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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 3 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WES WESTERN MIDSTREAM PARTNERS L Energy 225.0 $10K 0.00% NEW $43.76 +10.5%
42 SMLF ISHARES TR 103.0 $9K 0.00% NEW $89.14 +0.2%
43 XES SPDR SERIES TRUST 70.0 $8K 0.00% NEW $112.09 +7.9%
44 ET ENERGY TRANSFER L P Energy 250.0 $5K NEW $19.12 +10.8%
45 SAN BANCO SANTANDER SA Financial Services 187.0 $3K NEW $13.80 +5.7%
46 TDIV FIRST TR EXCHANGE TRADED FD 18.0 $2K NEW $114.89 -0.2%
47 BCS BARCLAYS PLC Financial Services 74.0 $2K NEW $26.86 -0.1%
48 ING ING GROEP N.V. Financial Services 53.0 $2K NEW $31.38 +11.0%
49 GSK GSK PLC Healthcare 30.0 $2K NEW $52.43 -0.0%
50 LYG LLOYDS BANKING GROUP PLC Financial Services 246.0 $1K NEW $5.83 +3.3%
51 JMBS JANUS DETROIT STR TR 30.0 $1K NEW $45.00 -1.4%
52 NATWEST GROUP PLC 76.0 $1K NEW $17.63
53 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 21.0 $1K NEW $60.24 +19.9%
54 BSCU INVESCO EXCH TRD SLF IDX FD 75.0 $1K NEW $16.64 -0.5%
55 HSBC HSBC HLDGS PLC Financial Services 13.0 $1K NEW $95.08 +9.5%
56 BSCT INVESCO EXCH TRD SLF IDX FD 63.0 $1K NEW $18.57 -0.1%
57 CCI CROWN CASTLE INC Real Estate 15.0 $1K NEW $75.73 -0.3%
58 PAAA PGIM ETF TR 22.0 $1K NEW $51.27 +0.4%
59 BSCV INVESCO EXCH TRD SLF IDX FD 62.0 $1K NEW $16.39 -0.7%
60 BKH BLACK HILLS CORP Utilities 13.0 $967.0 NEW $74.38 -3.6%
Page 3 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%