Sabal Trust CO

Bank

CIK

1323276

Location

ST. PETERSBURG, FL

Portfolio Value

Mid $1,778,202,355

Diversification

Diversified

Filing Date

Global Rank

#1,361 / 8,116 ▲ 60 · as of Mar 2025

Top Industry

Drug Manufacturers - General 10.1%

3Y Alpha vs SPY

-8.6%

Period ended 1 year ago

Filed Apr 23, 2025 · 1y

21 quarters · since Mar 2020

Clone Performance

Sep 2023–Oct 2025 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+25.1%

SPY

+46.8%

Annualised alpha

-8.8%

Max drawdown

−14.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 8 quarters.Sabal Trust CO has stopped filing, so the simulation ends in Oct 2025 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.

Portfolio Concentration

189 tracked positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024

Top Position

4.5%

−0.2 pts

Top 5

16.4%

−1.2 pts

Top 10

27.8%

−1.2 pts

HHI

177

Diversified−5

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2025

Sector	% Portfolio	Value	Positions
Financial Services	15.9%	$283,241,182	34
Technology	14.5%	$258,102,695	24
Healthcare	14.2%	$252,956,002	22
Unclassified	12.1%	$215,965,725	25
Industrials	11.8%	$209,201,509	25
Consumer Defensive	6.8%	$120,702,360	14
Consumer Cyclical	6.1%	$108,737,207	13
Utilities	5.9%	$104,773,311	7
Energy	4.6%	$81,838,728	12
Communication Services	4.5%	$79,883,792	6
Real Estate	3.5%	$62,344,011	5
Basic Materials	0.0%	$455,833	2

Last Quarter's Activity

Export CSV

Mar 31, 2025 vs Dec 31, 2024

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	+526,245	554,076	$23,121,590
BILZ	PIMCO Ultra Short Government Active ETF	+173,600	205,706	$5,420,352
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+117,230	2,205,804	$79,693,512
DIS	Walt Disney Co	+111,186	250,958	$24,769,554
PFE	Pfizer Inc	+55,705	837,870	$21,231,625
IBM	International Business Machines Corp	+33,453	100,385	$24,961,733
VZ	Verizon Communications Inc	+23,823	747,966	$33,927,736
CWI	State Street SPDR MSCI ACWI ex-US ETF	+15,000	22,810	$830,512
SWK	Stanley Black & Decker, Inc.	+13,180	250,300	$19,243,063
MDT	Medtronic plc	+12,704	371,212	$33,357,109
C	Citigroup Inc	+11,084	23,254	$1,650,801
CSX	Csx Corp	+9,645	43,158	$1,270,139
DCOR	Dimensional US Core Equity 1 ETF	+9,333	30,261	$999,228
BBY	Best Buy Co Inc	+9,126	218,846	$16,109,253
AAPL	Apple Inc.	+8,930	198,351	$44,059,707
AVGO	Broadcom Inc.	+6,728	15,418	$2,581,435
UPS	United Parcel Service Inc	+6,307	177,334	$19,504,965
XLB	State Street Materials Select Sector SPDR ETF	+5,933	311,974	$22,651,602
WFC	Wells Fargo & Company/Mn	+5,545	26,073	$1,871,780
SU	Suncor Energy Inc	+5,400	55,827	$2,161,621
PLD	Prologis, Inc.	+4,960	302,588	$33,826,311
CRM	Salesforce, Inc.	+4,838	6,014	$1,613,917
PEP	Pepsico Inc	+3,843	156,983	$23,538,030
SYY	Sysco Corp	+3,730	19,686	$1,477,237
NVDA	Nvidia Corp	+3,681	51,885	$5,623,295
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
USB	US Bancorp \De\	−478,802	14,614	$617,003
NDAQ	Nasdaq, Inc.	−392,635	20,599	$1,562,640
O	Realty Income Corp	−352,789	27,283	$1,582,686
GIS	General Mills Inc	−300,439	12,126	$725,013
AS	Amer Sports, Inc.	−15,360	62,708	$1,676,184
AFL	Aflac Inc	−14,934	341,875	$38,013,080
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−12,940	193,164	$18,974,589
JPM	Jpmorgan Chase & Co	−12,197	211,479	$51,875,798
EMR	Emerson Electric Co	−10,234	4,300	$471,452
SBUX	Starbucks Corp	−9,965	2,475	$242,772
BNY	Bank of New York Mellon Corp	−7,620	374,780	$31,432,797
VIGI	Vanguard International Dividend Appreciation ETF	−7,392	288,320	$37,181,747
PGR	Progressive Corp/Oh/	−7,169	7,010	$1,983,900
WM	Waste Management Inc	−6,057	208,667	$48,308,497
EDV	Vanguard World Funds Extended Duration ETF	−5,134	91,108	$10,663,499
PAYX	Paychex Inc	−5,101	224,685	$34,664,401
ADSK	Autodesk, Inc.	−5,008	6,086	$1,593,314
BX	Blackstone Inc.	−4,704	1,891	$264,323
KO	Coca Cola Co	−4,376	443,661	$31,774,999
VIG	Vanguard Dividend Appreciation ETF	−4,179	32,882	$2,977,135
CVX	Chevron Corp	−4,036	187,932	$31,439,143
CSCO	Cisco Systems, Inc.	−2,648	7,171	$442,521
DUK	Duke Energy CORP	−2,328	222,325	$27,116,980
KKR	KKR & Co. Inc.	−2,224	32,496	$3,756,862
A	Agilent Technologies, Inc.	−2,056	7,100	$830,558
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
MDLZ	Mondelez International, Inc.	419,531	$28,465,178
BLK	BlackRock, Inc.	28,485	$26,960,482
MRSH	Marsh & Mclennan Companies, Inc.	110,182	$26,887,712
BUYZ	Franklin Disruptive Commerce ETF	44,410	$1,085,380
NOW	ServiceNow, Inc.	986	$784,994
ODFL	Old Dominion Freight Line, Inc.	2,893	$478,646
ED	Consolidated Edison Inc	2,125	$235,003
T	At&T Inc.	7,772	$219,792
AXP	American Express Co	816	$219,544
CTVA	Corteva, Inc.	3,376	$212,451
HURA	TuHURA Biosciences, Inc./NV	39,427	$127,349
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
BKR	Baker Hughes Co	32,891	$1,349,188
KMX	Carmax Inc	13,136	$1,073,999
TFC	Truist Financial Corp	12,833	$556,695
CAT	Caterpillar Inc	849	$307,983
VCRM	Vanguard Core Tax-Exempt Bond ETF	6,005	$301,030
LIN	Linde PLC	706	$295,581
APD	Air Products & Chemicals, Inc.	899	$260,745
XEL	Xcel Energy Inc	3,283	$221,668
COP	Conocophillips	2,108	$209,050
NKE	NIKE, Inc.	2,758	$208,697
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

189 tracked positions · $1,778,202,355 total · filing declares 324 positions · $1,801,084,271 · as of Mar 31, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 189 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	2,205,804	+117,230	$79,693,512	−0.2%	4.48%
MSFT	Microsoft Corp Technology	Reduced	172,946	-1,813	$64,922,197	−11.9%	3.65%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	211,479	-12,197	$51,875,798	−3.2%	2.92%
WM	Waste Management Inc Industrials	Reduced	208,667	-6,057	$48,308,497	+11.5%	2.72%
ABBV	AbbVie Inc. Healthcare	Reduced	219,450	-1,692	$45,979,163	+17.0%	2.59%
AAPL	Apple Inc. Technology	Added	198,351	+8,930	$44,059,707	−7.1%	2.48%
XOM	ExxonMobil Holdings Corp Energy	Added	365,177	+1,385	$43,430,499	+11.0%	2.44%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	112,000	-2,043	$41,046,879	−7.5%	2.31%
AFL	Aflac Inc Financial Services	Reduced	341,875	-14,934	$38,013,080	+3.0%	2.14%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	288,320	-7,392	$37,181,747	−1.5%	2.09%
TXN	Texas Instruments Inc Technology	Added	196,089	+67	$35,237,192	−4.1%	1.98%
PAYX	Paychex Inc Technology	Reduced	224,685	-5,101	$34,664,401	+7.6%	1.95%
VZ	Verizon Communications Inc Communication Services	Added	747,966	+23,823	$33,927,736	+17.2%	1.91%
JNJ	Johnson & Johnson Healthcare	Added	204,131	+2,176	$33,853,084	+15.9%	1.90%
PLD	Prologis, Inc. Real Estate	Added	302,588	+4,960	$33,826,311	+7.5%	1.90%
MDT	Medtronic plc Healthcare	Added	371,212	+12,704	$33,357,109	+16.5%	1.88%
UNH	Unitedhealth Group Inc Healthcare	Added	62,252	+326	$32,604,484	+4.1%	1.83%
KO	Coca Cola Co Consumer Defensive	Reduced	443,661	-4,376	$31,774,999	+13.9%	1.79%
CVX	Chevron Corp Energy	Reduced	187,932	-4,036	$31,439,143	+13.1%	1.77%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	374,780	-7,620	$31,432,797	+7.0%	1.77%
MCD	Mcdonalds Corp Consumer Cyclical	Added	98,396	+517	$30,735,958	+8.3%	1.73%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	174,518	+821	$30,675,027	−8.4%	1.73%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	169,706	-906	$28,921,296	+1.1%	1.63%
GD	General Dynamics Corp Industrials	Reduced	104,532	-557	$28,493,331	+2.9%	1.60%
MDLZ	Mondelez International, Inc. Consumer Defensive	NEW	419,531	NEW	$28,465,178	NEW	1.60%
UNP	Union Pacific Corp Industrials	Reduced	118,790	-324	$28,062,949	+3.3%	1.58%
DUK	Duke Energy CORP Utilities	Reduced	222,325	-2,328	$27,116,980	+12.0%	1.52%
BLK	BlackRock, Inc. Financial Services	NEW	28,485	NEW	$26,960,482	NEW	1.52%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	NEW	110,182	NEW	$26,887,712	NEW	1.51%
MRK	Merck & Co., Inc. Healthcare	Reduced	295,873	-885	$26,557,560	−10.0%	1.49%
AWK	American Water Works Company, Inc. Utilities	Added	178,409	+1,126	$26,318,895	+19.3%	1.48%
AMGN	Amgen Inc Healthcare	Added	83,484	+284	$26,009,439	+19.9%	1.46%
MAA	Mid America Apartment Communities Inc. Real Estate	Reduced	151,380	-333	$25,368,259	+8.2%	1.43%
IBM	International Business Machines Corp Technology	Added	100,385	+33,453	$24,961,733	+69.7%	1.40%
NEE	Nextera Energy Inc Utilities	Added	350,336	+1,504	$24,835,318	−0.7%	1.40%
DIS	Walt Disney Co Communication Services	Added	250,958	+111,186	$24,769,554	+59.2%	1.39%
ACN	Accenture plc Technology	Reduced	79,021	-678	$24,657,712	−12.1%	1.39%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	115,928	+1,458	$24,264,889	+0.8%	1.36%
FAST	Fastenal Co Industrials	Added	304,421	+715	$23,607,847	+8.1%	1.33%
PEP	Pepsico Inc Consumer Defensive	Added	156,983	+3,843	$23,538,030	+1.1%	1.32%
SO	Southern Co Utilities	Added	254,586	+1,490	$23,409,182	+12.4%	1.32%
BAC	Bank Of America Corp /De/ Financial Services	Added	554,076	+526,245	$23,121,590	+1790.3%	1.30%
XLB	State Street Materials Select Sector SPDR ETF	Added	311,974	+5,933	$22,651,602	+4.3%	1.27%
PFE	Pfizer Inc Healthcare	Added	837,870	+55,705	$21,231,625	+2.3%	1.19%
UPS	United Parcel Service Inc Industrials	Added	177,334	+6,307	$19,504,965	−9.6%	1.10%
SWK	Stanley Black & Decker, Inc. Industrials	Added	250,300	+13,180	$19,243,063	+1.1%	1.08%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	193,164	-12,940	$18,974,589	−7.6%	1.07%
ABT	Abbott Laboratories Healthcare	Reduced	123,947	-356	$16,441,568	+16.9%	0.92%
BBY	Best Buy Co Inc Consumer Cyclical	Added	218,846	+9,126	$16,109,253	−10.5%	0.91%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	18,291	+249	$11,337,239	+18.9%	0.64%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.