13F Insight
DOSSIER · 13F-HR · Q1 2026

Colonial Trust Co / SC

Colonial Trust / SC's family office based in New York, NY — $735M in tracked AUM across 1,135 positions as of Q1 2026.

CT
Colonial Trust / SC·New York, NY·Family Office
CIK 0001954093 · last filed Mar 31, 2026
Total AUM
$735M
▲ 18.4%
vs prior
Holdings
1,135
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Colonial Trust Co / SC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC COM
$37M145K5.0%
02
IVV
ISHARES CORE S&P 500 ETF
$24M37K3.3%
03
MSFT
MICROSOFT CORP COM
$24M64K3.2%
04
GOOGL
ALPHABET INC CAP STK CL A
$16M56K2.2%
05
JPM
JPMORGAN CHASE & CO COM
$16M54K2.1%
06
LLY
LILLY ELI & CO COM
$16M17K2.1%
07
NVDA
NVIDIA CORPORATION COM
$14M82K1.9%
08
JNJ
JOHNSON & JOHNSON COM
$14M56K1.9%
09
AMZN
AMAZON COM INC COM
$14M66K1.9%
10
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
$12M122K1.6%

Filing history

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