Sabal Trust CO
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2024 measured against SPY adj-close benchmark.
Why follow Sabal Trust CO right now?
Sabal Trust CO reported $1.8B across 229 positions in its Q1 2026 13F-HR (period ending 2025-03-31). The portfolio is broadly diversified, with no single position exceeding 3.6% (Microsoft). The top-ten holdings span technology, financials, healthcare, energy, and infrastructure — consistent with a large-cap, dividend-oriented construct. Vanguard's VYM ETF at 2.1% reinforces the income tilt.
Notable quarter-over-quarter changes include a +4,578% increase in Verizon shares and a +541% expansion in PIMCO's PYLD, alongside meaningful additions to Salesforce (+411%) and Citigroup (+91%). Quarterly returns have trailed SPY across all four reported periods, with alpha ranging from -0.3% to -12.2%. Past performance is not indicative of future results.
Generated from public SEC filings. Not investment advice.…
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Source: 13F-HRRecent 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.
Convergence · Sabal Trust CO
active pattern signalSource data: SEC EDGAR · 13F-HR filings · Performance through 2025-03-31 · Last refreshed 13:32 UTC.