Sabal Trust CO
Annual return '25
+85.9%
SPY '25
+17.7%
Alpha
+68.2ptsvs SPY
Invested
$873.8M
Holdings
76
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MTN
VAIL RESORTS INC
Held since at least Q1 2024
28.0%
02
$IWM
ISHARES TR
Q1 2025: Sold 1.7% (11.1k → 10.9k shares)
27.9%
03
$NDQ
INVESCO QQQ TR
Q1 2026: Exited (was 109 shares)
6.5%
04
$IBIT
ISHARES BITCOIN TRUST ETF
Held since at least Q1 2024
2.9%
05
$VNET
VNET GROUP INC
Held since at least Q1 2024
2.8%
06
$USO
UNITED STS OIL FD LP
Held since at least Q1 2024
2.6%
07
$STRS
STRATUS PPTYS INC
Held since at least Q1 2024
2.5%
08
$RBA
RB GLOBAL INC
Held since at least Q1 2024
2.3%
09
$RLX
RLX TECHNOLOGY INC
Held since at least Q1 2024
1.6%
10
$EWY
ISHARES INC
Q1 2026: New position (1.8k shares)
1.5%
Recent 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 · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:53 UTC.