Sanibel Captiva Trust Company, Inc. Portfolio Holdings

Sanibel Captiva Trust Company, Inc.

  • $3.13 Trillion
  • Q4 2024

Sanibel Captiva Trust Company, Inc. has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.13 Trillion distributed in 667 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $165B, Microsoft Corp with a value of $158B, Alphabet Inc. with a value of $119B, Vanguard Whitehall Fds (Vangua with a value of $102B, and Home Depot, Inc. with a value of $97.4B.

Examining the 13F form we can see an increase of $4.35B in the current position value, from $3.12T to 3.13T.

Sanibel Captiva Trust Company, Inc. is based out at Sanibel, FL

Below you can find more details about Sanibel Captiva Trust Company, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $3.13 Trillion
Technology: $766 Billion
Financial Services: $385 Billion
ETFs: $378 Billion
Healthcare: $333 Billion
Consumer Cyclical: $307 Billion
Industrials: $253 Billion
Communication Services: $243 Billion
Consumer Defensive: $188 Billion
Other: $220 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.67T
$165 Billion 5.26% of portfolio
657,360
Q4 2024 Reduced 2.12%
$3.17T
$158 Billion 5.05% of portfolio
374,820
Q4 2024 Reduced 1.41%
$1.18T
$119 Billion 3.79% of portfolio
623,095
Q4 2024 Reduced 1.83%
$0
$102 Billion 3.25% of portfolio
796,886
Q4 2024 Added 1.17%
$419B
$97.4 Billion 3.11% of portfolio
250,382
Q4 2024 Added 0.88%
$519B
$89 Billion 2.85% of portfolio
281,768
Q4 2024 Reduced 1.69%
$221B
$81.8 Billion 2.62% of portfolio
232,623
Q4 2024 Reduced 1.14%
$2.25T
$69.7 Billion 2.23% of portfolio
317,835
Q4 2024 Added 1.0%
$0
$62.8 Billion 2.01% of portfolio
153,000
Q4 2024 Added 2.12%
$746B
$60.5 Billion 1.93% of portfolio
252,390
Q4 2024 Added 2.58%
$386B
$56.6 Billion 1.81% of portfolio
391,110
Q4 2024 Reduced 3.4%
$255B
$56.2 Billion 1.8% of portfolio
564,884
Q4 2024 Reduced 1.95%
$602B
$53.6 Billion 1.71% of portfolio
118,263
Q4 2024 Added 1.1%
Brookfield Ord Shs Class A
-
$47.8 Billion 1.53% of portfolio
-
Q4 2024 Reduced 2.23%
$499B
$48 Billion 1.53% of portfolio
91,066
Q4 2024 Added 0.01%
$307B
$45.5 Billion 1.45% of portfolio
256,081
Q4 2024 Added 0.14%
$407B
$43.8 Billion 1.4% of portfolio
47,774
Q4 2024 Reduced 0.8%
$320B
$42.4 Billion 1.36% of portfolio
126,826
Q4 2024 Added 0.61%
$1.15T
$39 Billion 1.25% of portfolio
205,827
Q4 2024 Reduced 0.27%
$333B
$35.2 Billion 1.12% of portfolio
262,062
Q4 2024 Added 3.62%
$478B
$34.9 Billion 1.12% of portfolio
69,016
Q4 2024 Added 3.4%
$0
$34.2 Billion 1.09% of portfolio
174,420
Q4 2024 Added 0.59%
$380B
$31.8 Billion 1.02% of portfolio
189,635
Q4 2024 Added 0.63%
$73.8B
$29.6 Billion 0.95% of portfolio
112,503
Q4 2024 Added 2.47%
$150B
$28.8 Billion 0.92% of portfolio
127,584
Q4 2024 Added 1.92%
$43.3B
$28.5 Billion 0.91% of portfolio
217,413
Q4 2024 Reduced 2.01%
$202B
$28.3 Billion 0.9% of portfolio
185,794
Q4 2024 Reduced 3.82%
$89.2B
$27.8 Billion 0.89% of portfolio
654,611
Q4 2024 Reduced 2.18%
$200B
$28 Billion 0.89% of portfolio
127,217
Q4 2024 Reduced 2.92%
$312B
$25 Billion 0.8% of portfolio
172,505
Q4 2024 Added 6.01%
$108B
$25.1 Billion 0.8% of portfolio
275,326
Q4 2024 Reduced 2.28%
$194B
$24.8 Billion 0.79% of portfolio
222,708
Q4 2024 Reduced 9.3%
$52.9B
$24.1 Billion 0.77% of portfolio
171,827
Q4 2024 Reduced 2.75%
$92.9B
$22.2 Billion 0.71% of portfolio
95,552
Q4 2024 Added 0.13%
$85.5B
$21.8 Billion 0.7% of portfolio
38,217
Q4 2024 Added 0.15%
$51.6B
$21.4 Billion 0.68% of portfolio
61,419
Q4 2024 Reduced 3.4%
$144B
$21.1 Billion 0.67% of portfolio
80,892
Q4 2024 Added 0.73%
$171B
$19.9 Billion 0.64% of portfolio
31,684
Q4 2024 Added 0.05%
$141B
$20 Billion 0.64% of portfolio
165,201
Q4 2024 Added 5.53%
$191B
$19.6 Billion 0.63% of portfolio
161,941
Q4 2024 Added 14.2%
$720B
$18.7 Billion 0.6% of portfolio
24,165
Q4 2024 Added 20.22%
$140B
$18.9 Billion 0.6% of portfolio
263,186
Q4 2024 Added 0.45%
$114B
$18.6 Billion 0.59% of portfolio
67,199
Q4 2024 Added 0.24%
$1.37T
$18.6 Billion 0.59% of portfolio
31,791
Q4 2024 Added 9.95%
$91.3B
$18.4 Billion 0.59% of portfolio
223,768
Q4 2024 Reduced 2.56%
$144B
$18.2 Billion 0.58% of portfolio
50,616
Q4 2024 Added 0.67%
$0
$18.2 Billion 0.58% of portfolio
207,012
Q4 2024 Reduced 1.69%
$464B
$17.5 Billion 0.56% of portfolio
162,423
Q4 2024 Reduced 2.04%
$198B
$17 Billion 0.54% of portfolio
38,279
Q4 2024 Added 8.65%

Summary

  • Portfolio
  • No. of Stocks 667
  • Current Value $3.13 Trillion
  • Prior Value $3.12 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 24 stocks
  • Additional Purchases 156 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 150 stocks
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