Skip to main content

Sabal Trust CO

SEC CIK
0001323276
Latest filing
Apr 23, 2025

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 5, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
232
+5 vs. Q3 2024
Portfolio value
$1.73B
−$107.3M (−5.8%) vs. Q3 2024
Filed
Feb 5, 2025
SEC
Holdings of Sabal Trust CO in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock174,759$73.7M4.3%−443−0.3%ReducedHistory
JPMJPMorgan Chase & CoStock223,676$53.6M3.1%−14,637−6.1%ReducedHistory
AAPLApple Inc.Stock189,421$47.4M2.7%+5,078+2.8%AddedHistory
HDHome Depot, Inc.Stock114,043$44.4M2.6%−3,497−3.0%ReducedHistory
WMWaste Management IncStock214,724$43.3M2.5%−7,183−3.2%ReducedHistory
ABBVAbbVie Inc.Stock221,142$39.3M2.3%−1,000−0.5%ReducedHistory
XOMExxonMobil Holdings CorpCOM363,792$39.1M2.3%+103,879+40.0%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF295,712$37.7M2.2%+15,191+5.4%Added–
AFLAflac IncStock356,809$36.9M2.1%−22,285−5.9%ReducedHistory
TXNTexas Instruments IncStock196,022$36.8M2.1%−4,645−2.3%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock173,697$33.5M1.9%−8,575−4.7%ReducedHistory
PAYXPaychex IncStock229,786$32.2M1.9%−6,019−2.6%ReducedHistory
NDAQNasdaq, Inc.COM413,234$31.9M1.8%−18,791−4.3%ReducedHistory
PLDPrologis, Inc.REIT297,628$31.5M1.8%+3,943+1.3%AddedHistory
UNHUnitedHealth Group IncStock61,926$31.3M1.8%+443+0.7%AddedHistory
MRKMerck & Co., Inc.Stock296,758$29.5M1.7%−84,658−22.2%ReducedHistory
BNYBank of New York Mellon CorpStock382,400$29.4M1.7%−293,599−43.4%ReducedHistory
JNJJohnson & JohnsonStock201,955$29.2M1.7%−4,379−2.1%ReducedHistory
VZVerizon Communications IncStock724,143$29.0M1.7%−17,860−2.4%ReducedHistory
MDTMedtronic plcStock358,508$28.6M1.7%−9,676−2.6%ReducedHistory
PGProcter & Gamble CoStock170,612$28.6M1.7%−1,946−1.1%ReducedHistory
MCDMcDonalds CorpStock97,879$28.4M1.6%+1,706+1.8%AddedHistory
ACNAccenture plcStock79,699$28.0M1.6%−1,276−1.6%ReducedHistory
KOCoca Cola CoStock448,037$27.9M1.6%−1,834−0.4%ReducedHistory
CVXChevron CorpStock191,968$27.8M1.6%+285+0.1%AddedHistory
GDGeneral Dynamics CorpStock105,089$27.7M1.6%−2,317−2.2%ReducedHistory
UNPUnion Pacific CorpStock119,114$27.2M1.6%−215−0.2%ReducedHistory
NEENextera Energy IncStock348,832$25.0M1.4%−5,121−1.4%ReducedHistory
DUKDuke Energy CORPStock224,653$24.2M1.4%−2,931−1.3%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock114,470$24.1M1.4%−1,947−1.7%ReducedHistory
USBUS Bancorp DECOM NEW493,416$23.6M1.4%−21,629−4.2%ReducedHistory
MAAMid America Apartment Communities Inc.COM151,713$23.5M1.4%−2,746−1.8%ReducedHistory
PEPPepsiCo IncStock153,140$23.3M1.3%−797−0.5%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock177,283$22.1M1.3%+679+0.4%AddedHistory
FASTFastenal CoStock303,706$21.8M1.3%−9,930−3.2%ReducedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF258,134$21.7M1.3%−1,417−0.5%Reduced–
AMGNAmgen IncStock83,200$21.7M1.3%−830−1.0%ReducedHistory
UPSUnited Parcel Service IncStock171,027$21.6M1.2%+5,005+3.0%AddedHistory
SOSouthern CoStock253,096$20.8M1.2%−3,218−1.3%ReducedHistory
PFEPfizer IncStock782,165$20.8M1.2%−59,705−7.1%ReducedHistory
ORealty Income CorpREIT380,072$20.3M1.2%−2,662−0.7%ReducedHistory
GISGeneral Mills IncStock312,565$19.9M1.2%+4,787+1.6%AddedHistory
SWKStanley Black & Decker, Inc.COM237,120$19.0M1.1%−11,166−4.5%ReducedHistory
BBYBest Buy Co IncStock209,720$18.0M1.0%−6,041−2.8%ReducedHistory
DISWalt Disney CoStock139,772$15.6M0.9%+134,253+2,432.6%AddedHistory
IBMInternational Business Machines CorpStock66,932$14.7M0.9%−432−0.6%ReducedHistory
ABTAbbott LaboratoriesStock124,303$14.1M0.8%+268+0.2%AddedHistory
iShares Tr464288638ISHS 5-10YR INVT264,635$13.6M0.8%−38,780−12.8%Reduced–
AMZNAmazon Com IncStock46,481$10.2M0.6%+3,935+9.2%AddedHistory
METAMeta Platforms, Inc.Stock14,618$8.56M0.5%+1,631+12.6%AddedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF61,987$8.53M0.5%+12,051+24.1%Added–
BRK.BBerkshire Hathaway IncStock18,040$8.18M0.5%+219+1.2%AddedHistory
Vanguard Financials ETF92204A405ETF65,920$7.78M0.4%+349+0.5%Added–
Vanguard Information Technology ETF92204A702ETF11,980$7.45M0.4%−226−1.9%Reduced–
MAMastercard IncStock13,794$7.26M0.4%+806+6.2%AddedHistory
SPYSPDR S&P 500 ETF TrustETF11,710$6.86M0.4%+800+7.3%AddedHistory
iShares Tr464288646ISHS 1-5YR INVS131,140$6.78M0.4%−23,849−15.4%Reduced–
State Street Industrial Select Sector SPDR ETF81369Y704ETF50,570$6.66M0.4%+2,264+4.7%Added–
GOOGLAlphabet Inc.Stock34,695$6.57M0.4%+6,224+21.9%AddedHistory
NVDANVIDIA CorpStock48,204$6.47M0.4%+13,463+38.8%AddedHistory
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF69,860$6.14M0.4%00.0%Unchanged–
Vanguard Morningstar Total Stock Market ETF922908769ETF20,638$5.98M0.3%−290−1.4%Reduced–
GOOGAlphabet Inc.Stock30,801$5.87M0.3%−32−0.1%ReducedHistory
VVisa Inc.Stock18,550$5.86M0.3%−738−3.8%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF82,471$5.14M0.3%−6,828−7.6%Reduced–
KKRKKR & Co. Inc.COM34,720$5.14M0.3%+36+0.1%AddedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF22,729$5.10M0.3%+3,254+16.7%Added–
iShares Russell Midcap ETF464287499ETF55,412$4.90M0.3%+710+1.3%Added–
LLYEli Lilly & CoStock5,786$4.47M0.3%+360+6.6%AddedHistory
iShares Ibonds Dec 2031 Term Corporate ETF46436E486ETF219,229$4.46M0.3%+67,687+44.7%Added–
iShares Ibonds Dec 2032 Term Corporate ETF46436E312ETF176,092$4.33M0.3%+57,547+48.5%Added–
iShares Core S&P Small Cap ETF464287804ETF37,289$4.30M0.2%−1,097−2.9%Reduced–
iShares Ibonds Dec 2029 Term Corporate ETF46436E205ETF175,694$4.01M0.2%+42,138+31.6%Added–
iShares Ibonds Dec 2033 Term Corporate ETF46436E130ETF156,401$3.93M0.2%+46,689+42.6%Added–
TSMTaiwan Semiconductor Manufacturing Co LtdADR19,451$3.84M0.2%+20+0.1%AddedHistory
iShares Ibonds Dec 2030 Term Corporate ETF46436E726ETF178,610$3.82M0.2%+39,421+28.3%Added–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF47,907$3.77M0.2%−30.0%Reduced–
State Street Utilities Select Sector SPDR ETF81369Y886ETF49,636$3.76M0.2%−1,014−2.0%Reduced–
iShares Ibonds Dec 2028 Term Corporate ETF46435U515ETF149,916$3.73M0.2%+32,138+27.3%Added–
PGRProgressive CorpStock14,179$3.40M0.2%+70.0%AddedHistory
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF138,808$3.34M0.2%+29,409+26.9%Added–
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF139,287$3.34M0.2%+31,560+29.3%Added–
Vanguard Real Estate ETF922908553ETF37,061$3.30M0.2%+5,148+16.1%Added–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF131,173$3.29M0.2%+28,395+27.6%Added–
ADSKAutodesk, Inc.COM11,094$3.28M0.2%−20.0%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF7,520$3.02M0.2%−50−0.7%Reduced–
Vanguard Communication Services ETF92204A884ETF18,342$2.84M0.2%+6,512+55.0%Added–
Vanguard Ftse Developed Markets ETF921943858ETF58,171$2.78M0.2%−32,734−36.0%Reduced–
iShares Tr464287622RUS 1000 ETF8,607$2.77M0.2%00.0%Unchanged–
MDYSPDR S&P Midcap 400 ETF TrustETF4,593$2.62M0.2%−509−10.0%ReducedHistory
FISVFiserv IncStock12,666$2.60M0.2%+28+0.2%AddedHistory
BKNGBooking Holdings Inc.Stock519$2.58M0.1%00.0%UnchangedHistory
ADIAnalog Devices IncStock12,084$2.57M0.1%+2,529+26.5%AddedHistory
LOWLowes Companies IncStock10,160$2.51M0.1%+2,028+24.9%AddedHistory
iShares Russell 2000 ETF464287655ETF11,128$2.46M0.1%+123+1.1%Added–
FCNCAFirst Citizens Bancshares IncCL A1,119$2.36M0.1%+2+0.2%AddedHistory
BROBrown & Brown, Inc.Stock22,850$2.33M0.1%00.0%UnchangedHistory
ADBEAdobe Inc.Stock5,127$2.28M0.1%+1,007+24.4%AddedHistory
URIUnited Rentals, Inc.COM3,206$2.26M0.1%−5−0.2%ReducedHistory
EWEdwards Lifesciences CorpStock30,179$2.23M0.1%−6,851−18.5%ReducedHistory

Sold out since Q3 2024 (9)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Sabal Trust CO sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
BLKBlackRock, Inc.COM30,317$28.8M1.6%History
SBACSba Communications CorpCL A3,895$937.5K0.1%History
CVSCVS Health CorpStock6,087$382.8K<0.1%History
PRKPark National CorpCOM2,000$336.0K<0.1%History
INTCIntel CorpStock11,096$260.3K<0.1%History
EDConsolidated Edison IncStock2,125$221.3K<0.1%History
AVYAvery Dennison CorpCOM1,000$220.8K<0.1%History
HSYHershey CoCOM1,128$216.3K<0.1%History
MRSHMarsh & McLennan Companies, Inc.Stock949$211.7K<0.1%History