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Portfolio (Quarterly) Guide ↗

Colonial Trust Advisors

· CIK 0001567993
13F Portfolio $1.4B AUM 807 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 114 New 151 Added 144 Reduced 30 Exited
Page 36 of 41  ·  807 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 CEG CONSTELLATION ENERGY CORP COM Utilities 13.0 $3K $248.38 +9.9%
702 TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529 1,000.0 $3K $3.19
703 IUSG ISHARES CORE S&P U.S. GROWTH ETF 17.0 $3K $187.47 +1.3%
704 BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG Utilities 86.0 $3K +1.0 +1.2% $37.00 -10.1%
705 OKLO OKLO INC COM CL A Utilities 60.0 $3K +30.0 +100.0% $52.33 -19.6%
706 CMC COMMERCIAL METALS CO COM Basic Materials 50.0 $3K NEW $62.76 +5.7%
707 ULS UL SOLUTIONS INC CLASS A COM SHS Industrials 30.0 $3K $102.20 -26.6%
708 GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 62.0 $3K +1.0 +1.6% $48.98 +16.2%
709 TRADR 2X LONG QBTS DAILY ETF 200.0 $3K NEW $14.98
710 TEX TEREX CORP NEW COM Industrials 40.0 $3K NEW $72.40 -8.2%
711 YIELDMAX TSLA OPTION INCOME STRATEGY ETF 100.0 $3K $28.54
712 CHTR CHARTER COMMUNICATIONS INC NEW CL A Communication Services 20.0 $3K $142.20 +5.6%
713 POLESTAR AUTOMOTIVE HLDG UK PL SPONSORED ADS 150.0 $3K $18.78
714 NXPI NXP SEMICONDUCTORS N V COM Technology 10.0 $3K $281.00 -19.7%
715 CSW INDUSTRIALS INC COM 10.0 $3K NEW $278.30
716 PLUG PLUG POWER INC COM NEW Industrials 1,000.0 $3K +500.0 +100.0% $2.71 -16.2%
717 VT VANGUARD TOTAL WORLD STOCK ETF 17.0 $3K $154.53 +4.0%
718 RSG REPUBLIC SVCS INC COM Industrials 12.0 $3K NEW $213.08 +3.6%
719 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 50.0 $3K $51.06 +31.3%
720 KIM KIMCO REALTY CORP COM Real Estate 100.0 $3K $25.35 -5.2%
Page 36 of 41  ·  807 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 32.7%
Financial Services 13.6%
Industrials 11.2%
Healthcare 11.2%
Consumer Cyclical 7.9%
Consumer Defensive 7.7%
Communication Services 6.9%
Utilities 2.8%
Energy 2.8%
Basic Materials 2.4%