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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 35 of 36  ·  713 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 TWLO TWILIO INC CL A Communication Services 1.0 $142.0 NEW $142.00 +33.3%
682 NXDT NEXPOINT DIVERSIFIED REL ET TR COM NEW Financial Services 31.0 $119.0 NEW $3.84 +30.5%
683 MANH MANHATTAN ASSOCIATES INC COM Technology 1.0 $97.0 NEW $97.00 +38.7%
684 ASIX ADVANSIX INC COM Basic Materials 5.0 $87.0 NEW $17.40 +25.5%
685 RBLX ROBLOX CORP CL A Technology 1.0 $81.0 NEW $81.00 -43.5%
686 UNITI GROUP INC COM 10.0 $70.0 NEW $7.00
687 EDIT EDITAS MEDICINE INC COM Healthcare 30.0 $62.0 NEW $2.07 +29.2%
688 EMBC EMBECTA CORP COMMON STOCK Healthcare 5.0 $59.0 NEW $11.80 -71.9%
689 REALPHA TECH CORP COM 111.0 $46.0 NEW $0.41
690 GCOR GOLDMAN SACHS ACCESS U.S. AGGREGATE BOND ETF 1.0 $44.0 NEW $44.00 -7.2%
691 EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF $44.0 NEW
692 OCCIDENTAL PETE CORP WT EXP 080327 2.0 $39.0 NEW $19.50
693 DFLI DRAGONFLY ENERGY HOLDINGS CORP COM SHS Industrials 10.0 $31.0 NEW $3.10 -35.2%
694 EWBC EAST WEST BANCORP INC COM Financial Services $30.0 NEW
695 RMR RMR GROUP INC CL A Real Estate 2.0 $30.0 NEW $15.00 +32.1%
696 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND $29.0 NEW
697 VICI VICI PPTYS INC COM Real Estate 1.0 $22.0 NEW $22.00 +29.1%
698 MTCH MATCH GROUP INC NEW COM Communication Services 1.0 $20.0 NEW $20.00 +78.3%
699 RINF PROSHARES INFLATION EXPECTATIONS ETF 1.0 $17.0 NEW $17.00 +92.6%
700 BDN BRANDYWINE RLTY TR SH BEN INT NEW Real Estate 5.0 $15.0 NEW $3.00 -0.7%
Page 35 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%