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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
Q1 2026 Q4 2025 · All 65 New 135 Added 147 Reduced 48 Exited
Page 30 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS Healthcare 352.0 $7K 0.00% $18.52 -10.3%
582 OXY OCCIDENTAL PETE CORP COM Energy 100.0 $6K 0.00% $65.00 -8.3%
583 LSF LAIRD SUPERFOOD INC COM STK Consumer Defensive 3,000.0 $6K 0.00% $2.15 +46.5%
584 WRB BERKLEY W R CORP COM Financial Services 97.0 $6K $66.28 +0.3%
585 BIZD VANECK BDC INCOME ETF 475.0 $6K $12.80 -1.9%
586 TDOC TELADOC HEALTH INC COM Healthcare 1,100.0 $6K $5.45 +16.7%
587 XYL XYLEM INC COM Industrials 50.0 $6K $119.50 -9.5%
588 RNR RENAISSANCERE HLDGS LTD COM Financial Services 20.0 $6K NEW $297.25 -1.0%
589 KRBN KRANESHARES GLOBAL CARBON ETF 200.0 $6K $29.69 +7.6%
590 HUBB HUBBELL INC COM Industrials 12.0 $6K NEW $490.75 -2.2%
591 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 100.0 $6K NEW $58.47 +13.5%
592 STT STATE STR CORP COM Financial Services 46.0 $6K NEW $126.57 +20.8%
593 TS TENARIS S A SPONSORED ADS Energy 100.0 $6K NEW $58.18 +6.2%
594 DAL DELTA AIR LINES INC DEL COM NEW Industrials 86.0 $6K $66.48 +5.6%
595 BROWN FORMAN CORP CL B 212.0 $6K +2.0 +0.9% $26.47
596 STAA STAAR SURGICAL CO COM PAR $0.01 Healthcare 300.0 $6K $18.70 +71.5%
597 LUV SOUTHWEST AIRLS CO COM Industrials 149.0 $6K +1.0 +0.7% $37.56 +2.5%
598 INMD INMODE LTD SHS Healthcare 400.0 $5K $13.68 +1.6%
599 BMO BANK MONTREAL QUE COM Financial Services 40.0 $5K $135.35 +13.6%
600 MORGAN STANLEY PATHWAY SMALL-MID CAP EQUITY ETF 104.0 $5K NEW $51.62
Page 30 of 37  ·  726 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 28.4%
Financial Services 13.9%
Industrials 11.2%
Healthcare 11.0%
Consumer Defensive 8.9%
Consumer Cyclical 8.3%
Communication Services 8.1%
Energy 3.8%
Utilities 3.1%
Basic Materials 2.5%