Capital City Trust CO

Institutional manager·CIK 0001095836

Annual return '25

+13.0%

SPY '25

+17.7%

Alpha

-4.7ptsvs SPY

Invested

$437.4M

Holdings

113

Trades YTD

Performance · Fund vs SPY

Cumulative return · quarterly snapshots

In development

Quarterly performance not yet computed for this fund.

The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.

Top holdings · current snapshot

Source: 13F-HR

$EDV

VANGUARD WORLD FD

Held since at least Q1 2024

9.9%

$KO

COCA COLA CO

Q4 2025: Exited (was 745.1k shares)

8.0%

$AAPL

APPLE INC

Q4 2025: Increased +129.5% (14.1k → 32.4k shares)

5.1%

$VOO

VANGUARD INDEX FDS

Q4 2025: Exited (was 30.7k shares)

4.8%

$AVGO

BROADCOM INC

Q4 2025: Exited (was 20.9k shares)

4.7%

$MSFT

MICROSOFT CORP

Q4 2025: Sold 31.6% (7.3k → 5.0k shares)

3.8%

$GOOGL

ALPHABET INC

Q4 2025: Exited (was 8.2k shares)

3.4%

$NVDA

NVIDIA CORPORATION

Q4 2025: Exited (was 10.5k shares)

2.8%

$AMZN

AMAZON COM INC

Q4 2025: Exited (was 11.6k shares)

2.6%

$JNJ

JOHNSON & JOHNSON

Q4 2025: Increased +356.7% (5.9k → 26.8k shares)

2.3%

See all 113 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:31 UTC.