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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 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 Q QNITY ELECTRONICS INC Technology 3,470.0 $567K 0.05% -801.0 -18.8% $163.31 -21.1%
222 XLC SELECT SECTOR SPDR TR 5,283.0 $566K 0.05% $107.13 +4.0%
223 MDLZ MONDELEZ INTL INC Consumer Defensive 9,678.0 $560K 0.04% $57.84 +11.4%
224 FAST FASTENAL CO Industrials 11,564.0 $555K 0.04% -802.0 -6.5% $48.03 +6.7%
225 MCHP MICROCHIP TECHNOLOGY INC. Technology 6,002.0 $547K 0.04% -2K -21.4% $91.20 -16.6%
226 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 6,678.0 $542K 0.04% $81.16 -10.5%
227 CIBR FIRST TR EXCHANGE-TRADED FD 5,990.0 $538K 0.04% -233.0 -3.7% $89.85 +5.6%
228 AEP AMERICAN ELEC PWR CO INC Utilities 3,884.0 $531K 0.04% -79.0 -2.0% $136.81 -11.6%
229 BAB INVESCO EXCH TRADED FD TR II 19,402.0 $521K 0.04% +680.0 +3.6% $26.84 -1.8%
230 TIP ISHARES TR 4,724.0 $517K 0.04% $109.43 -2.1%
231 AMT AMERICAN TOWER CORP Real Estate 3,137.0 $513K 0.04% -176.0 -5.3% $163.57 +7.5%
232 SPSM SPDR SERIES TRUST 8,862.0 $511K 0.04% $57.67 -0.7%
233 MPC MARATHON PETE CORP Energy 1,990.0 $509K 0.04% -26.0 -1.3% $255.67 +41.1%
234 DKS DICKS SPORTING GOODS INC Consumer Cyclical 2,222.0 $504K 0.04% -1K -34.9% $226.81 -19.2%
235 ACN ACCENTURE PLC IRELAND Technology 4,028.0 $501K 0.04% -1K -23.7% $124.44 +48.9%
236 EPD ENTERPRISE PRODS PARTNERS L 13,290.0 $489K 0.04% +6K +76.0% $36.76
237 IVW ISHARES TR 3,550.0 $488K 0.04% +345.0 +10.8% $137.53 +0.9%
238 VTIP VANGUARD MALVERN FDS 9,645.0 $484K 0.04% -975.0 -9.2% $50.23 -0.9%
239 MDT MEDTRONIC PLC Healthcare 6,152.0 $481K 0.04% -684.0 -10.0% $78.23 +19.3%
240 XLE SELECT SECTOR SPDR TR 8,974.0 $477K 0.04% +200.0 +2.3% $53.11 +19.8%
Page 12 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%