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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 7 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IHI ISHARES TR 6,923.0 $342K 0.03% -1K -12.8% $49.41 +13.7%
122 NVS NOVARTIS AG Healthcare 2,167.0 $340K 0.03% -143.0 -6.2% $156.72 +1.4%
123 ADBE ADOBE INC Technology 1,558.0 $319K 0.03% -863.0 -35.6% $205.02 +34.3%
124 EOG EOG RES INC Energy 2,416.0 $313K 0.03% -147.0 -5.7% $129.73 +18.0%
125 MKC MCCORMICK & CO INC Consumer Defensive 6,118.0 $308K 0.03% -100.0 -1.6% $50.42 +9.9%
126 RY ROYAL BK CDA Financial Services 1,444.0 $299K 0.02% -13.0 -0.9% $206.97 -0.8%
127 C CITIGROUP INC Financial Services 2,014.0 $282K 0.02% -641.0 -24.1% $139.96 -5.9%
128 SDY SPDR SERIES TRUST 1,804.0 $275K 0.02% -170.0 -8.6% $152.18 +4.1%
129 OXY OCCIDENTAL PETE CORP Energy 5,619.0 $273K 0.02% -100.0 -1.8% $48.57 +26.2%
130 UNILEVER PLC 4,497.0 $270K 0.02% -1K -19.0% $60.12
131 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,091.0 $262K 0.02% -2K -33.9% $64.01 +16.9%
132 FITB FIFTH THIRD BANCORP Financial Services 4,452.0 $251K 0.02% -907.0 -16.9% $56.37 -2.7%
133 XLU SELECT SECTOR SPDR TR 5,500.0 $249K 0.02% -150.0 -2.6% $45.34 -5.7%
134 DFAS DIMENSIONAL ETF TRUST 2,985.0 $246K 0.02% -161.0 -5.1% $82.34 +0.8%
135 DFAT DIMENSIONAL ETF TRUST 3,471.0 $243K 0.02% -135.0 -3.7% $69.90 +2.5%
136 AJG GALLAGHER ARTHUR J & CO Financial Services 1,044.0 $240K 0.02% -478.0 -31.4% $229.57 +14.9%
137 ROP ROPER TECHNOLOGIES INC Industrials 675.0 $228K 0.02% -1K -64.1% $338.39 +21.7%
138 DFIV DIMENSIONAL ETF TRUST 4,134.0 $223K 0.02% -996.0 -19.4% $54.02 +7.9%
139 INTU INTUIT Technology 853.0 $223K 0.02% -27.0 -3.1% $261.00 +40.6%
140 GRMN GARMIN LTD Technology 908.0 $216K 0.02% -115.0 -11.2% $237.54 +24.1%
Page 7 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%