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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 10 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IWR ISHARES TR 7,531.0 $831K 0.07% $110.32 +2.8%
182 ISRG INTUITIVE SURGICAL INC Healthcare 2,050.0 $815K 0.07% -192.0 -8.6% $397.68 -4.7%
183 ASML ASML HLDG NV Technology 407.0 $810K 0.07% $1989.44 -11.3%
184 PFF ISHARES TR 26,260.0 $801K 0.07% -627.0 -2.3% $30.49 -0.1%
185 D DOMINION ENERGY INC Utilities 11,706.0 $799K 0.07% -3K -22.0% $68.29 -2.5%
186 MU MICRON TECHNOLOGY INC Technology 680.0 $785K 0.06% +330.0 +94.3% $1154.29 -16.2%
187 VWO VANGUARD INTL EQUITY INDEX F 13,024.0 $777K 0.06% +2K +14.7% $59.69 +1.3%
188 VXUS VANGUARD STAR FDS 9,048.0 $774K 0.06% +378.0 +4.4% $85.49 +2.6%
189 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,531.0 $768K 0.06% -170.0 -10.0% $501.36 +25.5%
190 PKG PACKAGING CORP AMER Consumer Cyclical 3,219.0 $767K 0.06% -108.0 -3.2% $238.28 +6.1%
191 SNOW SNOWFLAKE INC Technology 3,000.0 $764K 0.06% +1K +81.0% $254.50 +30.8%
192 SPYV SPDR SERIES TRUST 12,544.0 $763K 0.06% -1K -8.2% $60.79 +4.5%
193 LOW LOWES COS INC Consumer Cyclical 3,412.0 $752K 0.06% $220.49 -2.0%
194 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 58,030.0 $743K 0.06% -3K -4.9% $12.80 -4.5%
195 CBOE CBOE GLOBAL MKTS INC Financial Services 3,000.0 $728K 0.06% $242.67 +23.9%
196 VGT VANGUARD WORLD FD 6,060.0 $724K 0.06% +5K +708.0% $119.52 -0.9%
197 ITA ISHARES TR 2,977.0 $722K 0.06% +200.0 +7.2% $242.42 -2.1%
198 SYY SYSCO CORP Consumer Defensive 8,515.0 $712K 0.06% -5K -36.9% $83.58 +0.6%
199 VCSH VANGUARD SCOTTSDALE FDS 8,994.0 $711K 0.06% -114.0 -1.2% $79.03 -0.6%
200 VNQ VANGUARD INDEX FDS 7,366.0 $710K 0.06% -587.0 -7.4% $96.43 +2.1%
Page 10 of 41  ·  811 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%