Sabal Trust CO

Bank

CIK

1323276

Location

ST. PETERSBURG, FL

Portfolio Value

Mid $1,509,224,951

Diversification

Diversified

Filing Date

Global Rank

#1,247 / 7,987 ▲ 63 · as of Mar 2025

Top Industry

Drug Manufacturers - General 10.6%

3Y Alpha vs SPY

-8.2%

Period ended 1 year ago

Filed Apr 23, 2025 · 1y

21 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+43.2%

SPY

+76.5%

Annualised alpha

-8.1%

Max drawdown

−13.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

4.3%

−0.8 pts

Top 5

16.9%

−1.2 pts

Top 10

29.0%

−1.5 pts

HHI

196

Diversified−6

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2025

Sector	% Portfolio	Value	Positions
Financial Services	18.7%	$281,644,298	34
Technology	17.0%	$256,624,269	24
Healthcare	16.7%	$252,637,182	22
Industrials	13.1%	$197,372,506	25
Consumer Defensive	8.0%	$120,360,246	13
Consumer Cyclical	7.1%	$106,441,860	13
Utilities	6.9%	$104,773,311	7
Communication Services	5.0%	$75,053,317	6
Real Estate	4.1%	$62,344,011	5
Energy	2.5%	$38,408,229	11
Unclassified	0.9%	$13,047,771	5
Basic Materials	0.0%	$517,951	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
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
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
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
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
MRVL	Marvell Technology, Inc.	+3,396	15,633	$962,523
BA	Boeing Co	+3,228	10,054	$1,714,709
AMZN	Amazon Com Inc	+2,490	48,971	$9,317,222
GOOGL	Alphabet Inc.	+2,475	37,170	$5,747,968
DG	Dollar General Corp	+2,302	10,642	$935,751
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
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
PGR	Progressive Corp/Oh/	−7,169	7,010	$1,983,900
WM	Waste Management Inc	−6,057	208,667	$48,308,497
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
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
HD	Home Depot, Inc.	−2,043	112,000	$41,046,879
MSFT	Microsoft Corp	−1,813	172,946	$64,922,197
ABBV	AbbVie Inc.	−1,692	219,450	$45,979,163
WMT	Walmart Inc.	−1,539	8,206	$720,404
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 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
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
NOW	ServiceNow, Inc.	986	$156,998
HURA	TuHURA Biosciences, Inc./NV	39,427	$127,349
No positions match the current search.

Sold Out

Positions the filer fully exited

9 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
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

167 positions · $1,509,224,951 total · 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 167 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	172,946	-1,813	$64,922,197	−11.9%	4.30%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	211,479	-12,197	$51,875,798	−3.2%	3.44%
WM	Waste Management Inc Industrials	Reduced	208,667	-6,057	$48,308,497	+11.5%	3.20%
ABBV	AbbVie Inc. Healthcare	Reduced	219,450	-1,692	$45,979,163	+17.0%	3.05%
AAPL	Apple Inc. Technology	Added	198,351	+8,930	$44,059,707	−7.1%	2.92%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	112,000	-2,043	$41,046,879	−7.5%	2.72%
AFL	Aflac Inc Financial Services	Reduced	341,875	-14,934	$38,013,080	+3.0%	2.52%
TXN	Texas Instruments Inc Technology	Added	196,089	+67	$35,237,192	−4.1%	2.33%
PAYX	Paychex Inc Technology	Reduced	224,685	-5,101	$34,664,401	+7.6%	2.30%
VZ	Verizon Communications Inc Communication Services	Added	747,966	+23,823	$33,927,736	+17.2%	2.25%
JNJ	Johnson & Johnson Healthcare	Added	204,131	+2,176	$33,853,084	+15.9%	2.24%
PLD	Prologis, Inc. Real Estate	Added	302,588	+4,960	$33,826,311	+7.5%	2.24%
MDT	Medtronic plc Healthcare	Added	371,212	+12,704	$33,357,109	+16.5%	2.21%
UNH	Unitedhealth Group Inc Healthcare	Added	62,252	+326	$32,604,484	+4.1%	2.16%
KO	Coca Cola Co Consumer Defensive	Reduced	443,661	-4,376	$31,774,999	+13.9%	2.11%
CVX	Chevron Corp Energy	Reduced	187,932	-4,036	$31,439,143	+13.1%	2.08%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	374,780	-7,620	$31,432,797	+7.0%	2.08%
MCD	Mcdonalds Corp Consumer Cyclical	Added	98,396	+517	$30,735,958	+8.3%	2.04%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	174,518	+821	$30,675,027	−8.4%	2.03%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	169,706	-906	$28,921,296	+1.1%	1.92%
GD	General Dynamics Corp Industrials	Reduced	104,532	-557	$28,493,331	+2.9%	1.89%
MDLZ	Mondelez International, Inc. Consumer Defensive	NEW	419,531	NEW	$28,465,178	NEW	1.89%
UNP	Union Pacific Corp Industrials	Reduced	118,790	-324	$28,062,949	+3.3%	1.86%
DUK	Duke Energy CORP Utilities	Reduced	222,325	-2,328	$27,116,980	+12.0%	1.80%
BLK	BlackRock, Inc. Financial Services	NEW	28,485	NEW	$26,960,482	NEW	1.79%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	NEW	110,182	NEW	$26,887,712	NEW	1.78%
MRK	Merck & Co., Inc. Healthcare	Reduced	295,873	-885	$26,557,560	−10.0%	1.76%
AWK	American Water Works Company, Inc. Utilities	Added	178,409	+1,126	$26,318,895	+19.3%	1.74%
AMGN	Amgen Inc Healthcare	Added	83,484	+284	$26,009,439	+19.9%	1.72%
MAA	Mid America Apartment Communities Inc. Real Estate	Reduced	151,380	-333	$25,368,259	+8.2%	1.68%
IBM	International Business Machines Corp Technology	Added	100,385	+33,453	$24,961,733	+69.7%	1.65%
NEE	Nextera Energy Inc Utilities	Added	350,336	+1,504	$24,835,318	−0.7%	1.65%
DIS	Walt Disney Co Communication Services	Added	250,958	+111,186	$24,769,554	+59.2%	1.64%
ACN	Accenture plc Technology	Reduced	79,021	-678	$24,657,712	−12.1%	1.63%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	115,928	+1,458	$24,264,889	+0.8%	1.61%
PEP	Pepsico Inc Consumer Defensive	Added	156,983	+3,843	$23,538,030	+1.1%	1.56%
SO	Southern Co Utilities	Added	254,586	+1,490	$23,409,182	+12.4%	1.55%
BAC	Bank Of America Corp /De/ Financial Services	Added	554,076	+526,245	$23,121,590	+1790.3%	1.53%
PFE	Pfizer Inc Healthcare	Added	837,870	+55,705	$21,231,625	+2.3%	1.41%
UPS	United Parcel Service Inc Industrials	Added	177,334	+6,307	$19,504,965	−9.6%	1.29%
SWK	Stanley Black & Decker, Inc. Industrials	Added	250,300	+13,180	$19,243,063	+1.1%	1.28%
ABT	Abbott Laboratories Healthcare	Reduced	123,947	-356	$16,441,568	+16.9%	1.09%
BBY	Best Buy Co Inc Consumer Cyclical	Added	218,846	+9,126	$16,109,253	−10.5%	1.07%
FAST	Fastenal Co Industrials	Added	304,421	+715	$11,803,923	+8.1%	0.78%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	18,289	+249	$9,740,355	+19.1%	0.65%
AMZN	Amazon Com Inc Consumer Cyclical	Added	48,971	+2,490	$9,317,222	−8.6%	0.62%
META	Meta Platforms, Inc. Communication Services	Reduced	14,613	-5	$8,422,348	−1.6%	0.56%
MA	Mastercard Inc Financial Services	Added	14,423	+629	$7,905,534	+8.8%	0.52%
SPY	Spdr S&P 500 ETF Trust	Added	12,725	+1,015	$7,118,237	+3.7%	0.47%
V	Visa Inc. Financial Services	Reduced	18,100	-450	$6,343,325	+8.2%	0.42%