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Portfolio (Quarterly) Guide ↗

Caldwell Trust Co

· CIK 0002080218
13F Portfolio $1.1B AUM 819 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 754 New
Page 20 of 38  ·  754 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 BALL BALL CORP Consumer Cyclical 2,206.0 $117K 0.01% NEW $52.97 +4.1%
382 FDX FEDEX CORP Industrials 400.0 $116K 0.01% NEW $288.86 +42.8%
383 ODFL OLD DOMINION FREIGHT LINE IN Industrials 720.0 $113K 0.01% NEW $156.80 +41.5%
384 GNR SPDR INDEX SHS FDS 1,800.0 $112K 0.01% NEW $62.14 +18.8%
385 GDX VANECK ETF TRUST 1,300.0 $112K 0.01% NEW $85.77 +5.2%
386 SUSA ISHARES TR 800.0 $111K 0.01% NEW $139.34 +10.4%
387 IEMG ISHARES INC 1,656.0 $111K 0.01% NEW $67.22 +24.8%
388 CSL CARLISLE COS INC Industrials 337.0 $108K 0.01% NEW $319.86 +8.8%
389 SCHA SCHWAB STRATEGIC TR 3,677.0 $105K 0.01% NEW $28.48 +19.5%
390 EEM ISHARES TR 1,910.0 $104K 0.01% NEW $54.71 +26.1%
391 HCI HCI GROUP INC Financial Services 544.0 $104K 0.01% NEW $191.69 -19.9%
392 FDS FACTSET RESH SYS INC Financial Services 357.0 $104K 0.01% NEW $290.19 -15.8%
393 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 1,350.0 $104K 0.01% NEW $76.67 +14.8%
394 SHY ISHARES TR 1,249.0 $103K 0.01% NEW $82.82 -0.6%
395 LNT ALLIANT ENERGY CORP Utilities 1,555.0 $101K 0.01% NEW $65.01 +10.3%
396 ULTA ULTA BEAUTY INC Consumer Cyclical 166.0 $100K 0.01% NEW $605.01 -15.4%
397 MU MICRON TECHNOLOGY INC Technology 350.0 $100K 0.01% NEW $285.41 +240.4%
398 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 280.0 $98K 0.01% NEW $350.55 +11.6%
399 GOVT ISHARES TR 4,229.0 $97K 0.01% NEW $23.03 -1.0%
400 ESGV VANGUARD WORLD FD 805.0 $97K 0.01% NEW $120.96 +11.0%
Page 20 of 38  ·  754 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 27.8%
Financial Services 21.9%
Healthcare 9.6%
Industrials 9.2%
Consumer Cyclical 8.9%
Communication Services 7.6%
Consumer Defensive 6.6%
Utilities 3.7%
Energy 3.0%
Basic Materials 1.2%