COLONIAL TRUST ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UBER | 43K | $4.21M |
 | ACN | 41K | $10.00M |
 | BAC | 38K | $1.94M |
 | O | 37K | $2.26M |
 | LLY | 37K | $28.21M |
 | PSX | 37K | $4.98M |
 | STE | 35K | $8.77M |
 | TXN | 35K | $6.39M |
 | AS | 34K | $1.19M |
 | RF | 34K | $899.35K |
 | UNH | 32K | $10.96M |
 | EOG | 31K | $3.47M |
 | WMB | 31K | $1.95M |
 | SYK | 30K | $11.00M |
 | GS | 27K | $21.54M |
 | TT | 26K | $11.12M |
 | ECL | 25K | $6.96M |
 | BRK-B | 25K | $12.50M |
 | COST | 25K | $22.75M |
 | CME | 24K | $6.58M |
Uber Technologies, Inc.
UBER
Shares Held
43K
Value
$4.21M
Accenture plc
ACN
Shares Held
41K
Value
$10.00M
Bank of America Corporation
BAC
Shares Held
38K
Value
$1.94M
Realty Income Corporation
O
Shares Held
37K
Value
$2.26M
Eli Lilly and Company
LLY
Shares Held
37K
Value
$28.21M
Phillips 66
PSX
Shares Held
37K
Value
$4.98M
STERIS plc
STE
Shares Held
35K
Value
$8.77M
Texas Instruments Incorporated
TXN
Shares Held
35K
Value
$6.39M
Amer Sports, Inc.
AS
Shares Held
34K
Value
$1.19M
Regions Financial Corporation
RF
Shares Held
34K
Value
$899.35K
UnitedHealth Group Incorporated
UNH
Shares Held
32K
Value
$10.96M
EOG Resources, Inc.
EOG
Shares Held
31K
Value
$3.47M
The Williams Companies, Inc.
WMB
Shares Held
31K
Value
$1.95M
Stryker Corporation
SYK
Shares Held
30K
Value
$11.00M
The Goldman Sachs Group, Inc.
GS
Shares Held
27K
Value
$21.54M
Trane Technologies plc
TT
Shares Held
26K
Value
$11.12M
Ecolab Inc.
ECL
Shares Held
25K
Value
$6.96M
Berkshire Hathaway Inc.
BRK-B
Shares Held
25K
Value
$12.50M
Costco Wholesale Corporation
COST
Shares Held
25K
Value
$22.75M
CME Group Inc.
CME
Shares Held
24K
Value
$6.58M