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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 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PDI PIMCO DYNAMIC INCOME FD Financial Services 1,626.0 $27K 0.00% NEW $16.70 -9.5%
22 URA GLOBAL X FDS 600.0 $26K 0.00% NEW $43.70 +5.4%
23 EVRG EVERGY INC Utilities 300.0 $26K 0.00% NEW $86.43 -6.4%
24 NLR VANECK ETF TRUST 204.0 $24K 0.00% NEW $115.98 +3.4%
25 XME SPDR SERIES TRUST 215.0 $23K 0.00% NEW $106.93 +11.6%
26 FN FABRINET Technology 40.0 $22K 0.00% NEW $562.08 -22.3%
27 NFG NATIONAL FUEL GAS CO Energy 252.0 $19K 0.00% NEW $77.21 +6.8%
28 SPACE EXPLORATION TECHN CORP 100.0 $17K 0.00% NEW $170.86
29 TTMI TTM TECHNOLOGIES INC Technology 75.0 $14K 0.00% NEW $187.03 -40.9%
30 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 50.0 $14K 0.00% NEW $271.96 -15.2%
31 APLD APPLIED DIGITAL CORP Technology 350.0 $13K 0.00% NEW $37.30 -27.1%
32 PSI INVESCO EXCHANGE TRADED FD T 67.0 $13K 0.00% NEW $187.82 -26.0%
33 THOMSON REUTERS CORP 147.0 $12K 0.00% NEW $81.67
34 LANDBRIDGE COMPANY LLC 150.0 $12K 0.00% NEW $79.24
35 JAAA JANUS DETROIT STR TR 222.0 $11K 0.00% NEW $50.49 +0.4%
36 PPA INVESCO EXCHANGE TRADED FD T 60.0 $11K 0.00% NEW $176.65 -1.7%
37 BEP BROOKFIELD RENEWABLE ENERGY Utilities 300.0 $10K 0.00% NEW $34.73 -5.6%
38 UFO PROCURE ETF TRUST II 200.0 $10K 0.00% NEW $50.67 -9.4%
39 TGLR WEDBUSH SER TR 250.0 $10K 0.00% NEW $40.50 -0.5%
40 PKB INVESCO EXCHANGE TRADED FD T 90.0 $10K 0.00% NEW $112.06 -9.8%
Page 2 of 4  ·  68 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%