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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 16 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DNP DNP SELECT INCOME FD INC Financial Services 24,400.0 $263K 0.02% $10.79 +0.8%
302 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,091.0 $262K 0.02% -2K -33.9% $64.01 +16.9%
303 IBB ISHARES TR 1,368.0 $260K 0.02% $190.19 +12.3%
304 XLRE SELECT SECTOR SPDR TR 5,906.0 $260K 0.02% $44.03 +2.4%
305 NRG NRG ENERGY INC Utilities 1,720.0 $251K 0.02% $146.06 -22.6%
306 FITB FIFTH THIRD BANCORP Financial Services 4,452.0 $251K 0.02% -907.0 -16.9% $56.37 -2.7%
307 XLU SELECT SECTOR SPDR TR 5,500.0 $249K 0.02% -150.0 -2.6% $45.34 -5.7%
308 HUM HUMANA INC Healthcare 621.0 $247K 0.02% $397.22 -4.6%
309 DFAS DIMENSIONAL ETF TRUST 2,985.0 $246K 0.02% -161.0 -5.1% $82.34 +0.8%
310 DFAT DIMENSIONAL ETF TRUST 3,471.0 $243K 0.02% -135.0 -3.7% $69.90 +2.5%
311 CRWD CROWDSTRIKE HLDGS INC Technology 315.0 $240K 0.02% +30.0 +10.5% $190.78 +0.6%
312 AJG GALLAGHER ARTHUR J & CO Financial Services 1,044.0 $240K 0.02% -478.0 -31.4% $229.57 +14.9%
313 COKE COCA COLA CONS INC Consumer Defensive 1,250.0 $239K 0.02% $190.92 -1.0%
314 SPHD INVESCO EXCH TRADED FD TR II 4,553.0 $231K 0.02% $50.84 +4.7%
315 IVE ISHARES TR 1,018.0 $231K 0.02% +318.0 +45.4% $227.06 +4.5%
316 ROP ROPER TECHNOLOGIES INC Industrials 675.0 $228K 0.02% -1K -64.1% $338.39 +21.7%
317 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 19,517.0 $226K 0.02% $11.60 -4.7%
318 STM STMICROELECTRONICS N V Technology 3,000.0 $225K 0.02% $74.89 -32.5%
319 VPU VANGUARD WORLD FD 1,145.0 $224K 0.02% +253.0 +28.4% $195.73 -5.5%
320 DFIV DIMENSIONAL ETF TRUST 4,134.0 $223K 0.02% -996.0 -19.4% $54.02 +7.9%
Page 16 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%