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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 7 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AZN ASTRAZENECA PLC SPONSORED ADR Healthcare 40.0 $8K 0.00% +22.0 +122.2% $197.22 -5.1%
122 EMN EASTMAN CHEM CO COM Basic Materials 101.0 $8K 0.00% +1.0 +1.0% $76.50 -2.5%
123 TMQ TRILOGY METALS INC NEW COM Basic Materials 2,000.0 $7K 0.00% +1K +100.0% $3.59 +16.4%
124 BROWN FORMAN CORP CL B 212.0 $6K +2.0 +0.9% $26.47
125 LUV SOUTHWEST AIRLS CO COM Industrials 149.0 $6K +1.0 +0.7% $37.56 +15.7%
126 RBBN RIBBON COMMUNICATIONS INC COM Communication Services 2,000.0 $4K +1K +100.0% $2.12 +34.0%
127 FIG FIGMA INC CLASS A COM STK Technology 200.0 $4K +100.0 +100.0% $21.14 +3.9%
128 CALY CALLAWAY GOLF CO COM Consumer Cyclical 300.0 $4K +100.0 +50.0% $13.88 +12.8%
129 EXC EXELON CORP COM Utilities 83.0 $4K +43.0 +107.5% $49.02 -6.1%
130 SCHD SCHWAB US DIVIDEND EQUITY ETF 130.0 $4K +1.0 +0.8% $30.66 +6.6%
131 MP MP MATERIALS CORP COM CL A Basic Materials 75.0 $4K +50.0 +200.0% $48.27 +39.2%
132 USB US BANCORP DEL COM NEW Financial Services 57.0 $3K +1.0 +1.8% $51.63 +7.0%
133 RBLX ROBLOX CORP CL A Technology 51.0 $3K +50.0 +5000.0% $56.57 -18.9%
134 MIXED MARTIAL ARTS GROUP LTD ORD SHS 3,000.0 $1K +2K +100.0% $0.45
135 KD KYNDRYL HLDGS INC COMMON STOCK Technology 40.0 $525.0 +25.0 +166.7% $13.12 -9.4%
Page 7 of 7  ·  135 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%