SC

Sanibel Captiva Trust Company, Inc.

13F
Sanibel Captiva Trust Company, Inc.
Last update 2025-04-15 389 Stocks (16 new)
Value $3.08 Bil Turnover 3 %
Countries:
Top Holdings: AAPL(4.70%)MSFT(4.60%)VYM(3.42%)GOOG(3.14%)V(3.12%)
Summary Stock Picks Current Portfolio
Sanibel Captiva Trust Company,... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
651,093
144,627.3
-0.95%
4.700
-0.05%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
MSFT
Microsoft Corp
376,706
141,411.7
+0.50%
4.600
+0.02%
0.010
+32.15%
+21.67%
3,797,138.0
Software
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
817,056
105,367.5
+2.53%
3.420
+0.08%
0.160
+10.99%
+8.07%
59,515.8
 
GOOG
Alphabet Inc
617,887
96,532.5
-0.84%
3.140
-0.03%
0.010
+19.79%
+1.69%
2,329,886.3
Interactive Media
V
Visa Inc
274,397
96,164.8
-2.62%
3.120
-0.07%
0.010
+5.61%
+12.38%
691,480.5
Credit Services
HD
The Home Depot Inc
247,775
90,806.7
-1.04%
2.950
-0.03%
0.020
+4.38%
-2.88%
371,197.7
Retail - Cyclical
ACN
Accenture PLC
226,896
70,800.6
-2.46%
2.300
-0.06%
0.040
-2.85%
-18.78%
175,463.8
Software
JNJ
Johnson & Johnson
382,944
63,507.4
-2.09%
2.060
-0.04%
0.020
+10.38%
+19.20%
407,973.8
Drug Manufacturers
BRK.B
Berkshire Hathaway Inc
116,201
61,886.3
-1.74%
2.010
-0.03%
0.010
-9.60%
+6.03%
1,036,369.2
Insurance
JPM
JPMorgan Chase & Co
250,288
61,395.7
-0.83%
1.990
-0.02%
0.010
+21.80%
+25.72%
815,415.8
Banks

Sanibel Captiva Trust Company, Inc.'s Historical Top Holdings Breakdowns

Sanibel Captiva Trust Company, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FLOT
iShares Floating Rate Bond ETF
2025-03-31
Add
Add
+0.56%
●
50.87 ($50.99) 51.09
$51.05
0.12%
Add 414.94%
423,038
340,885
MMC
Marsh & McLennan Companies Inc
2025-03-31
Add
Add
+0.31%
●
208.48 ($226.88) 244.03
$208.32
-8.18%
Add 985.84%
42,956
39,000
DEO
Diageo PLC
2025-03-31
Reduce
Reduce
-0.11%
●
104.79 ($113.02) 126.12
$105.54
-6.62%
Reduce -74.82%
9,221
-27,404
UBER
Uber Technologies Inc
2025-03-31
Add
Add
+0.11%
●
63.17 ($72.04) 81.49
$90.87
26.14%
Add 57.49%
125,581
45,842
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.11%
●
77.7 ($78.41) 78.94
$79.25
1.07%
Add 67.76%
102,235
41,293
GLD
SPDR Gold Shares ETF
2025-03-31
Add
Add
+0.09%
●
243.19 ($264.45) 288.14
$310.27
17.33%
Add 207.25%
15,476
10,439
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.09%
●
79.17 ($80.9) 82.04
$82.43
1.89%
Add 25.96%
170,148
35,071
CMCSA
Comcast Corp
2025-03-31
Reduce
Reduce
-0.08%
●
33.19 ($36.08) 38.23
$35.37
-1.97%
Reduce -18.77%
293,624
-67,831
XLB
Materials Select Sector SPDR
2025-03-31
Add
Add
+0.08%
●
83.19 ($87.39) 90.99
$91.29
4.46%
Add 198.49%
41,684
27,719
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+0.08%
●
369.1 ($404.54) 427.61
$452.27
11.80%
Add 4.24%
159,483
6,483

Sanibel Captiva Trust Company, Inc. Total Holding History ($B)

To

Sanibel Captiva Trust Company, Inc.'s Asset Allocation

To

Sanibel Captiva Trust Company, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sanibel Captiva Trust Company, Inc.'s Hypothetical Growth since 2025-03-31

Sanibel Captiva Trust Company, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Sanibel Captiva Trust Company, Inc.'s Holdings Heat Map

Size field:

Sanibel Captiva Trust Company, Inc.'s Holdings Bubble Chart

Sanibel Captiva Trust Company, Inc. News

  • 1

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