Colonial Trust Advisors - Q3 2013 holdings

$295 Million is the total value of Colonial Trust Advisors's 110 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was - .

 Value Shares↓ Weighting
VMI NewVALMONT INDUSTRIES INCcs$575,0004,140
+100.0%
0.20%
GAS NewAGL RESOURCES INC COMcs$200,0004,346
+100.0%
0.07%
BMSN NewBIO MATRIX SCIENTIFICGROUP INCcs$014,000
+100.0%
0.00%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2013-11-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE INC COM42Q3 20238.8%
MICROSOFT CORP COM42Q3 20236.0%
JOHNSON & JOHNSON COM42Q3 20234.2%
PROCTER & GAMBLE CO/THE42Q3 20233.4%
DUKE ENERGY CORP NEW COMNEW IS42Q3 20233.3%
WALT DISNEY CO/THE42Q3 20233.5%
VISA INC COM CL A42Q3 20233.1%
ISHARES CORE S&P 500ETF42Q3 20233.2%
PEPSICO INC COM42Q3 20232.7%
UNION PACIFIC CORP42Q3 20232.7%

View Colonial Trust Advisors's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-14
13F-HR2024-02-14
13F-HR2023-11-13
13F-HR2023-08-14
13F-HR2023-05-11
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-12
13F-HR2022-05-09
13F-HR2022-02-14

View Colonial Trust Advisors's complete filings history.

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