Sabal Trust CO
CIK
1323276
Location
ST. PETERSBURG, FL
Portfolio Value
Mid
$1,791,785,703
Diversification
Diversified
Filing Date
Global Rank
#1,381
/ 8,136
▲ 59
· as of Mar 2025
Top Industry
Drug Manufacturers - General
10.1%
Period ended 1 year ago
Filed Apr 23, 2025 · 1y
21 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Unknown
Portfolio style
Measured from the filed 13F common-share book for Mar 31, 2025, never from the firm's own description.
Style
Diversified active
Top 10 weight 27.6%, 56.8 effective positions, active share 66.8% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
20.9% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 16.3 quarters (12+), a floor since 57.3% of the book was already held when coverage starts
Closest benchmark: every 13F filer's combined book, active share 66.8%; sector active share 16.7% against the combined 13F book's sector weights.
Over time 21 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
230 tracked positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024Top Position
4.5%
−0.2 pts
Top 5
16.3%
−1.1 pts
Top 10
27.6%
−1.2 pts
HHI
176
Diversified−5
Portfolio Trend
21 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 15.8% | $283,241,182 |
| Technology | 14.4% | $258,102,695 |
| Healthcare | 14.1% | $252,956,002 |
| Unclassified | 12.8% | $229,548,730 |
| Industrials | 11.7% | $209,201,509 |
| Consumer Defensive | 6.7% | $120,702,703 |
| Consumer Cyclical | 6.1% | $108,737,207 |
| Utilities | 5.8% | $104,773,311 |
| Energy | 4.6% | $81,838,728 |
| Communication Services | 4.5% | $79,883,792 |
| Real Estate | 3.5% | $62,344,011 |
| Basic Materials | 0.0% | $455,833 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAC | Bank Of America Corp | +526,245 | 554,076 | $23,121,590 | |
| PYLD | +173,600 | 205,706 | $5,420,352 | ||
| 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 | |
| IBDV | iShares iBonds Dec 2030 Term Corporate ETF | +24,233 | 202,843 | $4,405,749 | |
| VZ | Verizon Communications Inc | +23,823 | 747,966 | $33,927,736 | |
| IBDW | iShares iBonds Dec 2031 Term Corporate ETF | +22,730 | 241,959 | $5,020,649 | |
| IBDU | iShares iBonds Dec 2029 Term Corporate ETF | +22,417 | 198,111 | $4,582,307 | |
| IBDR | iShares iBonds Dec 2026 Term Corporate ETF | +21,774 | 160,582 | $3,887,690 | |
| IBDZ | iShares iBonds Dec 2034 Term Corporate ETF | +20,797 | 107,280 | $2,766,214 | |
| IBDX | iShares iBonds Dec 2032 Term Corporate ETF | +19,997 | 196,089 | $4,900,263 | |
| IBDS | iShares iBonds Dec 2027 Term Corporate ETF | +19,972 | 159,259 | $3,850,882 | |
| IBDT | iShares iBonds Dec 2028 Term Corporate ETF | +19,782 | 169,698 | $4,286,571 | |
| IBDY | iShares iBonds Dec 2033 Term Corporate ETF | +18,260 | 174,661 | $4,464,334 | |
| SPDW | State Street(R) SPDR(R) Portfolio Developed World 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 | |
| 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 | +5,545 | 26,073 | $1,871,780 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | −32,453 | 232,182 | $12,194,198 | |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | −20,459 | 110,681 | $5,796,363 | |
| 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 | |
| XLV | State Street(R) Health Care Select Sector SPDR(R) ETF | −10,583 | 51,404 | $7,505,497 | |
| 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 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | −7,392 | 288,320 | $37,181,747 | |
| PGR | Progressive Corp | −7,169 | 7,010 | $1,983,900 | |
| IJH | iShares Core S&P Mid-Cap ETF | −7,094 | 75,377 | $4,398,247 | |
| 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 | |
| VOX | VANGUARD COMMUNICATION SERVICES INDEX FUND | −4,472 | 13,870 | $2,058,169 | |
| KO | Coca Cola Co | −4,376 | 443,661 | $31,774,999 | |
| VNQ | VANGUARD REAL ESTATE INDEX FUND | −4,179 | 32,882 | $2,977,135 | |
| CVX | Chevron Corp | −4,036 | 187,932 | $31,439,143 | |
| XLY | State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF | −3,750 | 18,979 | $3,747,592 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | |
| FLMI | Franklin Dynamic Municipal Bond 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 | |
| DUHP | Dimensional US High Profitability ETF | 6,126 | $203,015 | |
| HURA | TuHURA Biosciences, Inc. | 39,427 | $127,349 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | |
| IHE | iShares U.S. Pharmaceuticals ETF | 7,461 | $490,336 | |
| CAT | Caterpillar Inc | 849 | $307,983 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | 6,005 | $301,030 | |
| LIN | Linde PLC | 706 | $295,581 | |
| IVW | iShares S&P 500 Growth ETF | 2,716 | $275,755 | |
| 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 | |
| — | 1,157 | $0 | ||
| No positions match the current search. | ||||
230 tracked positions ·
$1,791,785,703 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 230 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 172,946 | $64,922,197 | 3.62% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 211,479 | $51,875,798 | 2.90% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 208,667 | $48,308,497 | 2.70% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 219,450 | $45,979,163 | 2.57% | |
| AAPL |
Apple Inc.
Technology
|
Added | 198,351 | $44,059,707 | 2.46% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 365,177 | $43,430,499 | 2.42% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 112,000 | $41,046,879 | 2.29% | |
| AFL |
Aflac Inc
Financial Services
|
Reduced | 341,875 | $38,013,080 | 2.12% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Reduced | 288,320 | $37,181,747 | 2.08% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 196,089 | $35,237,192 | 1.97% | |
| PAYX |
Paychex Inc
Technology
|
Reduced | 224,685 | $34,664,401 | 1.93% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 747,966 | $33,927,736 | 1.89% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 204,131 | $33,853,084 | 1.89% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 302,588 | $33,826,311 | 1.89% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 371,212 | $33,357,109 | 1.86% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 62,252 | $32,604,484 | 1.82% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 443,661 | $31,774,999 | 1.77% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 187,932 | $31,439,143 | 1.75% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Reduced | 374,780 | $31,432,797 | 1.75% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 98,396 | $30,735,958 | 1.72% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 174,518 | $30,675,027 | 1.71% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 169,706 | $28,921,296 | 1.61% | |
| GD |
General Dynamics Corp
Industrials
|
Reduced | 104,532 | $28,493,331 | 1.59% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
NEW | 419,531 | $28,465,178 | 1.59% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 118,790 | $28,062,949 | 1.57% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 222,325 | $27,116,980 | 1.51% | |
| BLK |
BlackRock, Inc.
Financial Services
|
NEW | 28,485 | $26,960,482 | 1.50% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
NEW | 110,182 | $26,887,712 | 1.50% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 295,873 | $26,557,560 | 1.48% | |
| AWK |
American Water Works Company, Inc.
Utilities
|
Added | 178,409 | $26,318,895 | 1.47% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 83,484 | $26,009,439 | 1.45% | |
| MAA |
Mid America Apartment Communities Inc.
Real Estate
|
Reduced | 151,380 | $25,368,259 | 1.42% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 100,385 | $24,961,733 | 1.39% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 350,336 | $24,835,318 | 1.39% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 250,958 | $24,769,554 | 1.38% | |
| ACN |
Accenture plc
Technology
|
Reduced | 79,021 | $24,657,712 | 1.38% | |
| LHX |
L3harris Technologies, Inc.
Industrials
|
Added | 115,928 | $24,264,889 | 1.35% | |
| FAST |
Fastenal Co
Industrials
|
Added | 304,421 | $23,607,847 | 1.32% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 156,983 | $23,538,030 | 1.31% | |
| SO |
Southern Co
Utilities
|
Added | 254,586 | $23,409,182 | 1.31% | |
| BAC |
Bank Of America Corp
Financial Services
|
Added | 554,076 | $23,121,590 | 1.29% | |
|
|
Added | 263,452 | $22,651,602 | 1.26% | ||
| PFE |
Pfizer Inc
Healthcare
|
Added | 837,870 | $21,231,625 | 1.18% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 177,334 | $19,504,965 | 1.09% | |
| SWK |
Stanley Black & Decker, Inc.
Industrials
|
Added | 250,300 | $19,243,063 | 1.07% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 123,947 | $16,441,568 | 0.92% | |
| BBY |
Best Buy Co Inc
Consumer Cyclical
|
Added | 218,846 | $16,109,253 | 0.90% | |
| IGIB |
iShares 5-10 Year Investment Grade Corporate Bond ETF
|
Reduced | 232,182 | $12,194,198 | 0.68% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 18,289 | $9,740,355 | 0.54% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 48,971 | $9,317,222 | 0.52% |
Showing the top 50 of 230 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.