⏳
Showing Q3 2025 data
Florida Trust Wealth Management Co's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Florida Trust Wealth Management Co
•CIK: 1651023•Filing: Q3 2025
**Sanibel Captiva Trust Company, Inc.** manages $3.5B across a diversified portfolio of 404 holdings. The fund exhibits a significant allocation to mega-cap technology and financial names, with top positions including MSFT at $189.3M and AAPL at $168.9M. Notable concentrations also include GOOG ($146.4M) and VYM ($114.0M), indicating a strategic tilt toward established growth and dividend-paying equities. This positioning suggests a core mandate focused on blue-chip stability within large-cap sectors.
Total AUM
$3.5B
QoQ Performance
+8.0%
Positions
403
Top 10 Concentration
32.5%
Latest Filing
Q3 2025
Top Holdings Allocation
MSFT
MSFT5.4%
AAPL4.8%
GOOG4.2%
VYM3.2%
HD2.8%
V2.5%
JPM2.3%
VUG2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other33.0%
Technology27.6%
Financial12.1%
Consumer9.6%
Healthcare8.2%
Industrial2.9%
Utilities1.8%
Communication1.4%
🚪 Exited Positionssold since Q2 2025
+186 more exited positions
Changes from Q2 2025
↑94 increased
↓95 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023