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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 9 of 41  ·  807 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LOW LOWES COS INC COM Consumer Cyclical 1,879.0 $414K 0.03% -333.0 -15.1% $220.44 -2.0%
162 SOUTH ST CORP COM 4,144.0 $414K 0.03% -50.0 -1.2% $99.90
163 SFST SOUTHERN FIRST BANCSHARES COM Financial Services 6,610.0 $404K 0.03% $61.10 +3.2%
164 IBM INTERNATIONAL BUSINESS MACHS COM Technology 1,429.0 $402K 0.03% +12.0 +0.8% $281.23 -16.2%
165 PRFZ INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF 7,150.0 $399K 0.03% $55.77 +0.2%
166 AXP AMERICAN EXPRESS CO COM Financial Services 1,169.0 $395K 0.03% +43.0 +3.8% $338.25 -0.7%
167 FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 9,785.0 $388K 0.03% $39.68 +5.5%
168 CRWV COREWEAVE INC COM CL A Technology 3,550.0 $353K 0.03% +30.0 +0.8% $99.54 -11.7%
169 TSLA TESLA INC COM Consumer Cyclical 816.0 $343K 0.02% -25.0 -3.0% $420.60 -13.7%
170 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 1,560.0 $342K 0.02% +25.0 +1.6% $219.43 +1.7%
171 DVY ISHARES SELECT DIVIDEND ETF 2,176.0 $340K 0.02% +69.0 +3.3% $156.29 +5.0%
172 FAST FASTENAL CO COM Industrials 6,976.0 $335K 0.02% $48.03 +6.7%
173 PM PHILIP MORRIS INTL INC COM Consumer Defensive 1,839.0 $333K 0.02% $180.91 +4.0%
174 CAH CARDINAL HEALTH INC COM Healthcare 1,383.0 $329K 0.02% $237.56 -3.4%
175 VXF VANGUARD EXTENDED MARKET ETF 1,316.0 $324K 0.02% $246.21 -0.3%
176 VRT VERTIV HOLDINGS CO COM CL A Industrials 919.0 $308K 0.02% $334.71 -21.7%
177 SCHM SCHWAB U.S. MID-CAP ETF 8,260.0 $305K 0.02% -2K -16.6% $36.87 -1.9%
178 KVUE KENVUE INC COM Consumer Defensive 15,865.0 $303K 0.02% -6K -26.1% $19.11 -0.3%
179 ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 6,249.0 $302K 0.02% -304.0 -4.6% $48.25 -0.5%
180 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 1,825.0 $300K 0.02% $164.27 +2.3%
Page 9 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%