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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 17 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DES WISDOMTREE TR 5,480.0 $223K 0.02% $40.68 +0.4%
322 INTU INTUIT Technology 853.0 $223K 0.02% -27.0 -3.1% $261.00 +40.6%
323 ENTERGY CORP NEW 1,906.0 $219K 0.02% $114.86
324 GRMN GARMIN LTD Technology 908.0 $216K 0.02% -115.0 -11.2% $237.54 +24.1%
325 MET METLIFE INC Financial Services 2,516.0 $213K 0.02% -46.0 -1.8% $84.61 +11.5%
326 FIS FIDELITY NATL INFORMATION SV Technology 5,421.0 $211K 0.02% -9K -61.7% $38.88 +6.3%
327 XLY SELECT SECTOR SPDR TR 1,784.0 $209K 0.02% +76.0 +4.5% $117.28 +0.6%
328 DELL DELL TECHNOLOGIES INC Technology 480.0 $207K 0.02% +140.0 +41.2% $431.46 +2.4%
329 AVY AVERY DENNISON CORP Industrials 1,263.0 $205K 0.02% $162.35 +13.2%
330 SPIB SPDR SERIES TRUST 6,109.0 $204K 0.02% +165.0 +2.8% $33.46 -1.1%
331 HBAN HUNTINGTON BANCSHARES INC Financial Services 11,241.0 $199K 0.02% $17.73 -3.9%
332 QUAL ISHARES TR 908.0 $199K 0.02% +103.0 +12.8% $219.43 +1.7%
333 FISV FISERV INC Technology 3,905.0 $192K 0.01% -540.0 -12.2% $49.05 +7.2%
334 ROAD CONSTRUCTION PARTNERS INC Industrials 1,587.0 $188K 0.01% $118.77 -5.6%
335 VTR VENTAS INC Real Estate 2,120.0 $188K 0.01% $88.80 +4.8%
336 BA BOEING CO Industrials 858.0 $186K 0.01% -75.0 -8.0% $216.47 -1.0%
337 TGT TARGET CORP Consumer Defensive 1,422.0 $186K 0.01% +8.0 +0.6% $130.61 +26.7%
338 AXON AXON ENTERPRISE INC Industrials 331.0 $186K 0.01% -314.0 -48.7% $560.61 +12.0%
339 IYW ISHARES TR 733.0 $185K 0.01% $252.23 -2.0%
340 OTIS OTIS WORLDWIDE CORP Industrials 2,569.0 $184K 0.01% -205.0 -7.4% $71.60 -0.2%
Page 17 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%