Sanibel Captiva Trust Company, Inc. Top Holdings and 13F Report (2025)

About Sanibel Captiva Trust Company, Inc.

Investment Activity

Sanibel Captiva Trust Company, Inc. has $3.13 billion in total holdings as of December 31, 2024.
Sanibel Captiva Trust Company, Inc. owns shares of 388 different stocks, but just 72 companies or ETFs make up 80% of its holdings.
Approximately 3.10% of the portfolio was purchased this quarter.
About 3.11% of the portfolio was sold this quarter.
This quarter, Sanibel Captiva Trust Company, Inc. has purchased 377 new stocks and bought additional shares in 156 stocks.
Sanibel Captiva Trust Company, Inc. sold shares of 150 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Apple: $164,616,091
Microsoft: $157,986,630
Alphabet: $118,662,212
Vanguard High Dividend Yield ETF: $101,674,684
Home Depot: $97,395,705

Largest New Holdings this Quarter

iShares Floating Rate Bond ETF: $4,179,945 Holding
Materials Select Sector SPDR Fund: $1,175,016 Holding
Occidental Petroleum: $902,325 Holding
Freeport-McMoRan: $549,570 Holding
Arthur J. Gallagher & Co.: $475,733 Holding

Largest Purchases this Quarter

ASML: 11,830 shares (about $8.20M)
QUALCOMM: 33,652 shares (about $5.17M)
iShares Floating Rate Bond ETF: 82,153 shares (about $4.18M)
Vanguard Intermediate-Term Corporate Bond ETF: 46,407 shares (about $3.73M)
Tractor Supply: 61,973 shares (about $3.29M)

Largest Sales this Quarter

Schlumberger: 95,888 shares (about $3.68M)
Apple: 14,209 shares (about $3.56M)
Charles River Laboratories International: 19,244 shares (about $3.55M)
Walt Disney: 22,826 shares (about $2.54M)
Microsoft: 5,359 shares (about $2.26M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$164,616,091	$3,558,218 ▼	-2.1%	657,360	5.3%	Computer and Technology
MSFT Microsoft	$157,986,630	$2,258,819 ▼	-1.4%	374,820	5.0%	Computer and Technology
GOOG Alphabet	$118,662,212	$2,206,057 ▼	-1.8%	623,095	3.8%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$101,674,684	$1,179,059 ▲	1.2%	796,886	3.2%	ETF
HD Home Depot	$97,395,705	$849,940 ▲	0.9%	250,382	3.1%	Retail/Wholesale
V Visa	$89,049,642	$1,532,473 ▼	-1.7%	281,768	2.8%	Business Services
ACN Accenture	$81,834,445	$940,686 ▼	-1.1%	232,623	2.6%	Computer and Technology
AMZN Amazon.com	$69,729,821	$692,395 ▲	1.0%	317,835	2.2%	Retail/Wholesale
VUG Vanguard Growth ETF	$62,797,320	$1,305,199 ▲	2.1%	153,000	2.0%	ETF
JPM JPMorgan Chase & Co.	$60,500,407	$1,520,001 ▲	2.6%	252,390	1.9%	Finance
JNJ Johnson & Johnson	$56,562,328	$1,989,103 ▼	-3.4%	391,110	1.8%	Medical
MRK Merck & Co., Inc.	$56,194,661	$1,120,145 ▼	-2.0%	564,884	1.8%	Medical
BRK.B Berkshire Hathaway	$53,606,252	$582,465 ▲	1.1%	118,263	1.7%	Finance
MA Mastercard	$47,952,624	$5,266 ▲	0.0%	91,066	1.5%	Business Services
BN Brookfield	$47,757,553	$1,090,918 ▼	-2.2%	831,289	1.5%	Finance
ABBV AbbVie	$45,505,593	$62,017 ▲	0.1%	256,081	1.5%	Medical
ORCL Oracle	$44,229,588	$137,978 ▼	-0.3%	265,420	1.4%	Computer and Technology
COST Costco Wholesale	$43,773,883	$353,680 ▼	-0.8%	47,774	1.4%	Retail/Wholesale
CRM Salesforce	$42,401,736	$255,094 ▲	0.6%	126,826	1.4%	Computer and Technology
GOOGL Alphabet	$38,963,051	$104,304 ▼	-0.3%	205,827	1.2%	Computer and Technology
NVDA NVIDIA	$35,192,306	$1,228,888 ▲	3.6%	262,062	1.1%	Computer and Technology
UNH UnitedHealth Group	$34,912,434	$1,149,314 ▲	3.4%	69,016	1.1%	Medical
VIG Vanguard Dividend Appreciation ETF	$34,156,669	$201,705 ▲	0.6%	174,420	1.1%	ETF
PG Procter & Gamble	$31,792,308	$199,001 ▲	0.6%	189,635	1.0%	Consumer Staples
GD General Dynamics	$29,643,152	$715,106 ▲	2.5%	112,503	0.9%	Aerospace
HON Honeywell International	$28,819,950	$542,136 ▲	1.9%	127,584	0.9%	Multi-Sector Conglomerates
CBRE CBRE Group	$28,544,153	$586,604 ▼	-2.0%	217,413	0.9%	Finance
PEP PepsiCo	$28,251,836	$1,122,203 ▼	-3.8%	185,794	0.9%	Consumer Staples
IBM International Business Machines	$27,966,113	$840,850 ▼	-2.9%	127,217	0.9%	Computer and Technology
ENB Enbridge	$27,775,144	$618,332 ▼	-2.2%	654,611	0.9%	Oils/Energy
SBUX Starbucks	$25,123,498	$586,373 ▼	-2.3%	275,326	0.8%	Retail/Wholesale
CVX Chevron	$24,985,624	$1,415,811 ▲	6.0%	172,505	0.8%	Oils/Energy
DIS Walt Disney	$24,798,536	$2,541,675 ▼	-9.3%	222,708	0.8%	Consumer Discretionary
PAYX Paychex	$24,093,582	$680,488 ▼	-2.7%	171,827	0.8%	Business Services
AVGO Broadcom	$22,152,776	$29,676 ▲	0.1%	95,552	0.7%	Computer and Technology
MCK McKesson	$21,780,250	$31,915 ▲	0.1%	38,217	0.7%	Medical
CMI Cummins	$21,410,663	$753,673 ▼	-3.4%	61,419	0.7%	Auto/Tires/Trucks
AMGN Amgen	$21,083,691	$153,256 ▲	0.7%	80,892	0.7%	Medical
TJX TJX Companies	$19,957,933	$1,046,094 ▲	5.5%	165,201	0.6%	Retail/Wholesale
INTU Intuit	$19,913,395	$10,685 ▲	0.1%	31,684	0.6%	Computer and Technology
AMD Advanced Micro Devices	$19,560,854	$2,431,624 ▲	14.2%	161,941	0.6%	Computer and Technology
NEE NextEra Energy	$18,867,804	$83,877 ▲	0.4%	263,186	0.6%	Utilities
LLY Eli Lilly and Company	$18,655,380	$3,138,180 ▲	20.2%	24,165	0.6%	Medical
META Meta Platforms	$18,613,949	$1,683,927 ▲	9.9%	31,791	0.6%	Computer and Technology
CB Chubb	$18,567,084	$43,932 ▲	0.2%	67,199	0.6%	Finance
SO Southern	$18,420,582	$484,865 ▼	-2.6%	223,768	0.6%	Utilities
SYK Stryker	$18,224,291	$122,057 ▲	0.7%	50,616	0.6%	Medical
SPYG SPDR Portfolio S&P 500 Growth ETF	$18,196,355	$312,221 ▼	-1.7%	207,012	0.6%	ETF
XOM Exxon Mobil	$17,471,842	$363,694 ▼	-2.0%	162,423	0.6%	Oils/Energy
ADBE Adobe	$17,021,906	$1,355,385 ▲	8.7%	38,279	0.5%	Computer and Technology
ABT Abbott Laboratories	$16,876,351	$169,099 ▲	1.0%	149,203	0.5%	Medical
CAT Caterpillar	$16,806,308	$341,720 ▲	2.1%	46,329	0.5%	Industrial Products
EMR Emerson Electric	$16,803,793	$1,983 ▲	0.0%	135,591	0.5%	Industrial Products
CHKP Check Point Software Technologies	$15,905,533	$566,634 ▼	-3.4%	85,193	0.5%	Computer and Technology
GLW Corning	$15,228,639	$322,661 ▼	-2.1%	320,468	0.5%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$15,133,358	$1,096,036 ▲	7.8%	156,175	0.5%	Finance
SPY SPDR S&P 500 ETF Trust	$14,877,641	$389,743 ▲	2.7%	25,385	0.5%	Finance
WMT Walmart	$14,454,735	$911,993 ▲	6.7%	159,986	0.5%	Retail/Wholesale
RTX RTX	$14,430,979	$7,290 ▼	-0.1%	124,706	0.5%	Aerospace
PEG Public Service Enterprise Group	$14,237,241	$414,423 ▼	-2.8%	168,508	0.5%	Utilities
AXP American Express	$14,230,783	$529,770 ▲	3.9%	47,949	0.5%	Finance
BKNG Booking	$13,777,429	$551,495 ▼	-3.8%	2,773	0.4%	Retail/Wholesale
CMCSA Comcast	$13,565,407	$337,620 ▼	-2.4%	361,455	0.4%	Consumer Discretionary
ORLY O'Reilly Automotive	$13,538,279	$456,533 ▼	-3.3%	11,417	0.4%	Retail/Wholesale
FAST Fastenal	$13,057,562	$320,791 ▼	-2.4%	181,582	0.4%	Retail/Wholesale
ASML ASML	$12,672,968	$8,199,137 ▲	183.3%	18,285	0.4%	Computer and Technology
ITW Illinois Tool Works	$12,499,493	$360,309 ▼	-2.8%	49,296	0.4%	Industrial Products
NOW ServiceNow	$12,124,593	$781,308 ▼	-6.1%	11,437	0.4%	Computer and Technology
UPS United Parcel Service	$12,044,063	$1,723,661 ▲	16.7%	95,512	0.4%	Transportation
FTNT Fortinet	$11,847,792	$802,513 ▼	-6.3%	125,400	0.4%	Computer and Technology
AZO AutoZone	$11,568,826	$99,262 ▲	0.9%	3,613	0.4%	Retail/Wholesale
NKE NIKE	$11,415,804	$613,074 ▲	5.7%	150,864	0.4%	Consumer Discretionary
PFF iShares Preferred and Income Securities ETF	$11,025,788	$695,201 ▼	-5.9%	350,693	0.4%	ETF
TGT Target	$10,944,038	$2,412,017 ▲	28.3%	80,959	0.3%	Retail/Wholesale
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$10,842,630	$3,725,090 ▲	52.3%	135,077	0.3%	ETF
VZ Verizon Communications	$10,614,746	$581,375 ▼	-5.2%	265,435	0.3%	Computer and Technology
GS The Goldman Sachs Group	$10,553,959	$872,673 ▲	9.0%	18,431	0.3%	Finance
TSLA Tesla	$10,516,397	$428,474 ▼	-3.9%	26,041	0.3%	Auto/Tires/Trucks
BAC Bank of America	$10,486,206	$142,002 ▼	-1.3%	238,594	0.3%	Finance
KDP Keurig Dr Pepper	$9,921,740	$711,587 ▼	-6.7%	308,896	0.3%	Consumer Staples
LOW Lowe's Companies	$9,920,620	$159,680 ▼	-1.6%	40,197	0.3%	Retail/Wholesale
PYPL PayPal	$9,538,119	$292,068 ▼	-3.0%	111,753	0.3%	Computer and Technology
MPC Marathon Petroleum	$9,449,452	$8,649 ▲	0.1%	67,738	0.3%	Oils/Energy
VB Vanguard Small-Cap ETF	$9,291,868	$365,946 ▲	4.1%	38,671	0.3%	ETF
TMUS T-Mobile US	$9,157,205	$1,106,961 ▲	13.8%	41,486	0.3%	Computer and Technology
MDLZ Mondelez International	$9,108,407	$271,473 ▼	-2.9%	152,493	0.3%	Consumer Staples
QCOM QUALCOMM	$8,986,002	$5,169,620 ▲	135.5%	58,495	0.3%	Computer and Technology
CI The Cigna Group	$8,680,737	$829,801 ▲	10.6%	31,436	0.3%	Medical
MCD McDonald's	$8,584,222	$398,019 ▲	4.9%	29,612	0.3%	Retail/Wholesale
ADSK Autodesk	$8,394,188	$699,319 ▼	-7.7%	28,400	0.3%	Computer and Technology
DUK Duke Energy	$8,141,481	$271,074 ▼	-3.2%	75,566	0.3%	Utilities
PH Parker-Hannifin	$7,882,320	$112,577 ▲	1.4%	12,393	0.3%	Industrial Products
VOO Vanguard S&P 500 ETF	$7,776,106	$193,433 ▼	-2.4%	14,432	0.2%	ETF
MDT Medtronic	$7,343,848	$721,316 ▼	-8.9%	91,936	0.2%	Medical
LMT Lockheed Martin	$6,870,219	$470,390 ▲	7.4%	14,138	0.2%	Aerospace
CSCO Cisco Systems	$6,740,335	$351,293 ▼	-5.0%	113,857	0.2%	Computer and Technology
MTB M&T Bank	$6,572,265	$389,557 ▼	-5.6%	34,957	0.2%	Finance
DOW DOW	$6,546,808	$2,049,640 ▼	-23.8%	163,140	0.2%	Basic Materials
BX Blackstone	$6,218,327	$186,558 ▲	3.1%	36,065	0.2%	Finance
FDX FedEx	$6,160,846	$203,120 ▼	-3.2%	21,899	0.2%	Transportation

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Sanibel Captiva Trust Company, Inc. Top Holdings and 13F Report (2025)

About Sanibel Captiva Trust Company, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Sanibel Captiva Trust Company, Inc. Top Holdings and 13F Report (2025)

About Sanibel Captiva Trust Company, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSanibel Captiva Trust Company, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools