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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 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 ACHR ARCHER AVIATION INC Industrials 2,500 $13K 0.00% SOLD
22 KMX CARMAX INC Consumer Cyclical 300 $12K 0.00% SOLD
23 PFL PIMCO INCOME STRATEGY FD Financial Services 1,500 $12K 0.00% SOLD
24 JOBY JOBY AVIATION INC Industrials 1,160 $10K 0.00% SOLD
25 A AGILENT TECHNOLOGIES INC Healthcare 67 $8K 0.00% SOLD
26 ZM ZOOM COMMUNICATIONS INC Technology 93 $7K 0.00% SOLD
27 CHTR CHARTER COMMUNICATIONS INC Communication Services 34 $7K 0.00% SOLD
28 BLACKROCK TECH AND PRIVATE E 1,000 $7K 0.00% SOLD
29 TRP TC ENERGY CORP Energy 100 $6K 0.00% SOLD
30 STZ CONSTELLATION BRANDS INC Consumer Defensive 40 $6K 0.00% SOLD
31 LUV SOUTHWEST AIRLS CO Industrials 150 $6K 0.00% SOLD
32 MRNA MODERNA INC Healthcare 100 $5K SOLD
33 TNA DIREXION SHARES ETF TRUST 89 $4K SOLD
34 AMC ENTMT HLDGS INC 3,850 $4K SOLD
35 DTI DRILLING TOOLS INTL CORP Energy 759 $3K SOLD
36 PPG PPG INDS INC Basic Materials 24 $3K SOLD
37 PSTG EVERPURE INC 42 $2K SOLD
38 JBLU JETBLUE AIRWAYS CORP Industrials 550 $2K SOLD
39 ABRDN ASIA PACIFIC INCOME FU 90 $1K SOLD
40 NL NL INDS INC Industrials 100 $583.0 SOLD
Page 2 of 3  ·  41 positions
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%