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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 21 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 USMV ISHARES TR 1,095.0 $106K 0.01% $96.46 +4.9%
402 SNY SANOFI SA Healthcare 2,473.0 $105K 0.01% -176.0 -6.6% $42.66 +7.5%
403 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 3,485.0 $105K 0.01% -3K -50.0% $30.17 +16.0%
404 VGSH VANGUARD SCOTTSDALE FDS 1,798.0 $105K 0.01% -933.0 -34.2% $58.20 -0.1%
405 O REALTY INCOME CORP Real Estate 1,688.0 $105K 0.01% $61.96 +1.0%
406 SHY ISHARES TR 1,249.0 $103K 0.01% $82.11 -0.1%
407 BEN FRANKLIN RESOURCES INC Financial Services 3,009.0 $100K 0.01% $33.27 +3.1%
408 APA APA CORPORATION Energy 3,045.0 $99K 0.01% NEW $32.57 +33.2%
409 FIX COMFORT SYS USA INC Industrials 50.0 $99K 0.01% +40.0 +400.0% $1981.96 -16.5%
410 FTEC FIDELITY COVINGTON TRUST 346.0 $99K 0.01% $285.58 -1.0%
411 SON SONOCO PRODS CO Consumer Cyclical 1,748.0 $98K 0.01% -462.0 -20.9% $56.35 +5.6%
412 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 8,245.0 $98K 0.01% $11.90 -4.2%
413 GOVT ISHARES TR 4,229.0 $96K 0.01% $22.78 -1.4%
414 PEY INVESCO EXCHANGE TRADED FD T 4,130.0 $96K 0.01% $23.18 +8.6%
415 HCI HCI GROUP INC Financial Services 544.0 $95K 0.01% $175.25 +4.1%
416 XBI SPDR SERIES TRUST 600.0 $95K 0.01% -60.0 -9.1% $158.25 +4.7%
417 FLRN SPDR SERIES TRUST 3,060.0 $94K 0.01% $30.85 -0.1%
418 WOR WORTHINGTON ENTERPRISES INC Industrials 1,754.0 $94K 0.01% $53.76 +5.8%
419 HPQ HP INC Technology 4,281.0 $94K 0.01% -2K -36.2% $21.94 +35.4%
420 AOK ISHARES TR 2,250.0 $93K 0.01% $41.48 -0.4%
Page 21 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%