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Portfolio (Quarterly) Guide ↗

Caldwell Trust Co

· CIK 0002080218
13F Portfolio $1.2B AUM 887 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 68 New 168 Added 236 Reduced 41 Exited
Page 5 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SNOW SNOWFLAKE INC Technology 3,000.0 $764K 0.06% +1K +81.0% $254.50 +30.8%
82 VGT VANGUARD WORLD FD 6,060.0 $724K 0.06% +5K +708.0% $119.52 -0.9%
83 ITA ISHARES TR 2,977.0 $722K 0.06% +200.0 +7.2% $242.42 -2.1%
84 VTEB VANGUARD MUN BD FDS 13,482.0 $682K 0.06% +1K +8.0% $50.58 -2.1%
85 ETN EATON CORP PLC Industrials 1,467.0 $625K 0.05% +122.0 +9.1% $426.12 -1.6%
86 GWW WW GRAINGER INC Industrials 438.0 $596K 0.05% +227.0 +107.6% $1360.40 -3.5%
87 OKE ONEOK INC NEW Energy 6,595.0 $573K 0.05% +3K +62.2% $86.94 +7.3%
88 BAB INVESCO EXCH TRADED FD TR II 19,402.0 $521K 0.04% +680.0 +3.6% $26.84 -1.8%
89 EPD ENTERPRISE PRODS PARTNERS L 13,290.0 $489K 0.04% +6K +76.0% $36.76
90 IVW ISHARES TR 3,550.0 $488K 0.04% +345.0 +10.8% $137.53 +0.9%
91 XLE SELECT SECTOR SPDR TR 8,974.0 $477K 0.04% +200.0 +2.3% $53.11 +19.8%
92 VOT VANGUARD INDEX FDS 1,473.0 $451K 0.04% +125.0 +9.3% $306.30 -0.3%
93 VHT VANGUARD WORLD FD 1,390.0 $416K 0.03% +100.0 +7.8% $299.01 +9.6%
94 LQD ISHARES TR 3,726.0 $406K 0.03% +125.0 +3.5% $109.07 -2.9%
95 VGIT VANGUARD SCOTTSDALE FDS 6,698.0 $395K 0.03% +288.0 +4.5% $58.98 -1.1%
96 TFC TRUIST FINL CORP Financial Services 7,844.0 $391K 0.03% +561.0 +7.7% $49.82 +1.2%
97 DASH DOORDASH INC Communication Services 2,015.0 $372K 0.03% +435.0 +27.5% $184.53 +21.1%
98 VOE VANGUARD INDEX FDS 1,815.0 $359K 0.03% +343.0 +23.3% $197.60 +5.6%
99 ENB ENBRIDGE INC Energy 6,577.0 $357K 0.03% +100.0 +1.5% $54.21 -6.9%
100 NYT NEW YORK TIMES CO MTN BE Communication Services 5,082.0 $356K 0.03% +2K +71.6% $69.98 -6.1%
Page 5 of 9  ·  168 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.5%
Financial Services 20.7%
Industrials 10.2%
Healthcare 9.2%
Consumer Cyclical 8.3%
Communication Services 6.7%
Consumer Defensive 6.4%
Utilities 3.8%
Energy 3.6%
Basic Materials 1.0%