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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 6 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QDF FLEXSHARES TR 3,672.0 $330K 0.03% +1K +61.0% $89.92 +2.6%
102 UBER UBER TECHNOLOGIES INC Technology 4,476.0 $323K 0.03% +758.0 +20.4% $72.16 +9.2%
103 XLI SELECT SECTOR SPDR TR 1,689.0 $313K 0.03% +103.0 +6.5% $185.23 -2.7%
104 CRWD CROWDSTRIKE HLDGS INC Technology 315.0 $240K 0.02% +30.0 +10.5% $190.78 +0.6%
105 IVE ISHARES TR 1,018.0 $231K 0.02% +318.0 +45.4% $227.06 +4.5%
106 VPU VANGUARD WORLD FD 1,145.0 $224K 0.02% +253.0 +28.4% $195.73 -5.5%
107 XLY SELECT SECTOR SPDR TR 1,784.0 $209K 0.02% +76.0 +4.5% $117.28 +0.6%
108 DELL DELL TECHNOLOGIES INC Technology 480.0 $207K 0.02% +140.0 +41.2% $431.46 +2.4%
109 SPIB SPDR SERIES TRUST 6,109.0 $204K 0.02% +165.0 +2.8% $33.46 -1.1%
110 QUAL ISHARES TR 908.0 $199K 0.02% +103.0 +12.8% $219.43 +1.7%
111 TGT TARGET CORP Consumer Defensive 1,422.0 $186K 0.01% +8.0 +0.6% $130.61 +26.7%
112 IWD ISHARES TR 735.0 $178K 0.01% +377.0 +105.3% $242.43 +6.1%
113 FDX FEDEX CORP Industrials 543.0 $170K 0.01% +143.0 +35.8% $313.13 +3.8%
114 USB US BANCORP Financial Services 2,603.0 $157K 0.01% +840.0 +47.6% $60.40 +2.7%
115 GILD GILEAD SCIENCES INC Healthcare 1,224.0 $155K 0.01% +131.0 +12.0% $126.34 +15.7%
116 HAL HALLIBURTON CO Energy 4,284.0 $145K 0.01% +1K +48.6% $33.95 +4.1%
117 SCHA SCHWAB STRATEGIC TR 3,827.0 $138K 0.01% +150.0 +4.1% $36.13 -3.6%
118 SPG SIMON PPTY GROUP INC NEW Real Estate 615.0 $138K 0.01% +600.0 +4000.0% $223.65 -2.4%
119 BR BROADRIDGE FINL SOLUTIONS IN Technology 993.0 $136K 0.01% +900.0 +967.7% $136.95 +33.0%
120 CF CF INDUSTRIES HOLD Basic Materials 1,130.0 $122K 0.01% +464.0 +69.7% $108.26 +19.8%
Page 6 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%