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CAPITAL CITY TRUST CO/FL 13F Holdings
Holdings from the most recent 13F from CAPITAL CITY TRUST CO/FL
Filed: 2025-05-07 (Q1 2025) | Holdings: 199 | Value: $364.8M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| KO - COCA COLA CO | Reduce 28% $(12.8M) | 9.16% | $33.4M | +9.34% | -1.88% | ||
| AAPL - APPLE INC | Reduce 3% $(593.5K) | 5.50% | $20.1M | +30.00% | +16.15% | ||
| MSFT - MICROSOFT CORP | Add 10% ($1.7M) | 4.96% | $18.1M | -14.07% | +19.43% | ||
| VOO - VANGUARD INDEX FDS | 4.15% | $15.1M | +17.45% | +13.09% | |||
| AVGO - BROADCOM INC | Reduce 8% $(1.2M) | 3.97% | $14.5M | ||||
| NVDA - NVIDIA CORPORATION | Reduce 7% $(704.3K) | 2.62% | $9.5M | +50.05% | +54.51% | ||
| GOOGL - ALPHABET INC | Reduce 2% $(230.6K) | 2.54% | $9.2M | ||||
| AMZN - AMAZON COM INC | Reduce 2% $(185.7K) | 2.46% | $9.0M | +9.58% | +16.33% | ||
| V - VISA INC | Reduce 3% $(272.7K) | 2.14% | $7.8M | ||||
| BLK - BLACKROCK INC | Reduce 3% $(181.7K) | 1.93% | $7.0M | ||||
| ANET - ARISTA NETWORKS INC | Reduce 10% $(696.1K) | 1.81% | $6.6M | ||||
| GD - GENERAL DYNAMICS CORP | Reduce 1% $(90.8K) | 1.76% | $6.4M | +31.09% | +16.97% | ||
| ABBV - ABBVIE INC | Add 1% ($60.3K) | 1.73% | $6.3M | +16.15% | +8.49% | ||
| TRV - TRAVELERS COMPANIES INC | Reduce 3% $(166.9K) | 1.71% | $6.2M | ||||
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(88.7K) | 1.68% | $6.1M | +60.32% | +12.19% | ||
| PG - PROCTER AND GAMBLE CO | Add 1% ($46.5K) | 1.68% | $6.1M | -7.73% | -2.41% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 3% $(151.3K) | 1.60% | $5.8M | -8.37% | -10.67% | ||
| ROP - ROPER TECHNOLOGIES INC | Reduce 1% $(37.7K) | 1.51% | $5.5M | -37.63% | -7.21% | ||
| FI - FISERV INC | Reduce 4% $(216.6K) | 1.48% | $5.4M | ||||
| WMT - WALMART INC | Reduce 29% $(2.2M) | 1.46% | $5.3M | +28.51% | +5.30% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 2% $(98.0K) | 1.42% | $5.2M | +21.18% | +13.30% | ||
| ORCL - ORACLE CORP | Reduce 4% $(212.0K) | 1.36% | $5.0M | -1.15% | +68.12% | ||
| CL - COLGATE PALMOLIVE CO | 1.33% | $4.9M | |||||
| XOM - EXXON MOBIL CORP | Add 1% ($29.9K) | 1.27% | $4.6M | +57.79% | +2.32% | ||
| UNP - UNION PAC CORP | Reduce 1% $(64.3K) | 1.16% | $4.2M | +16.55% | +4.04% | ||
| CVX - CHEVRON CORP NEW | Add 2% ($79.3K) | 1.14% | $4.2M | ||||
| MPC - MARATHON PETE CORP | Reduce 2% $(63.2K) | 1.11% | $4.1M | +69.96% | +11.34% | ||
| DHR - DANAHER CORPORATION | Reduce 2% $(99.2K) | 1.09% | $4.0M | -0.71% | +3.65% | ||
| NEE - NEXTERA ENERGY INC | Reduce 1% $(48.1K) | 1.04% | $3.8M | +42.59% | +8.51% | ||
| AEP - AMERICAN ELEC PWR CO INC | Reduce 1% $(40.5K) | 1.04% | $3.8M | +28.05% | +6.88% | ||
| IGSB - ISHARES TR | 1.03% | $3.8M | +4.61% | +1.93% | |||
| UNH - UNITEDHEALTH GROUP INC | 1.03% | $3.8M | -26.90% | -35.21% | |||
| META - META PLATFORMS INC | Add 3% ($94.5K) | 1.00% | $3.7M | -4.95% | +26.99% | ||
| PEG - PUBLIC SVC ENTERPRISE GRP IN | Reduce 2% $(55.3K) | 0.97% | $3.5M | ||||
| JPM - JPMORGAN CHASE & CO. | Add 6% ($203.8K) | 0.95% | $3.5M | ||||
| LH - LABCORP HOLDINGS INC | Reduce 2% $(58.0K) | 0.94% | $3.4M | +11.95% | +7.89% | ||
| SPY - SPDR S&P 500 ETF TR | Add 4% ($126.4K) | 0.90% | $3.3M | ||||
| ETN - EATON CORP PLC | Reduce 2% $(61.7K) | 0.77% | $2.8M | +19.61% | +19.49% | ||
| LMT - LOCKHEED MARTIN CORP | Add 12% ($261.3K) | 0.68% | $2.5M | +35.27% | -9.39% | ||
| TJX - TJX COS INC NEW | Add 8% ($156.6K) | 0.59% | $2.2M | +26.49% | +2.11% | ||
| MCD - MCDONALDS CORP | 0.58% | $2.1M | -1.21% | -3.43% | |||
| BX - BLACKSTONE INC | Add 1% ($24.5K) | 0.57% | $2.1M | ||||
| VYM - VANGUARD WHITEHALL FDS | New Purchase | 0.55% | $2.0M | ||||
| TROW - PRICE T ROWE GROUP INC | Reduce 8% $(160.5K) | 0.52% | $1.9M | +3.26% | +15.70% | ||
| GPN - GLOBAL PMTS INC | Reduce 15% $(330.5K) | 0.52% | $1.9M | -19.62% | +0.72% | ||
| LYB - LYONDELLBASELL INDUSTRIES N | Reduce 1% $(25.8K) | 0.50% | $1.8M | +54.67% | -10.58% | ||
| CCBG - CAPITAL CITY BK GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||