account_balance
Investment manager · 13F filer · SEC CIK 1567993
Colonial Trust Advisors
Reported value$1.45Bas of Sep 30, 2026
Positions858 98 new, 43 sold out
Top 10 weight37.0%AAPL alone is 7%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.9%
MSFTMicrosoft Corp
5.3%
IVViShares Core S&P 500 ETF
4.5%
NVDANVIDIA Corp
3.7%
GOOGLAlphabet Inc.
3.1%
PANWPalo Alto Networks Inc
3.0%Trimmed −2%
LLYELI Lilly & Co
2.8%
AMZNAmazon.com Inc
2.5%
JPMJPMorgan Chase & Co
2.5%
JNJJohnson & Johnson
2.4%
VVisa Inc.
1.9%
AMATApplied Materials Inc
1.8%
AAPLApple Inc.
6.9%
MSFTMicrosoft Corp
5.3%
IVViShares Core S&P 500 ETF
4.5%
NVDANVIDIA Corp
3.7%
GOOGLAlphabet Inc.
3.1%
PANWPalo Alto Networks Inc
3.0%
LLYELI Lilly & Co
2.8%
AMZNAmazon.com Inc
2.5%
JPMJPMorgan Chase & Co
2.5%
JNJ2.4%V1.9%AMATBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 6.9% HeldMSFT Microsoft Corp 5.3% Held
IVV iShares Core S&P 500 ETF 4.5% Held
NVDA NVIDIA Corp 3.7% HeldGOOGL Alphabet Inc. 3.1% HeldPANW Palo Alto Networks Inc 3.0% Trimmed −2%LLY ELI Lilly & Co 2.8% HeldAMZN Amazon.com Inc 2.5% HeldJPM JPMorgan Chase & Co 2.5% HeldJNJ Johnson & Johnson 2.4% HeldV Visa Inc. 1.9% HeldAMAT Applied Materials Inc 1.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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