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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 24 of 38  ·  754 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SOUTHSTATE BK CORP 621.0 $58K 0.01% NEW $94.11
462 SBCF SEACOAST BKG CORP FLA Financial Services 1,829.0 $57K 0.01% NEW $31.42 -3.3%
463 DDWM WISDOMTREE TR 1,304.0 $57K 0.01% NEW $43.54 +7.8%
464 ASH ASHLAND INC Basic Materials 956.0 $56K 0.01% NEW $58.67 -1.1%
465 ARW ARROW ELECTRS INC Technology 500.0 $55K 0.01% NEW $110.18 +95.2%
466 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 1,096.0 $55K 0.01% NEW $50.02 -21.0%
467 BCV BANCROFT FD LTD Financial Services 2,479.0 $55K 0.01% NEW $22.10 +19.8%
468 WELLS FARGO CO NEW 45.0 $55K 0.01% NEW $1212.00
469 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 224.0 $54K 0.01% NEW $242.82 +1.2%
470 RS RELIANCE INC Basic Materials 186.0 $54K 0.01% NEW $288.87 +32.3%
471 BKNG BOOKING HOLDINGS INC Consumer Cyclical 10.0 $54K 0.01% NEW $5355.30 -96.9%
472 TD TORONTO DOMINION BK ONT Financial Services 560.0 $53K 0.01% NEW $94.20 +18.7%
473 CINF CINCINNATI FINL CORP Financial Services 320.0 $52K 0.01% NEW $163.32 -2.7%
474 BLOCK INC 800.0 $52K 0.01% NEW $65.09
475 FCX FREEPORT-MCMORAN INC Basic Materials 1,025.0 $52K 0.01% NEW $50.79 +29.8%
476 NTRS NORTHERN TR CORP Financial Services 381.0 $52K 0.01% NEW $136.59 +22.4%
477 CENCORA INC 154.0 $52K 0.01% NEW $337.75
478 CF CF INDS HLDGS INC Basic Materials 666.0 $52K 0.01% NEW $77.34 +47.7%
479 IDXX IDEXX LABS INC Healthcare 76.0 $51K 0.01% NEW $676.53 -15.8%
480 SJM SMUCKER J M CO Consumer Defensive 525.0 $51K 0.01% NEW $97.81 +6.7%
Page 24 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%