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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 14 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HYD VANECK ETF TRUST 7,091.0 $365K 0.03% -2K -20.0% $51.51 -2.5%
262 DLR DIGITAL RLTY TR INC Real Estate 2,032.0 $365K 0.03% -118.0 -5.5% $179.58 +6.1%
263 DFUS DIMENSIONAL ETF TRUST 4,453.0 $365K 0.03% -617.0 -12.2% $81.94 +2.1%
264 TSLA TESLA INC Consumer Cyclical 864.0 $363K 0.03% -450.0 -34.2% $420.60 -13.7%
265 VOE VANGUARD INDEX FDS 1,815.0 $359K 0.03% +343.0 +23.3% $197.60 +5.6%
266 ENB ENBRIDGE INC Energy 6,577.0 $357K 0.03% +100.0 +1.5% $54.21 -6.9%
267 TRV TRAVELERS COMPANIES INC Financial Services 1,079.0 $356K 0.03% -82.0 -7.1% $330.12 +10.1%
268 NYT NEW YORK TIMES CO MTN BE Communication Services 5,082.0 $356K 0.03% +2K +71.6% $69.98 -6.1%
269 SCHM SCHWAB STRATEGIC TR 9,645.0 $356K 0.03% $36.87 -1.9%
270 IHI ISHARES TR 6,923.0 $342K 0.03% -1K -12.8% $49.41 +13.7%
271 PFM INVESCO EXCHANGE TRADED FD T 6,148.0 $341K 0.03% $55.45 +3.6%
272 NVS NOVARTIS AG Healthcare 2,167.0 $340K 0.03% -143.0 -6.2% $156.72 +1.4%
273 EMN EASTMAN CHEM CO Basic Materials 5,005.0 $335K 0.03% $66.98 +10.6%
274 QDF FLEXSHARES TR 3,672.0 $330K 0.03% +1K +61.0% $89.92 +2.6%
275 UBER UBER TECHNOLOGIES INC Technology 4,476.0 $323K 0.03% +758.0 +20.4% $72.16 +9.2%
276 JCI JOHNSON CONTROLS INTERNATION Industrials 2,189.0 $320K 0.03% $146.11 -2.1%
277 ADBE ADOBE INC Technology 1,558.0 $319K 0.03% -863.0 -35.6% $205.02 +34.3%
278 CTVA CORTEVA INC Basic Materials 3,738.0 $317K 0.03% $84.69 -3.4%
279 EXPD EXPEDITORS INTL WASH INC Industrials 1,940.0 $316K 0.03% $162.98 +15.2%
280 GM GENERAL MTRS CO Consumer Cyclical 4,100.0 $316K 0.03% $77.08 +14.1%
Page 14 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%