Sanibel Captiva Trust Company, Inc. Portfolio Holdings

Sanibel Captiva Trust Company, Inc.

  • $3.12 Trillion
  • Q3 2024

Sanibel Captiva Trust Company, Inc. has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.12 Trillion distributed in 653 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $164B, Apple Inc. with a value of $156B, Alphabet Inc. with a value of $106B, Vanguard Whitehall Fds (Vangua with a value of $101B, and Home Depot, Inc. with a value of $101B.

Examining the 13F form we can see an increase of $201B in the current position value, from $2.92T to 3.12T.

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 $3.12 Trillion
Technology: $739 Billion
Financial Services: $387 Billion
Healthcare: $375 Billion
ETFs: $355 Billion
Consumer Cyclical: $297 Billion
Industrials: $255 Billion
Communication Services: $224 Billion
Consumer Defensive: $199 Billion
Other: $239 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.28B
$4.88 Billion 0.16% of portfolio
24,800
Q3 2024 Reduced 15.68%
$8.31B
$546 Million 0.02% of portfolio
6,093
Q1 2024 Added 2.09%
$6.2B
$559 Million 0.02% of portfolio
5,000
Q4 2023 New
$5.22B
$481 Million 0.02% of portfolio
4,574
Q4 2023 New
$4B
$772 Million 0.02% of portfolio
12,600
Q4 2023 New
$5.02B
$439 Million 0.01% of portfolio
15,000
Q4 2023 New
$3.26B
$328 Million 0.01% of portfolio
17,300
Q4 2023 New
$4.96B
$433 Million 0.01% of portfolio
7,000
Q4 2023 New
$8.78B
$219 Million 0.01% of portfolio
1,596
Q3 2024 New
$4.12B
$371 Million 0.01% of portfolio
6,900
Q4 2023 New
$2.89B
$249 Million 0.01% of portfolio
6,700
Q2 2024 New
$4.9B
$424 Million 0.01% of portfolio
3,200
Q4 2023 New
$7.74B
$107 Million 0.0% of portfolio
15,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 653
  • Current Value $3.12 Trillion
  • Prior Value $2.92 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 21 stocks
  • Additional Purchases 126 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 156 stocks
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