Sanibel Captiva Trust Company, Inc.
Sanibel Captiva Trust Company, Inc. is an independent, employee-owned trust and investment firm headquartered in Sanibel, Florida. Founded in 2001, it specializes in wealth management, trust administration, and investment advisory services. The company serves high-net-worth individuals, families, non-profits, and institutions, primarily in Florida. As of 2025, the firm manages over $3.25 billion in assets and employs a staff of more than 50 professionals, focusing on personalized financial strategies and fiduciary advice.
Investment Strategy
Sanibel Captiva Trust Company, Inc. takes a client-centered approach, emphasizing long-term investment management, diversification, and individualized portfolios tailored to each client’s financial goals. The firm structures portfolios with a strong emphasis on high-quality equities, ETFs, and selective fixed income, maintaining a long average holding period and low turnover. Their strategy prioritizes risk management, capital preservation, and sustainable growth, favoring blue-chip stocks and sector diversification. The top portfolio holdings often include technology and blue-chip companies, reflecting a disciplined, value-oriented asset management philosophy.
Top Holdings
Equity Positions (389)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORPORATION | 5.71% | $185.7M | 373,428 | $424.32 | $497.41 | +$44.3M |
A AAPL | APPLE COMPUTER INC | 4.12% | $134.1M | 653,458 | $170.16 | $205.17 | -$10.6M |
G GOOG | ALPHABET INC | 3.35% | $108.8M | 613,450 | $156.50 | $177.39 | +$12.3M |
V VYM | VANGUARD HIGH DIVDEND YIELD | 3.32% | $108.0M | 810,168 | $120.75 | $133.31 | +$2.6M |
V V | VISA INC | 2.89% | $94.0M | 264,702 | $278.28 | $355.05 | -$2.2M |