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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 11 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AEM AGNICO EAGLE MINES LTD Basic Materials 185.0 $29K 0.00% -185.0 -50.0% $155.13 +39.3%
202 ATO ATMOS ENERGY CORP Utilities 148.0 $25K 0.00% -147.0 -49.8% $172.27 -3.1%
203 ZTS ZOETIS INC Healthcare 345.0 $25K 0.00% -3K -88.3% $71.86 +8.2%
204 OPRA OPERA LTD Communication Services 1,245.0 $25K 0.00% -1K -50.0% $19.83 -4.4%
205 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 963.0 $25K 0.00% -963.0 -50.0% $25.55 +1.2%
206 PAA PLAINS ALL AMERN PIPELINE L Energy 1,103.0 $25K 0.00% -1K -50.0% $22.26 +10.6%
207 WPM WHEATON PRECIOUS METALS CORP Basic Materials 215.0 $24K 0.00% -215.0 -50.0% $112.32 +40.5%
208 CNI CANADIAN NATL RY CO Industrials 201.0 $24K 0.00% -449.0 -69.1% $119.24 +8.9%
209 FDS FACTSET RESH SYS INC Financial Services 95.0 $22K 0.00% -262.0 -73.4% $230.08 +30.3%
210 LH LABCORP HOLDINGS INC Healthcare 69.0 $19K 0.00% -18.0 -20.7% $280.00 +20.1%
211 ALB ALBEMARLE CORP Basic Materials 130.0 $18K 0.00% -15.0 -10.3% $135.03 +6.1%
212 SU SUNCOR ENERGY INC NEW Energy 320.0 $17K 0.00% -7.0 -2.1% $53.68 +27.5%
213 TM TOYOTA MOTOR CORP Consumer Cyclical 100.0 $17K 0.00% -27.0 -21.3% $168.42 +17.2%
214 CQP CHENIERE ENERGY PARTNERS L P Energy 268.0 $16K 0.00% -267.0 -49.9% $60.95 +12.2%
215 FMAT FIDELITY COVINGTON TRUST 250.0 $15K 0.00% -250.0 -50.0% $58.51 +4.7%
216 JHMM JOHN HANCOCK EXCHANGE TRADED 195.0 $15K 0.00% -390.0 -66.7% $74.96 +1.3%
217 CME CME GROUP INC Financial Services 60.0 $13K 0.00% -20.0 -25.0% $220.83 +24.5%
218 INFL LISTED FDS TR 251.0 $13K 0.00% -251.0 -50.0% $49.88 +11.5%
219 SUB ISHARES TR 101.0 $11K 0.00% -100.0 -49.8% $106.47 -0.2%
220 AWP ABRDN GLOBAL PREMIER PPTYS F Financial Services 868.0 $10K 0.00% -867.0 -50.0% $11.84 -0.3%
Page 11 of 12  ·  236 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%