Long-term investor
Colonial Trust Advisors @colonialtrustadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001567993).
Record
- Tracked since 2025-06-30 (448 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days +8.1% · 6 months n/a · 1 year +13.4% · all +13.4%
- Max drawdown n/a · win rate 19% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 6.2% · long · since 2025-06-30
- 464287200 · 4.5% · long · since 2025-06-30
- MSFT · 3.9% · long · since 2025-06-30
- 02079K305 · 3.3% · long · since 2025-06-30
- NVDA · 3.3% · long · since 2025-06-30
- LLY · 3.0% · long · since 2025-06-30
- PANW · 2.7% · long · since 2025-06-30
- AMAT · 2.6% · long · since 2025-06-30
- JPM · 2.5% · long · since 2025-06-30
- AMZN · 2.4% · long · since 2025-06-30
- JNJ · 2.4% · long · since 2025-06-30
- V · 1.9% · long · since 2025-06-30