Sanibel Captiva Trust Company, Inc. Incresed Positions in Q3 2025

Sanibel Captiva Trust Company, Inc.

  • $3.51 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
1.83K
+ 10.48%
$194.44 - $206.51 $355K - $377K
19.2K $3.97B
WELL
Welltower Inc.

Real Estate
1.91K
+ 20.46%
$150.71 - $178.14 $288K - $340K
11.3K $2B
DUK
Duke Energy Corp

Utilities
1.05K
+ 1.43%
$116.31 - $125.93 $123K - $133K
75K $9.28B
C
Citigroup Inc

Financial Services
2.78K
+ 18.08%
$85.57 - $103.49 $238K - $287K
18.1K $1.84B
WDAY
Workday, Inc.

Technology
2.21K
+ 89.9%
$213.69 - $247.69 $472K - $547K
4.66K $1.12B
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.84K
+ 9.08%
$63.41 - $69.69 $243K - $267K
46.1K $3.15B
AMZN
Amazon Com Inc

Consumer Cyclical
1.73K
+ 0.54%
$211.65 - $238.24 $367K - $413K
321K $70.4B
MO
Altria Group, Inc.

Consumer Defensive
1.77K
+ 4.16%
$57.75 - $67.68 $102K - $120K
44.3K $2.93B
BMY
Bristol Myers Squibb CO

Healthcare
10.3K
+ 37.94%
$43.31 - $48.98 $446K - $504K
37.4K $1.69B
VO
Vanguard Mid Cap ETF

ETFs
1.21K
+ 22.12%
$279.83 - $293.74 $339K - $355K
6.68K $1.96B
PNC
Pnc Financial Services Group, Inc.

Financial Services
755
+ 4.09%
$185.88 - $207.44 $140K - $157K
19.2K $3.86B
QQQ
Invesco Qqq Trust, Series 1

ETFs
164
+ 2.54%
$546.99 - $602.2 $89.7K - $98.8K
6.61K $3.97B
BK
Bank Of New York Mellon Corp

Financial Services
840
+ 5.52%
$90.65 - $109.75 $76.1K - $92.2K
16.1K $1.75B
KR
Kroger CO

Consumer Defensive
6.16K
+ 50.38%
$64.52 - $74.35 $398K - $458K
18.4K $1.24B
DGX
Quest Diagnostics Inc

Healthcare
1.77K
+ 80.29%
N/A
3.97K $757M
CEG
Constellation Energy Corp

Utilities
895
+ 10.3%
$298.82 - $354.89 $267K - $318K
9.58K $3.15B
XLB
Select Sector Spdr Fd Material

ETFs
2.82K
+ 6.04%
$86.72 - $92.61 $244K - $261K
49.5K $4.43B
KKR
Kkr & Co. Inc.

Financial Services
2.88K
+ 16.11%
$129.95 - $152.16 $374K - $438K
20.7K $2.69B
HWM
Howmet Aerospace Inc.

Industrials
1.49K
+ 80.84%
$171.0 - $196.23 $254K - $291K
3.32K $652M
ISRG
Intuitive Surgical Inc

Healthcare
1.1K
+ 51.4%
$433.66 - $544.47 $479K - $601K
3.25K $1.45B
VUSB
Vanguard Bd Index Fds
5.67K
+ 31.72%
N/A
23.5K $1.18B
TMUS
T Mobile Us, Inc.

Communication Services
917
+ 1.99%
$226.02 - $259.01 $207K - $238K
47.1K $11.3B
KO
Coca Cola CO

Consumer Defensive
9.76K
+ 11.26%
$65.67 - $71.67 $641K - $700K
96.5K $6.4B
COF
Capital One Financial Corp

Financial Services
1.24K
+ 5.93%
$207.29 - $229.74 $257K - $285K
22.2K $4.72B
ARCC
Ares Capital Corp

Financial Services
13.3K
+ 110.83%
$20.41 - $23.25 $271K - $309K
25.3K $516M
ETN
Eaton Corp PLC

Industrials
401
+ 6.76%
$342.99 - $392.76 $138K - $157K
6.33K $2.37B
IWF
Ishares Russell 1000 Gr ETF

ETFs
56
+ 1.11%
$420.11 - $472.68 $23.5K - $26.5K
5.09K $2.38B
WFC
Wells Fargo & Company

Financial Services
1.9K
+ 8.44%
$77.05 - $85.16 $146K - $162K
24.4K $2.04B
LHX
L3 Harris Technologies, Inc.

Industrials
547
+ 39.93%
$252.18 - $305.41 $138K - $167K
1.92K $585M
VGT
Vanguard Information Technolog

ETFs
230
+ 32.35%
$656.44 - $753.15 $151K - $173K
941 $703M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.38K
+ 6.55%
$87.29 - $93.61 $121K - $129K
22.5K $2.1B
IDXX
Idexx Laboratories Inc

Healthcare
155
+ 14.95%
$514.61 - $682.78 $79.8K - $106K
1.19K $762M
VLO
Valero Energy Corp

Energy
19
+ 0.34%
$131.77 - $175.63 $2.5K - $3.34K
5.6K $953M
AZN
Astrazeneca PLC

Healthcare
923
+ 5.0%
$68.72 - $82.11 $63.4K - $75.8K
19.4K $1.49B
PSX
Phillips 66

Energy
268
+ 3.15%
$118.37 - $139.46 $31.7K - $37.4K
8.77K $1.19B
PLD
Prologis, Inc.

Real Estate
1.11K
+ 21.78%
$104.08 - $115.35 $115K - $128K
6.19K $708M
LYV
Live Nation Entertainment, Inc.

Communication Services
241
+ 2.39%
$143.56 - $174.06 $34.6K - $41.9K
10.3K $1.69B
D
Dominion Energy, Inc

Utilities
960
+ 4.44%
$56.32 - $62.1 $54.1K - $59.6K
22.6K $1.38B
AFL
Aflac Inc

Financial Services
719
+ 5.86%
$98.09 - $111.7 $70.5K - $80.3K
13K $1.45B
ET
Energy Transfer LP

Energy
9.94K
+ 53.07%
$17.11 - $18.16 $170K - $180K
28.7K $492M
IVW
Ishares S&P 500 Growth ETF

ETFs
292
+ 2.74%
$108.97 - $121.65 $31.8K - $35.5K
11K $1.32B
TMO
Thermo Fisher Scientific Inc.

Healthcare
38
+ 2.35%
$404.94 - $499.99 $15.4K - $19K
1.66K $804M
O
Realty Income Corp

Real Estate
200
+ 0.49%
$56.13 - $60.79 $11.2K - $12.2K
41.2K $2.51B
OXY
Occidental Petroleum Corp

Energy
642
+ 3.18%
$42.54 - $48.1 $27.3K - $30.9K
20.8K $985M
IWD
Ishares Russell 1000 Val ETF

ETFs
189
+ 1.88%
$192.76 - $203.86 $36.4K - $38.5K
10.2K $2.08B
BA
Boeing CO

Industrials
34
+ 0.18%
$209.79 - $237.38 $7.13K - $8.07K
18.8K $4.06B
BDX
Becton Dickinson & CO

Healthcare
152
+ 2.33%
$172.41 - $199.66 $26.2K - $30.3K
6.67K $1.25B
UNP
Union Pacific Corp

Industrials
331
+ 5.73%
$214.91 - $237.16 $71.1K - $78.5K
6.1K $1.44B
WM
Waste Management Inc

Industrials
769
+ 10.02%
$213.88 - $237.1 $164K - $182K
8.45K $1.87B
Activity Summary
Buys All Purchases 164 New Holdings 20 Increased Positions 144 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 0 Puts 0
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