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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 15 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 EOG EOG RES INC Energy 2,416.0 $313K 0.03% -147.0 -5.7% $129.73 +18.0%
282 XLI SELECT SECTOR SPDR TR 1,689.0 $313K 0.03% +103.0 +6.5% $185.23 -2.7%
283 MKC MCCORMICK & CO INC Consumer Defensive 6,118.0 $308K 0.03% -100.0 -1.6% $50.42 +9.9%
284 BP BP PLC Energy 8,271.0 $306K 0.03% $36.95 +21.1%
285 HYG ISHARES TR 3,764.0 $301K 0.02% $79.97 -0.5%
286 RY ROYAL BK CDA Financial Services 1,444.0 $299K 0.02% -13.0 -0.9% $206.97 -0.8%
287 SNPS SYNOPSYS INC Technology 669.0 $298K 0.02% $446.07 -10.8%
288 CTAS CINTAS CORP Industrials 1,743.0 $296K 0.02% $170.08 +19.8%
289 SBUX STARBUCKS CORP Consumer Cyclical 2,841.0 $290K 0.02% $102.19 +4.8%
290 C CITIGROUP INC Financial Services 2,014.0 $282K 0.02% -641.0 -24.1% $139.96 -5.9%
291 HSY HERSHEY CO Consumer Defensive 1,598.0 $280K 0.02% $175.45 +6.3%
292 ONB OLD NATL BANCORP IND Financial Services 10,689.0 $277K 0.02% $25.90 -0.3%
293 SDY SPDR SERIES TRUST 1,804.0 $275K 0.02% -170.0 -8.6% $152.18 +4.1%
294 HOOD ROBINHOOD MKTS INC Financial Services 2,736.0 $274K 0.02% NEW $100.28 +7.8%
295 OXY OCCIDENTAL PETE CORP Energy 5,619.0 $273K 0.02% -100.0 -1.8% $48.57 +26.2%
296 MCO MOODYS CORP Financial Services 600.0 $272K 0.02% $452.92 +11.1%
297 UNILEVER PLC 4,497.0 $270K 0.02% -1K -19.0% $60.12
298 SPBO SPDR SERIES TRUST 9,303.0 $270K 0.02% $29.04 -2.2%
299 EQT EQT CORP Energy 5,000.0 $266K 0.02% $53.17 +1.0%
300 BMO BANK MONTREAL MEDIUM Financial Services 1,500.0 $265K 0.02% $176.70 -1.3%
Page 15 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%