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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 $1,286,731,569
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 308,812 $78,373,490 6.09%
2.
Microsoft Corp
 MSFT 150,752 $55,803,898 4.34%
3.
Ishares Trust
 IEF 85,289 $55,711,381 4.33%
4.
Nvidia Corp
 NVDA 233,107 $40,653,937 3.16%
5.
Alphabet Inc.
 GOOGL 133,607 $38,419,891 2.99%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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