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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 6 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMT AMERICAN TOWER CORP Real Estate 3,137.0 $513K 0.04% -176.0 -5.3% $163.57 +7.5%
102 MPC MARATHON PETE CORP Energy 1,990.0 $509K 0.04% -26.0 -1.3% $255.67 +41.1%
103 DKS DICKS SPORTING GOODS INC Consumer Cyclical 2,222.0 $504K 0.04% -1K -34.9% $226.81 -19.2%
104 ACN ACCENTURE PLC IRELAND Technology 4,028.0 $501K 0.04% -1K -23.7% $124.44 +48.9%
105 VTIP VANGUARD MALVERN FDS 9,645.0 $484K 0.04% -975.0 -9.2% $50.23 -0.9%
106 MDT MEDTRONIC PLC Healthcare 6,152.0 $481K 0.04% -684.0 -10.0% $78.23 +19.3%
107 BDX BECTON DICKINSON & CO Healthcare 3,091.0 $468K 0.04% -349.0 -10.2% $151.33 +26.9%
108 HCA HCA HEALTHCARE INC Healthcare 1,149.0 $448K 0.04% -50.0 -4.2% $389.89 +10.1%
109 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,633.0 $447K 0.04% -20.0 -0.6% $123.11 +31.0%
110 XLB SELECT SECTOR SPDR TR 8,710.0 $443K 0.04% -100.0 -1.1% $50.83 +5.3%
111 TRGP TARGA RES CORP Energy 1,635.0 $438K 0.04% -23.0 -1.4% $268.14 +11.5%
112 COF CAPITAL ONE FINL CORP Financial Services 2,082.0 $418K 0.03% -3K -61.9% $200.62 +8.6%
113 VEU VANGUARD INTL EQUITY INDEX F 4,686.0 $392K 0.03% -160.0 -3.3% $83.75 +2.3%
114 RQI COHEN & STEERS QUALITY INCOM Financial Services 31,297.0 $385K 0.03% -500.0 -1.6% $12.31 +0.6%
115 DFUV DIMENSIONAL ETF TRUST 6,770.0 $372K 0.03% -319.0 -4.5% $55.01 +4.4%
116 HYD VANECK ETF TRUST 7,091.0 $365K 0.03% -2K -20.0% $51.51 -2.5%
117 DLR DIGITAL RLTY TR INC Real Estate 2,032.0 $365K 0.03% -118.0 -5.5% $179.58 +6.1%
118 DFUS DIMENSIONAL ETF TRUST 4,453.0 $365K 0.03% -617.0 -12.2% $81.94 +2.1%
119 TSLA TESLA INC Consumer Cyclical 864.0 $363K 0.03% -450.0 -34.2% $420.60 -13.7%
120 TRV TRAVELERS COMPANIES INC Financial Services 1,079.0 $356K 0.03% -82.0 -7.1% $330.12 +10.1%
Page 6 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%