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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 12 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FTF FRANKLIN LTD DURATION INCOME Financial Services 1,400.0 $8K 0.00% -1K -50.0% $5.79 -0.1%
222 IUSV ISHARES TR 67.0 $7K 0.00% -134.0 -66.7% $110.15 +4.3%
223 BNDX VANGUARD CHARLOTTE FDS 150.0 $7K 0.00% -10K -98.5% $48.43 -1.6%
224 OCCIDENTAL PETE CORP 258.0 $7K 0.00% -39.0 -13.1% $26.63
225 IEI ISHARES TR 50.0 $6K -40.0 -44.4% $117.46 -0.9%
226 BTZ BLACKROCK CR ALLOCATION Financial Services 525.0 $5K -524.0 -50.0% $10.22 -0.7%
227 VSNT VERSANT MEDIA GROUP INC Industrials 143.0 $5K -44.0 -23.5% $36.01 +7.6%
228 HPS HANCOCK JOHN PFD INCOME FD I Financial Services 195.0 $3K -195.0 -50.0% $14.54 -4.0%
229 NVO NOVO-NORDISK A S Healthcare 50.0 $2K -170.0 -77.3% $47.94 -2.5%
230 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 25.0 $1K -750.0 -96.8% $52.64 +28.3%
231 TPYP TORTOISE CAPITAL SERIES TRUS 28.0 $1K -56.0 -66.7% $41.93 +2.1%
232 SLB SLB LIMITED Energy 25.0 $1K -25.0 -50.0% $46.48 +15.9%
233 MLPX GLOBAL X FDS 13.0 $958.0 -26.0 -66.7% $73.69 +0.9%
234 PBR PETROLEO BRASILEIRO S A Energy 58.0 $937.0 -57.0 -49.6% $16.16 +18.5%
235 OGN ORGANON & CO Healthcare 6.0 $81.0 -145.0 -96.0% $13.50 +1.9%
236 FMC FMC CORP Basic Materials 5.0 $58.0 -5.0 -50.0% $11.60 -5.0%
Page 12 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%