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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 32 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 SCHD SCHWAB US DIVIDEND EQUITY ETF 130.0 $4K +1.0 +0.8% $30.66 +4.5%
622 BLLN BILLIONTOONE INC CL A Healthcare 50.0 $4K $78.94 +4.7%
623 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 26.0 $4K -30.0 -53.6% $151.12 -5.8%
624 SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 82.0 $4K -1K -94.5% $45.74 +2.4%
625 NWSA NEWS CORP NEW CL A Communication Services 150.0 $4K $24.93 +4.0%
626 EQH EQUITABLE HLDGS INC COM Financial Services 100.0 $4K $37.11 +14.7%
627 BIIB BIOGEN INC COM Healthcare 20.0 $4K $183.35 +5.2%
628 CEG CONSTELLATION ENERGY CORP COM Utilities 13.0 $4K $279.23 -6.2%
629 MP MP MATERIALS CORP COM CL A Basic Materials 75.0 $4K +50.0 +200.0% $48.27 +26.9%
630 ACVF AMERICAN CONSERVATIVE VALUES ETF 75.0 $4K $47.61 +10.5%
631 FIDELITY MSCI HEALTH CARE INDEX ETF 50.0 $4K $70.36
632 BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG Utilities 85.0 $3K -24.0 -22.0% $39.75 -8.5%
633 GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 61.0 $3K $55.34 -0.8%
634 ENR ENERGIZER HLDGS INC NEW COM Industrials 204.0 $3K $16.42 +2.4%
635 MICC MAGNUM ICE CREAM CO NV ORD SHS Consumer Defensive 210.0 $3K $14.95 +11.4%
636 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 25.0 $3K $125.48 +6.2%
637 FBND FIDELITY TOTAL BOND ETF 68.0 $3K $45.87 -1.5%
638 PEW GRABAGUN DIGITAL HLDGS INC COMMON STOCK Industrials 1,000.0 $3K $3.01 -7.3%
639 YIELDMAX TSLA OPTION INCOME STRATEGY ETF 100.0 $3K $29.99
640 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 50.0 $3K NEW $59.04 +16.6%
Page 32 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%