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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 8 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG Utilities 85.0 $3K -24.0 -22.0% $39.75 -2.4%
142 WAB WABTEC COM Industrials 10.0 $2K -7.0 -41.2% $249.90 +4.6%
143 VTRS VIATRIS INC COM Healthcare 157.0 $2K -1.0 -0.6% $13.53 +21.4%
144 LW LAMB WESTON HLDGS INC COM Consumer Defensive 29.0 $1K -87.0 -75.0% $42.28 -0.2%
145 PHIN PHINIA INC COMMON STOCK Consumer Cyclical 15.0 $1K -260.0 -94.5% $68.47 +12.8%
146 VLTO VERALTO CORP COM SHS Industrials $43.0 -100.0%
147 PYPL PAYPAL HLDGS INC COM Financial Services $13.0 -100.0%
Page 8 of 8  ·  147 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%