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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 35 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 PLAB PHOTRONICS INC COM Technology 25.0 $1K NEW $40.40 +23.8%
682 KARO KAROOOOO LTD ORD SHS Technology 20.0 $997.0 $49.85 -7.6%
683 UNG UNITED STATES NATURAL GAS FUND LP Financial Services 75.0 $880.0 $11.73 -3.4%
684 TE T1 ENERGY INC COM NEW Industrials 200.0 $878.0 $4.39 +29.2%
685 GNTX GENTEX CORP COM Consumer Cyclical 40.0 $878.0 $21.95 +4.2%
686 ORBS EIGHTCO HOLDINGS INC COM Technology 900.0 $839.0 $0.93 -17.5%
687 GIL GILDAN ACTIVEWEAR INC COM Consumer Cyclical 15.0 $835.0 $55.67 +1.5%
688 JEF JEFFERIES FINL GROUP INC COM Financial Services 20.0 $825.0 $41.25 +26.6%
689 SLI STANDARD LITHIUM CORP COM Basic Materials 200.0 $682.0 $3.41 +12.9%
690 NTLA INTELLIA THERAPEUTICS INC COM Healthcare 50.0 $641.0 $12.82 +6.6%
691 PAYX PAYCHEX INC COM Industrials 7.0 $633.0 $90.43 +1.2%
692 SLDP SOLID POWER INC CLASS A COM Industrials 200.0 $600.0 $3.00 -4.0%
693 UAA UNDER ARMOUR INC CL A Consumer Cyclical 100.0 $591.0 $5.91 -13.4%
694 UA UNDER ARMOUR INC CL C Consumer Cyclical 100.0 $579.0 $5.79 -13.8%
695 OKTA OKTA INC CL A Technology 7.0 $551.0 $78.71 +5.2%
696 BHF BRIGHTHOUSE FINL INC COM Financial Services 9.0 $539.0 $59.89 +4.7%
697 KD KYNDRYL HLDGS INC COMMON STOCK Technology 40.0 $525.0 +25.0 +166.7% $13.12 -13.8%
698 ATLANTA BRAVES HLDGS INC COM SER A 10.0 $472.0 $47.20
699 LCID LUCID GROUP INC COM NEW Consumer Cyclical 37.0 $353.0 $9.54 -36.7%
700 FLY FIREFLY AEROSPACE INC COM Industrials 10.0 $285.0 $28.50 +41.9%
Page 35 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%