CAPITAL CITY TRUST CO/FL Diversified Active

CIK: 0001095836 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 9, 2015

Total Value ($000): $245,007 (100.0% shares, 0.0% debt)

Holdings (98)

KO COCA COLA CO 15.1%
Value ($000) $37,022 Shares 876,884 Est. Cost $27.07 Unrealized +11.0%
IGSB ISHARES 7.2%
Value ($000) $17,638 Shares 167,693 Est. Cost $105.43 Unrealized
AGG ISHARES TR 5.4%
Value ($000) $13,215 Shares 120,002 Est. Cost $106.60 Unrealized
VFC V F CORP 3.0%
Value ($000) $7,324 Shares 97,782 Est. Cost $49.89 Unrealized +32.6%
XOM EXXON MOBIL CORP 2.2%
Value ($000) $5,509 Shares 59,587 Est. Cost $53.81 Unrealized +7.8%
AAPL APPLE INC 2.2%
Value ($000) $5,489 Shares 49,727 Est. Cost $17.87 Unrealized +34.8%
ACTAVIS PLC 2.2%
Value ($000) $5,473 Shares 21,261 Est. Cost $205.87 Unrealized
UNP UNION PAC CORP 2.2%
Value ($000) $5,462 Shares 45,850 Est. Cost $66.12 Unrealized +35.3%
TRV TRAVELERS COMPANIES INC 1.8%
Value ($000) $4,489 Shares 42,408 Est. Cost $63.70 Unrealized +24.0%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $4,195 Shares 40,118 Est. Cost $60.29 Unrealized +28.2%
COP CONOCOPHILLIPS 1.7%
Value ($000) $4,179 Shares 60,508 Est. Cost $40.72 Unrealized +20.0%
CVS CVS HEALTH CORP 1.7%
Value ($000) $4,086 Shares 42,426 Est. Cost $42.08 Unrealized +53.1%
PG PROCTER & GAMBLE CO 1.7%
Value ($000) $4,078 Shares 44,774 Est. Cost $55.27 Unrealized +16.9%
MCK MCKESSON CORP 1.6%
Value ($000) $3,954 Shares 19,048 Est. Cost $102.34 Unrealized +82.6%
ORCL ORACLE CORP 1.6%
Value ($000) $3,840 Shares 85,378 Est. Cost $28.02 Unrealized +23.1%
MSFT MICROSOFT CORP 1.5%
Value ($000) $3,729 Shares 80,284 Est. Cost $27.29 Unrealized +46.1%
CL COLGATE PALMOLIVE CO 1.5%
Value ($000) $3,615 Shares 52,250 Est. Cost $44.65 Unrealized +16.9%
MCD MCDONALDS CORP 1.4%
Value ($000) $3,455 Shares 36,876 Est. Cost $71.75 Unrealized -1.7%
IWB ISHARES TR 1.4%
Value ($000) $3,428 Shares 29,900 Est. Cost $89.93 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.4%
Value ($000) $3,389 Shares 21,124 Est. Cost $118.44 Unrealized -15.2%
FISV FISERV INC 1.4%
Value ($000) $3,333 Shares 46,970 Est. Cost $24.54 Unrealized +39.5%
TMO THERMO FISHER SCIENTIFIC INC 1.3%
Value ($000) $3,226 Shares 25,748 Est. Cost $80.70 Unrealized +45.6%
UNITED TECHNOLOGIES CORP 1.3%
Value ($000) $3,220 Shares 27,997 Est. Cost $93.30 Unrealized
GD GENERAL DYNAMICS CORP 1.3%
Value ($000) $3,191 Shares 23,187 Est. Cost $65.86 Unrealized +62.5%
DHR DANAHER CORP DEL 1.3%
Value ($000) $3,118 Shares 36,370 Est. Cost $25.24 Unrealized +30.4%
NEE NEXTERA ENERGY INC 1.3%
Value ($000) $3,118 Shares 29,334 Est. Cost $14.17 Unrealized +33.3%
QCOM QUALCOMM INC 1.2%
Value ($000) $2,969 Shares 39,951 Est. Cost $47.16 Unrealized +13.1%
VZ VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $2,940 Shares 62,868 Est. Cost $27.04 Unrealized +2.3%
WMT WAL-MART STORES INC 1.2%
Value ($000) $2,865 Shares 33,361 Est. Cost $20.00 Unrealized +9.2%
USB US BANCORP DEL 1.2%
Value ($000) $2,841 Shares 63,193 Est. Cost $23.01 Unrealized +26.5%
TGT TARGET CORP 1.2%
Value ($000) $2,839 Shares 37,405 Est. Cost $46.46 Unrealized +4.6%
ROP ROPER INDS INC NEW 1.1%
Value ($000) $2,803 Shares 17,925 Est. Cost $114.55 Unrealized +25.1%
FHI FEDERATED INVS INC PA 1.1%
Value ($000) $2,768 Shares 84,055 Est. Cost $14.74 Unrealized +27.0%
AEP AMERICAN ELEC PWR INC 1.0%
Value ($000) $2,386 Shares 39,291 Est. Cost $30.56 Unrealized +26.3%
CVX CHEVRON CORP NEW 1.0%
Value ($000) $2,371 Shares 21,133 Est. Cost $71.53 Unrealized -1.4%
NATIONAL OILWELL VARCO INC 0.9%
Value ($000) $2,243 Shares 34,239 Est. Cost $69.19 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.9%
Value ($000) $2,237 Shares 42,499 Est. Cost $37.14 Unrealized +19.2%
T AT&T INC 0.9%
Value ($000) $2,127 Shares 63,327 Est. Cost $11.39 Unrealized +3.7%
MET METLIFE INC 0.9%
Value ($000) $2,114 Shares 39,088 Est. Cost $25.09 Unrealized +30.6%
SCRIPPS NETWORKS INTERACT IN 0.9%
Value ($000) $2,109 Shares 28,025 Est. Cost $67.03 Unrealized
BB&T CORP 0.9%
Value ($000) $2,093 Shares 53,829 Est. Cost $34.05 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.8%
Value ($000) $2,052 Shares 49,551 Est. Cost $21.95 Unrealized +24.1%
IJH ISHARES TR 0.8%
Value ($000) $2,052 Shares 14,169 Est. Cost $115.53 Unrealized
LABORATORY CORP AMER HLDGS 0.8%
Value ($000) $1,941 Shares 17,991 Est. Cost $100.17 Unrealized
ALL ALLSTATE CORP 0.8%
Value ($000) $1,852 Shares 26,369 Est. Cost $37.55 Unrealized +37.7%
SLB SCHLUMBERGER LTD 0.7%
Value ($000) $1,788 Shares 20,941 Est. Cost $67.97 Unrealized -0.9%
TOTAL SYS SVCS INC 0.7%
Value ($000) $1,771 Shares 52,157 Est. Cost $24.60 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.6%
Value ($000) $1,561 Shares 26,448 Est. Cost $28.75 Unrealized +35.3%
DIS DISNEY WALT CO 0.6%
Value ($000) $1,499 Shares 15,916 Est. Cost $57.08 Unrealized +42.4%
IWM ISHARES TR 0.6%
Value ($000) $1,465 Shares 12,248 Est. Cost $98.09 Unrealized
EBAY EBAY INC 0.6%
Value ($000) $1,406 Shares 25,052 Est. Cost $20.44 Unrealized -1.2%
CF CF INDS HLDGS INC 0.6%
Value ($000) $1,397 Shares 5,127 Est. Cost $27.84 Unrealized +39.1%
CWB SPDR SERIES TRUST 0.5%
Value ($000) $1,347 Shares 28,730 Est. Cost $42.69 Unrealized
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $1,302 Shares 15,983 Est. Cost $49.41 Unrealized -0.4%
ABBV ABBVIE INC 0.5%
Value ($000) $1,159 Shares 17,716 Est. Cost $27.32 Unrealized +47.3%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $1,060 Shares 12,713 Est. Cost $45.52 Unrealized +39.5%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $1,048 Shares 5,100 Est. Cost $160.41 Unrealized
ETN EATON CORP PLC 0.4%
Value ($000) $1,005 Shares 14,794 Est. Cost $47.11 Unrealized +7.5%
FCX FREEPORT-MCMORAN INC 0.4%
Value ($000) $952 Shares 40,753 Est. Cost $24.90 Unrealized -2.5%
IMKTA INGLES MKTS INC 0.4%
Value ($000) $919 Shares 24,785 Est. Cost $18.15 Unrealized +32.6%
JPMORGAN CHASE & CO 0.4%
Value ($000) $864 Shares 18,810 Est. Cost $46.44 Unrealized
BLACKROCK INC 0.3%
Value ($000) $848 Shares 2,371 Est. Cost $320.74 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $826 Shares 18,351 Est. Cost $29.19 Unrealized +21.0%
SPECTRA ENERGY CORP 0.3%
Value ($000) $726 Shares 20,004 Est. Cost $36.12 Unrealized
IWF ISHARES TR 0.3%
Value ($000) $718 Shares 7,510 Est. Cost $72.75 Unrealized
AFL AFLAC INC 0.3%
Value ($000) $693 Shares 11,346 Est. Cost $20.39 Unrealized +11.3%
VEU VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $680 Shares 14,520 Est. Cost $50.30 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $666 Shares 13,520 Est. Cost $16.27 Unrealized +46.0%
SPDR SERIES TRUST 0.3%
Value ($000) $659 Shares 17,072 Est. Cost $39.66 Unrealized
EMR EMERSON ELEC CO 0.3%
Value ($000) $626 Shares 10,138 Est. Cost $40.76 Unrealized +13.9%
CENTURYLINK INC 0.2%
Value ($000) $604 Shares 15,255 Est. Cost $35.51 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $546 Shares 15,044 Est. Cost $17.67 Unrealized +50.7%
GENERAL ELECTRIC CO 0.2%
Value ($000) $532 Shares 21,055 Est. Cost $25.91 Unrealized
BAX BAXTER INTL INC 0.2%
Value ($000) $507 Shares 6,915 Est. Cost $31.21 Unrealized +3.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $477 Shares 3,175 Est. Cost $118.84 Unrealized +21.5%
IJR ISHARES TR 0.2%
Value ($000) $468 Shares 4,106 Est. Cost $90.28 Unrealized
MRK MERCK & CO INC NEW 0.2%
Value ($000) $456 Shares 8,025 Est. Cost $31.04 Unrealized +26.8%
IVW ISHARES TR 0.2%
Value ($000) $436 Shares 3,910 Est. Cost $83.89 Unrealized
XMUIX BLACKROCK MUNI INTER DR FD I 0.2%
Value ($000) $374 Shares 26,005 Est. Cost $14.65 Unrealized
PFF ISHARES 0.2%
Value ($000) $370 Shares 9,388 Est. Cost $38.58 Unrealized
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $361 Shares 4,000 Est. Cost $38.92 Unrealized +61.4%
XL GROUP PLC 0.1%
Value ($000) $341 Shares 9,935 Est. Cost $30.35 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $338 Shares 9,301 Est. Cost $23.26 Unrealized +22.1%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $334 Shares 3,997 Est. Cost $41.85 Unrealized +21.8%
VIG VANGUARD SPECIALIZED PORTFOL 0.1%
Value ($000) $322 Shares 3,967 Est. Cost $68.06 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $318 Shares 1,535 Est. Cost $160.91 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $290 Shares 3,210 Est. Cost $30.73 Unrealized +2.0%
CCBG CAPITAL CITY BK GROUP INC 0.1%
Value ($000) $281 Shares 18,056 Est. Cost $10.38 Unrealized +15.3%
DVY ISHARES TR 0.1%
Value ($000) $273 Shares 3,440 Est. Cost $63.95 Unrealized
TECO ENERGY INC 0.1%
Value ($000) $257 Shares 12,555 Est. Cost $17.16 Unrealized
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $242 Shares 4,423 Est. Cost $33.90 Unrealized +14.4%
NUVEEN GA DIV ADV MUN FD 2 0.1%
Value ($000) $234 Shares 18,621 Est. Cost $12.57 Unrealized
BAC BANK AMER CORP 0.1%
Value ($000) $229 Shares 12,800 Est. Cost $10.03 Unrealized +35.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $226 Shares 1 Est. Cost $199815.62 Unrealized +8.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $215 Shares 1,118 Est. Cost $124.88 Unrealized +9.9%
AYI ACUITY BRANDS INC 0.1%
Value ($000) $210 Shares 1,501 Est. Cost $131.09 Unrealized 0.0%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $202 Shares 1,780 Est. Cost $118.77 Unrealized
KRAFT FOODS GROUP INC 0.1%
Value ($000) $202 Shares 3,221 Est. Cost $62.71 Unrealized