Sanibel Captiva Trust Company, Inc. Top Holdings and 13F Report (2025) About Sanibel Captiva Trust Company, Inc.Investment ActivitySanibel Captiva Trust Company, Inc. has $3.08 billion in total holdings as of March 31, 2025.Sanibel Captiva Trust Company, Inc. owns shares of 390 different stocks, but just 76 companies or ETFs make up 80% of its holdings.Approximately 3.15% of the portfolio was purchased this quarter.About 2.42% of the portfolio was sold this quarter.This quarter, Sanibel Captiva Trust Company, Inc. has purchased 388 new stocks and bought additional shares in 105 stocks.Sanibel Captiva Trust Company, Inc. sold shares of 200 stocks and completely divested from 14 stocks this quarter.Largest Holdings Apple $144,627,288Microsoft $141,411,666Vanguard High Dividend Yield ETF $105,367,542Alphabet $96,532,486Visa $96,164,823 Largest New Holdings this Quarter 48251W104 - KKR & Co. Inc. $1,210,783 Holding03073E105 - Cencora $531,986 Holding69608A108 - PALANTIR TECHNOLOGIES INC $469,433 Holding101137107 - Boston Scientific $398,778 Holding72201R833 - PIMCO Enhanced Short Maturity Exchange-Traded Fund $309,507 Holding Largest Purchases this Quarter iShares Floating Rate Bond ETF 340,885 shares (about $17.40M)Marsh & McLennan Companies 39,000 shares (about $9.52M)Uber Technologies 45,842 shares (about $3.34M)Vanguard Short-Term Corporate Bond ETF 41,293 shares (about $3.26M)SPDR Gold Shares 10,439 shares (about $3.01M) Largest Sales this Quarter Diageo 27,404 shares (about $2.87M)Visa 7,371 shares (about $2.58M)Comcast 67,831 shares (about $2.50M)Verizon Communications 42,863 shares (about $1.94M)Accenture 5,727 shares (about $1.79M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSanibel Captiva Trust Company, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$144,627,288$1,392,089 ▼-1.0%651,0934.7%Computer and TechnologyMSFTMicrosoft$141,411,666$707,986 ▲0.5%376,7064.6%Computer and TechnologyVYMVanguard High Dividend Yield ETF$105,367,542$2,601,123 ▲2.5%817,0563.4%ETFGOOGAlphabet$96,532,486$813,646 ▼-0.8%617,8873.1%Computer and TechnologyVVisa$96,164,823$2,583,231 ▼-2.6%274,3973.1%Business ServicesHDHome Depot$90,806,694$955,436 ▼-1.0%247,7753.0%Retail/WholesaleACNAccenture$70,800,627$1,787,053 ▼-2.5%226,8962.3%Computer and TechnologyJNJJohnson & Johnson$63,507,433$1,354,249 ▼-2.1%382,9442.1%MedicalBRK.BBerkshire Hathaway$61,886,329$1,098,180 ▼-1.7%116,2012.0%FinanceJPMJPMorgan Chase & Co.$61,395,646$515,621 ▼-0.8%250,2882.0%FinanceAMZNAmazon.com$59,844,952$626,336 ▼-1.0%314,5431.9%Retail/WholesaleVUGVanguard Growth ETF$59,139,486$2,404,026 ▲4.2%159,4831.9%ETFABBVAbbVie$55,440,668$1,786,577 ▲3.3%264,6081.8%MedicalMRKMerck & Co., Inc.$50,593,852$110,136 ▼-0.2%563,6571.6%MedicalMAMastercard$48,606,733$1,308,362 ▼-2.6%88,6791.6%Business ServicesCOSTCostco Wholesale$45,478,777$295,083 ▲0.7%48,0861.5%Retail/WholesaleBNBrookfield$43,133,010$434,846 ▼-1.0%822,9921.4%FinanceORCLOracle$36,952,342$156,028 ▼-0.4%264,3041.2%Computer and TechnologyUNHUnitedHealth Group$35,244,185$902,945 ▼-2.5%67,2921.1%MedicalVIGVanguard Dividend Appreciation ETF$34,552,723$716,987 ▲2.1%178,1161.1%ETFCRMSalesforce$34,128,683$93,658 ▲0.3%127,1751.1%Computer and TechnologyPGProcter & Gamble$31,856,781$460,816 ▼-1.4%186,9311.0%Consumer StaplesIBMInternational Business Machines$30,467,067$1,166,713 ▼-3.7%122,5251.0%Computer and TechnologyGOOGLAlphabet$30,455,421$1,373,667 ▼-4.3%196,9441.0%Computer and TechnologyGDGeneral Dynamics$30,104,553$561,237 ▼-1.8%110,4441.0%AerospaceCVXChevron$28,982,993$124,631 ▲0.4%173,2500.9%EnergyENBEnbridge$28,835,220$170,594 ▼-0.6%650,7610.9%EnergyCBRECBRE Group$27,841,493$591,780 ▼-2.1%212,8880.9%FinanceNVDANVIDIA$26,994,640$1,407,639 ▼-5.0%249,0740.9%Computer and TechnologyPEPPepsiCo$26,605,504$1,252,449 ▼-4.5%177,4410.9%Consumer StaplesHONHoneywell International$26,053,508$962,404 ▼-3.6%123,0390.8%Multi-Sector ConglomeratesMCKMcKesson$25,986,835$267,177 ▲1.0%38,6140.8%MedicalSBUXStarbucks$25,876,926$1,129,801 ▼-4.2%263,8080.8%Retail/WholesalePAYXPaychex$25,421,333$1,088,137 ▼-4.1%164,7740.8%Business ServicesAMGNAmgen$24,228,932$972,971 ▼-3.9%77,7690.8%MedicalDISWalt Disney$22,125,283$144,003 ▲0.7%224,1670.7%Consumer DiscretionaryLLYEli Lilly and Company$22,073,271$2,115,156 ▲10.6%26,7260.7%MedicalFLOTiShares Floating Rate Bond ETF$21,596,090$17,402,179 ▲414.9%423,0380.7%ETFTJXTJX Companies$20,567,879$446,397 ▲2.2%168,8660.7%Retail/WholesaleSOSouthern$19,705,989$869,479 ▼-4.2%214,3120.6%UtilitiesCMICummins$19,644,538$393,367 ▲2.0%62,6740.6%Auto/Tires/TrucksCBChubb$19,642,033$651,392 ▼-3.2%65,0420.6%FinanceABTAbbott Laboratories$19,335,992$455,785 ▼-2.3%145,7670.6%MedicalMETAMeta Platforms$18,931,120$608,060 ▲3.3%32,8460.6%Computer and TechnologyNEENextEra Energy$18,795,774$138,519 ▲0.7%265,1400.6%UtilitiesCHKPCheck Point Software Technologies$18,675,993$741,196 ▼-3.8%81,9410.6%Computer and TechnologyINTUIntuit$18,513,026$940,633 ▼-4.8%30,1520.6%Computer and TechnologyXOMExxon Mobil$18,400,850$916,118 ▼-4.7%154,7200.6%EnergySYKStryker$18,280,081$561,725 ▼-3.0%49,1070.6%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$18,207,341$1,569,787 ▲9.4%226,5440.6%ETFAMDAdvanced Micro Devices$18,004,055$1,366,237 ▲8.2%175,2390.6%Computer and TechnologyRTXRTX$16,759,369$240,812 ▲1.5%126,5240.5%AerospaceAVGOBroadcom$16,220,116$221,845 ▲1.4%96,8770.5%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$16,010,004$561,173 ▲3.6%161,8480.5%FinanceORLYO'Reilly Automotive$15,612,256$743,509 ▼-4.5%10,8980.5%Retail/WholesaleWMTWalmart$15,080,917$1,035,746 ▲7.4%171,7840.5%Retail/WholesaleEMREmerson Electric$14,867,293$1,096 ▲0.0%135,6010.5%IndustrialsADBEAdobe$14,615,561$65,584 ▼-0.4%38,1080.5%Computer and TechnologyGLWCorning$14,230,438$440,587 ▼-3.0%310,8440.5%Computer and TechnologyASMLASML$14,167,029$2,050,840 ▲16.9%21,3800.5%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$13,911,301$2,867,405 ▲26.0%170,1480.5%ETFSPYSPDR S&P 500 ETF Trust$13,839,309$360,807 ▼-2.5%24,7400.4%FinanceCATCaterpillar$13,745,734$1,533,570 ▼-10.0%41,6790.4%IndustrialsFASTFastenal$13,625,380$456,304 ▼-3.2%175,6980.4%Retail/WholesaleAZOAutoZone$13,565,871$209,703 ▼-1.5%3,5580.4%Retail/WholesaleAXPAmerican Express$13,313,132$412,454 ▲3.2%49,4820.4%FinancePEGPublic Service Enterprise Group$13,219,273$648,936 ▼-4.7%160,6230.4%UtilitiesBKNGBooking$12,728,893$46,069 ▼-0.4%2,7630.4%Retail/WholesaleTMUST-Mobile US$12,188,914$1,124,183 ▲10.2%45,7010.4%Computer and TechnologyFTNTFortinet$11,697,804$373,200 ▼-3.1%121,5230.4%Computer and TechnologyITWIllinois Tool Works$11,405,980$819,921 ▼-6.7%45,9900.4%IndustrialsCMCSAComcast$10,834,725$2,502,964 ▼-18.8%293,6240.4%Consumer DiscretionaryMMCMarsh & McLennan Companies$10,482,553$9,517,170 ▲985.8%42,9560.3%FinanceUPSUnited Parcel Service$10,421,992$83,372 ▼-0.8%94,7540.3%TransportationGSThe Goldman Sachs Group$10,287,734$219,062 ▲2.2%18,8320.3%FinanceQCOMQUALCOMM$10,215,833$1,230,416 ▲13.7%66,5050.3%Computer and TechnologyVZVerizon Communications$10,095,866$1,944,266 ▼-16.1%222,5720.3%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$9,963,465$813,331 ▼-7.5%324,2260.3%ETFMDLZMondelez International$9,845,442$501,208 ▼-4.8%145,1060.3%Consumer StaplesKDPKeurig Dr Pepper$9,842,425$727,996 ▼-6.9%287,6220.3%Consumer StaplesCIThe Cigna Group$9,701,881$640,563 ▼-6.2%29,4890.3%MedicalMPCMarathon Petroleum$9,677,312$191,437 ▼-1.9%66,4240.3%EnergyBACBank of America$9,668,131$288,396 ▼-2.9%231,6830.3%FinanceUBERUber Technologies$9,149,831$3,340,048 ▲57.5%125,5810.3%Computer and TechnologyDUKDuke Energy$9,024,926$191,859 ▼-2.1%73,9930.3%UtilitiesTGTTarget$8,938,643$489,761 ▲5.8%85,6520.3%Retail/WholesaleNOWServiceNow$8,875,369$230,084 ▼-2.5%11,1480.3%Computer and TechnologyVBVanguard Small-Cap ETF$8,688,387$113,093 ▲1.3%39,1810.3%ETFLOWLowe's Companies$8,254,943$1,120,204 ▼-11.9%35,3940.3%Retail/WholesaleMCDMcDonald's$8,237,197$1,012,704 ▼-10.9%26,3700.3%Retail/WholesaleTSLATesla$8,234,550$1,485,764 ▲22.0%31,7740.3%Auto/Tires/TrucksNKENIKE$8,122,330$1,454,442 ▼-15.2%127,9520.3%Consumer DiscretionaryVCSHVanguard Short-Term Corporate Bond ETF$8,070,431$3,259,669 ▲67.8%102,2350.3%ETFMDTMedtronic$7,991,879$269,490 ▼-3.3%88,9370.3%MedicalVOOVanguard S&P 500 ETF$7,400,304$16,445 ▼-0.2%14,4000.2%ETFPHParker-Hannifin$7,339,181$193,904 ▼-2.6%12,0740.2%IndustrialsADSKAutodesk$7,021,738$413,382 ▼-5.6%26,8210.2%Computer and TechnologyPYPLPayPal$6,936,532$355,352 ▼-4.9%106,3070.2%Computer and TechnologyPGRProgressive$6,476,967$294,330 ▲4.8%22,8860.2%FinanceVTIVanguard Total Stock Market ETF$6,458,740$626,635 ▲10.7%23,5000.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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