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Home > Institutional Investor > Colonial Trust Advisors > Profile

Instuitional Investor - Colonial Trust Advisors

Fund Profile
Filing Period:
Fund Name: Colonial Trust Advisors
Portfolio Value $1,210,243,908
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 374,023 $76,738,246 6.34%
2.
Microsoft Corp
 MSFT 144,328 $71,790,132 5.93%
3.
Ishares Trust
 IEF 77,674 $48,227,779 3.98%
4.
Nvidia Corp
 NVDA 215,209 $34,000,879 2.81%
5.
Jpmorgan Chase & Co
 JPM 110,783 $32,117,201 2.65%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)