13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001323276
Total reported value
$1.8B
$1.8B
216 檔
15.4%
During the Q1 2024 filing period, Sabal Trust CO (CIK: 0001323276) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.8B across 216 reported positions.
During Q1 2024, Sabal Trust CO's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 216 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.43% | +3.60% | NEW | |
| 2 | MRK | Merck & Co. Inc. | Stock-Healthcare | 3.06% | +1.47% | NEW | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.01% | +2.88% | NEW | |
| 4 | WM | Waste Management Inc | Stock-Industrials | 2.93% | +2.68% | NEW | |
| 5 | HD | Home Depot Inc | Stock-Consumer Disc | 2.69% | +2.28% | NEW | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 2.42% | +2.55% | NEW | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.42% | +1.88% | NEW | |
| 8 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.38% | +1.71% | NEW | |
| 9 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.38% | +1.75% | NEW | |
| 10 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.32% | +1.31% | NEW | |
| 11 | PLD | Prologis Inc | Stock-Real Estate | 2.22% | +1.88% | NEW | |
| 12 | TXN | Texas Instruments Inc | Stock-Tech | 2.09% | +1.96% | NEW | |
| 13 | AFL | Aflac Inc | Stock-Financials | 2.05% | +2.11% | NEW | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.03% | +2.06% | NEW | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.92% | +0.68% | NEW | |
| 16 | GD | General Dynamics CORP | Stock-Industrials | 1.85% | +1.58% | NEW | |
| 17 | MDT | Medtronic plc | Stock-Healthcare | 1.84% | +1.85% | NEW | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.82% | +1.75% | NEW | |
| 19 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.80% | +1.88% | NEW | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.80% | +1.81% | NEW | |
| 21 | UNP | Union Pacific CORP | Stock-Industrials | 1.79% | +1.56% | NEW | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.76% | +2.41% | NEW | |
| 23 | PAYX | Paychex Inc | Stock-Tech | 1.74% | +1.92% | NEW | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.69% | +1.61% | NEW | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.65% | +1.76% | NEW | |
| 26 | NDAQ | Nasdaq Inc | Stock-Financials | 1.65% | — | +0.16% | |
| 27 | ACN | Accenture plc | Stock-Tech | 1.65% | +1.37% | NEW | |
| 28 | PNC | Pnc Financial Services Group | Stock-Financials | 1.63% | +1.70% | NEW | |
| 29 | BLKCHF | Blackrock Inc | Stock-Other | 1.51% | — | -0.69% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 1.43% | — | -28.73% | |
| 31 | AMGN | Amgen Inc | Stock-Healthcare | 1.43% | +1.44% | NEW | |
| 32 | PFE | Pfizer Inc | Stock-Healthcare | 1.42% | +1.18% | NEW | |
| 33 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.40% | +1.08% | NEW | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 1.36% | +1.38% | NEW | |
| 35 | FAST | Fastenal Co | Stock-Industrials | 1.35% | +1.31% | NEW | |
| 36 | USB | US Bancorp | Stock-Financials | 1.35% | — | +2.27% | |
| 37 | DUK | Duke Energy CORP | Stock-Utilities | 1.30% | +1.51% | NEW | |
| 38 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.24% | — | +0.73% | |
| 39 | GIS | General Mills Inc | Stock-Consumer Staples | 1.23% | — | +4.27% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.22% | — | -1.53% | |
| 41 | AWK | American Water Works Co Inc | Stock-Utilities | 1.20% | +1.46% | NEW | |
| 42 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 1.19% | +1.41% | NEW | |
| 43 | O | Realty Income CORP | Stock-Real Estate | 1.19% | — | +1.86% | |
| 44 | XEL | Xcel Energy Inc | Stock-Utilities | 1.09% | — | +2.29% | |
| 45 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 1.04% | +0.89% | NEW | |
| 46 | SO | Southern Co/the | Stock-Utilities | 1.01% | +1.30% | NEW | |
| 47 | AAPL | Apple Inc | Stock-Tech | 0.86% | +2.45% | NEW | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.84% | +0.91% | NEW | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | +0.54% | NEW | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.41% | — | -2.12% |
According to official SEC Form 13F filings, Sabal Trust CO reported a total U.S. public equity portfolio value of $1.8B across 216 disclosed positions in Q1 2024.
During Q1 2024, Sabal Trust CO's top holdings by market value included MSFT (4.4%)、MRK (3.1%)、JPM (3.0%). The largest single position, MSFT, represented 4.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, MRK, JPM) accounted for 15.4% of total reported equity market value during Q1 2024.
In Q1 2024, Sabal Trust CO made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.