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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 23 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SCHF SCHWAB STRATEGIC TR 2,922.0 $81K 0.01% $27.70 +2.7%
442 NEM NEWMONT CORP Basic Materials 865.0 $81K 0.01% -329.0 -27.6% $93.40 +40.9%
443 OGE OGE ENERGY CORP Utilities 1,654.0 $80K 0.01% +22.0 +1.4% $48.66 -6.2%
444 CB CHUBB LIMITED Financial Services 233.0 $79K 0.01% +39.0 +20.1% $340.74 +0.1%
445 SCHV SCHWAB STRATEGIC TR 2,235.0 $78K 0.01% $34.81 +0.4%
446 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 874.0 $77K 0.01% -340.0 -28.0% $88.60 -36.6%
447 SATS ECHOSTAR CORP Technology 750.0 $76K 0.01% NEW $101.50 -14.3%
448 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 6,473.0 $76K 0.01% $11.74 -4.4%
449 ULTA ULTA BEAUTY INC Consumer Cyclical 166.0 $75K 0.01% $450.98 +15.6%
450 FE FIRSTENERGY CORP Utilities 1,524.0 $72K 0.01% +762.0 +100.0% $47.54 -3.3%
451 WAT WATERS CORP Healthcare 188.0 $71K 0.01% -77.0 -29.1% $375.04 +9.5%
452 F FORD MTR CO Consumer Cyclical 5,000.0 $70K 0.01% +2K +97.3% $13.90 +3.7%
453 RS RELIANCE INC Basic Materials 186.0 $69K 0.01% $373.60 +3.8%
454 ESG FLEXSHARES TR 395.0 $69K 0.01% $175.79 +3.5%
455 IWB ISHARES TR 168.0 $69K 0.01% $409.50 +2.5%
456 ARTY ISHARES TR 900.0 $69K 0.01% +100.0 +12.5% $76.16 -2.6%
457 CCJ CAMECO CORP Energy 672.0 $68K 0.01% -672.0 -50.0% $101.86 +0.6%
458 AWK AMERICAN WTR WKS CO INC NEW Utilities 518.0 $68K 0.01% $131.58 +2.9%
459 VRT VERTIV HOLDINGS CO Industrials 200.0 $67K 0.01% +100.0 +100.0% $334.82 -21.8%
460 NTRS NORTHERN TR CORP Financial Services 381.0 $66K 0.01% $173.84 +5.8%
Page 23 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%