account_balance
Investment manager · 13F filer · SEC CIK 1954093
Colonial Trust Co
Reported value$786Mas of Sep 30, 2026
Positions1,140 69 new, 63 sold out
Top 10 weight28.9%AAPL alone is 6%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.9%Trimmed −3%
MSFTMicrosoft Corp
3.9%Trimmed −6%
IVViShares Core S&P 500 ETF
3.8%Added +7%
NVDANVIDIA Corp
2.5%
LLYELI Lilly & Co
2.4%Trimmed −3%
PANWPalo Alto Networks Inc
2.3%Trimmed −4%
GOOGLAlphabet Inc.
2.3%
JPMJPMorgan Chase & Co
2.2%
AMZNAmazon.com Inc
2.1%Added +2%
JNJJohnson & Johnson
1.7%Trimmed −3%
AMATApplied Materials Inc
1.7%Trimmed −2%
AGGiShares Core U.S. Aggregate Bond ETF
1.6%Added +9%
AAPLApple Inc.
5.9%Trimmed −3%
MSFTMicrosoft Corp
3.9%−6%
IVViShares Core S&P 500 ETF
3.8%+7%
NVDANVIDIA Corp
2.5%
LLYELI Lilly & Co
2.4%−3%
PANWPalo Alto Networks Inc
2.3%
GOOGLAlphabet Inc.
2.3%
JPMJPMorgan Chase & Co
2.2%
AMZNAmazon.com Inc
2.1%
JNJ1.7%AMATAGG1.6%
Boxes 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. 5.9% Trimmed −3%MSFT Microsoft Corp 3.9% Trimmed −6%
IVV iShares Core S&P 500 ETF 3.8% Added +7%
NVDA NVIDIA Corp 2.5% HeldLLY ELI Lilly & Co 2.4% Trimmed −3%PANW Palo Alto Networks Inc 2.3% Trimmed −4%GOOGL Alphabet Inc. 2.3% HeldJPM JPMorgan Chase & Co 2.2% HeldAMZN Amazon.com Inc 2.1% Added +2%JNJ Johnson & Johnson 1.7% Trimmed −3%AMAT Applied Materials Inc 1.7% Trimmed −2%AGG iShares Core U.S. Aggregate Bond ETF 1.6% Added +9%
What changed
Biggest moves since Jun 30, 2026
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