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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 24 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 6,749.0 $66K 0.01% $9.81 +1.0%
462 SMH VANECK ETF TRUST 100.0 $66K 0.01% NEW $655.89 -14.6%
463 LNG CHENIERE ENERGY INC Energy 274.0 $65K 0.01% $239.01 +16.1%
464 FCX FREEPORT MCMORAN INC Basic Materials 1,025.0 $64K 0.01% $62.89 +21.9%
465 ARW ARROW ELECTRS INC Technology 300.0 $64K 0.01% -200.0 -40.0% $213.41 -1.2%
466 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 1,858.0 $63K 0.01% -2K -49.7% $34.00 +8.5%
467 DBEF DBX ETF TR 1,153.0 $63K 0.01% $54.63 +2.2%
468 STRL STERLING INFRASTRUCTURE INC Industrials 75.0 $63K 0.01% NEW $839.36 -38.4%
469 TD TORONTO DOMINION BK ONT Financial Services 515.0 $63K 0.01% -30.0 -5.5% $121.43 -3.5%
470 SOUTHSTATE BK CORP 621.0 $62K 0.01% $99.90
471 NOW SERVICENOW INC Technology 614.0 $61K 0.01% -1K -65.7% $99.28 +29.4%
472 SBCF SEACOAST BKG CORP FLA Financial Services 1,829.0 $61K 0.01% $33.25 +4.1%
473 BLOCK INC 800.0 $61K 0.01% $76.00
474 MLM MARTIN MARIETTA MATLS INC Basic Materials 105.0 $61K 0.01% $576.70 -7.2%
475 CLX CLOROX CO DEL Consumer Defensive 633.0 $60K 0.01% $95.44 +11.8%
476 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 1,096.0 $60K 0.01% $54.90 -18.9%
477 SJM SMUCKER J M CO Consumer Defensive 525.0 $59K 0.01% $112.50 +10.5%
478 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 224.0 $59K 0.01% $263.26 +40.0%
479 IRT INDEPENDENCE RLTY TR INC Real Estate 3,452.0 $58K 0.01% $16.69 -0.6%
480 BRO BROWN & BROWN INC Financial Services 895.0 $57K 0.01% -218.0 -19.6% $64.15 +13.7%
Page 24 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%