Institutions / Colonial Trust Advisors
Colonial Trust Advisors
CIK 1567993 · Institution · as of Dec 31, 2025
Portfolio value
$1.33B
Positions
713
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 713 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $94.44M | 7.1% |
| Microsoft Corp | $72.79M | 5.5% |
| iShares Core S&P 500 ETF | $57.50M | 4.3% |
| NVIDIA Corp | $42.95M | 3.2% |
| Alphabet Inc. | $42.88M | 3.2% |
| ELI LILLY & Co | $39.39M | 3.0% |
| JPMorgan Chase & Co | $35.87M | 2.7% |
| Amazon.com Inc | $33.52M | 2.5% |
| Johnson & Johnson | $28.24M | 2.1% |
| Visa Inc | $28.06M | 2.1% |
| The Goldman Sachs Group, Inc. | $23.19M | 1.7% |
| Costco Wholesale Corp /New | $20.66M | 1.6% |
| Palo Alto Networks Inc | $20.23M | 1.5% |
| iShares Core Dividend Growth ETF | $19.65M | 1.5% |
| Walmart Inc. | $19.64M | 1.5% |
| Home Depot, Inc. | $18.30M | 1.4% |
| Oracle Corp | $18.24M | 1.4% |
| iShares Core U.S. Aggregate Bond ETF | $17.18M | 1.3% |
| PROCTER & GAMBLE Co | $16.60M | 1.2% |
| Duke Energy Corp | $16.07M | 1.2% |
| Union Pacific Corp | $15.15M | 1.1% |
| iShares 0-5 Year Investment Grade Corporate Bond ETF | $14.85M | 1.1% |
| iShares S&P Midcap Fund | $14.84M | 1.1% |
| Meta Platforms Inc | $14.63M | 1.1% |
| Eaton Corp plc | $14.33M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.