Colonial Trust Advisors
$1.4B 13F equity value
832 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Colonial Trust Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC COM | 307,531 | $89M | 6.2% |
| IVV | ISHARES CORE S&P 500 ETF | 86,008 | $64M | 4.5% |
| MSFT | MICROSOFT CORP COM | 150,220 | $56M | 3.9% |
| GOOGL | ALPHABET INC CAP STK CL A | 132,681 | $47M | 3.3% |
| NVDA | NVIDIA CORPORATION COM | 235,410 | $47M | 3.3% |
| LLY | LILLY ELI & CO COM | 35,773 | $43M | 3.0% |
| PANW | PALO ALTO NETWORKS INC COM | 113,508 | $39M | 2.7% |
| AMAT | APPLIED MATLS INC COM | 52,125 | $38M | 2.6% |
| JPM | JPMORGAN CHASE & CO COM | 110,940 | $36M | 2.5% |
| AMZN | AMAZON COM INC COM | 146,601 | $35M | 2.4% |
Track Colonial Trust Advisors's 13F portfolio: $1.4B in reported holdings, 832 positions. Top holdings and quarterly changes on SentiSense.
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