM Consumer Defensive 300.0 $37K 0.00% NEW $123.01 -28.0%
385 VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 456.0 $36K 0.00% NEW $79.77 -1.4%
386 INTU INTUIT COM Technology 54.0 $36K 0.00% NEW $662.43 -37.4%
387 QCOM QUALCOMM INC COM Technology 209.0 $36K 0.00% NEW $170.89 +15.7%
388 PWR QUANTA SVCS INC COM Industrials 82.0 $35K 0.00% NEW $422.06 +67.5%
389 NOC NORTHROP GRUMMAN CORP COM Industrials 61.0 $35K 0.00% NEW $567.03 -2.6%
390 CNP CENTERPOINT ENERGY INC COM Utilities 900.0 $35K 0.00% NEW $38.34 +9.2%
391 DKNG DRAFTKINGS INC COM CL A Consumer Cyclical 1,000.0 $34K 0.00% NEW $34.46 -25.2%
392 GNRC GENERAC HLDGS INC COM Industrials 250.0 $34K 0.00% NEW $136.37 +82.4%
393 IQVIA HLDGS INC COM 150.0 $34K 0.00% NEW $225.41
394 JPMORGAN SHORT DURATION CORE PLUS ETF 708.0 $34K 0.00% NEW $47.56
395 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 217.0 $34K 0.00% NEW $155.12 +8.6%
396 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 400.0 $33K 0.00% NEW $83.00 -37.9%
397 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 613.0 $33K 0.00% NEW $53.83 +14.6%
398 NI NISOURCE INC COM Utilities 750.0 $31K 0.00% NEW $41.76 +11.8%
399 SDY SPDR S&P DIVIDEND ETF 224.0 $31K 0.00% NEW $139.40 +5.4%
400 IGM ISHARES EXPANDED TECH SECTOR ETF 240.0 $31K 0.00% NEW $129.16 +18.3%
Page 20 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%