Colonial Trust Advisors: 13F holdings
CIK 15679932026Q2
| Positions | 807 |
|---|---|
| Reported value | $1.4bn |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC COM | 307,531 | $89.0m | 6.2% |
| IVV ISHARES CORE S&P 500 ETF | 86,008 | $64.4m | 4.5% |
| MSFT MICROSOFT CORP COM | 150,220 | $56.0m | 3.9% |
| GOOGL ALPHABET INC CAP STK CL A | 132,681 | $47.4m | 3.3% |
| NVDA NVIDIA CORPORATION COM | 235,410 | $47.1m | 3.3% |
| LLY LILLY ELI & CO COM | 35,773 | $42.9m | 3.0% |
| PANW PALO ALTO NETWORKS INC COM | 113,508 | $38.7m | 2.7% |
| AMAT APPLIED MATLS INC COM | 52,125 | $37.7m | 2.6% |
| JPM JPMORGAN CHASE & CO COM | 110,940 | $36.3m | 2.5% |
| AMZN AMAZON COM INC COM | 146,601 | $34.9m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1567993")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.