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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 5 of 41  ·  807 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IEFA ISHARES CORE MSCI EAFE ETF 39,608.0 $3.8M 0.27% -643.0 -1.6% $96.58 +4.4%
82 NKE NIKE INC CL B Consumer Cyclical 90,999.0 $3.7M 0.26% -8K -8.3% $41.05 -0.7%
83 SPY SPDR S&P 500 ETF Financial Services 4,776.0 $3.6M 0.25% +53.0 +1.1% $746.84 +2.5%
84 EOG EOG RES INC COM Energy 26,304.0 $3.4M 0.24% -384.0 -1.4% $129.73 +18.0%
85 DGX QUEST DIAGNOSTICS INC COM Healthcare 14,691.0 $3.1M 0.22% -818.0 -5.3% $211.94 +15.3%
86 YUM YUM BRANDS INC COM Consumer Cyclical 19,205.0 $3.1M 0.21% $159.86 -4.3%
87 WMB WILLIAMS COS INC COM Energy 40,966.0 $3.0M 0.21% +2K +6.2% $74.34 -5.2%
88 RTX RTX CORPORATION COM Industrials 15,032.0 $2.9M 0.20% -188.0 -1.2% $189.72 +10.6%
89 JBL JABIL INC COM Technology 7,019.0 $2.7M 0.19% -83.0 -1.2% $385.48 -18.7%
90 AMER SPORTS INC COM SHS 79,336.0 $2.7M 0.19% +11K +15.8% $33.84
91 CET CENTRAL SECS CORP COM Financial Services 50,745.0 $2.7M 0.18% $52.45 +4.4%
92 O REALTY INCOME CORP COM Real Estate 42,476.0 $2.6M 0.18% +2K +4.8% $61.96 +1.0%
93 CLH CLEAN HARBORS INC COM Industrials 8,691.0 $2.6M 0.18% -437.0 -4.8% $298.75 +5.8%
94 EXXON MOBIL CORP COM 17,548.0 $2.4M 0.17% NEW $136.72
95 BAC BK OF AMERICA CORP COM Financial Services 39,095.0 $2.2M 0.15% +244.0 +0.6% $56.98 +8.3%
96 FDX FEDEX CORP COM Industrials 7,105.0 $2.2M 0.15% -576.0 -7.5% $313.14 +3.8%
97 NOW SERVICENOW INC COM Technology 20,302.0 $2.0M 0.14% +2K +9.3% $99.28 +29.4%
98 NSC NORFOLK SOUTHN CORP COM Industrials 6,405.0 $2.0M 0.14% -205.0 -3.1% $314.59 +11.5%
99 GE GENERAL ELECTRIC CO COM Industrials 5,294.0 $2.0M 0.14% +243.0 +4.8% $373.74 -6.8%
100 CI CIGNA CORP NEW COM Healthcare 6,482.0 $1.8M 0.12% +409.0 +6.7% $275.67 +0.7%
Page 5 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%