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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 25 of 38  ·  754 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 JHMM JOHN HANCOCK EXCHANGE TRADED 780.0 $51K 0.01% NEW $65.48 +12.0%
482 WPM WHEATON PRECIOUS METALS CORP Basic Materials 430.0 $51K 0.00% NEW $117.52 +12.2%
483 IT GARTNER INC Technology 200.0 $50K 0.00% NEW $252.28 -35.3%
484 TSCO TRACTOR SUPPLY CO Consumer Cyclical 1,000.0 $50K 0.00% NEW $50.01 -38.1%
485 CVS CVS HEALTH CORP Healthcare 630.0 $50K 0.00% NEW $79.36 +15.2%
486 LNG CHENIERE ENERGY INC Energy 257.0 $50K 0.00% NEW $194.39 +16.2%
487 ATO ATMOS ENERGY CORP Utilities 295.0 $49K 0.00% NEW $167.63 +2.1%
488 AMCOR PLC 5,856.0 $49K 0.00% NEW $8.34
489 FRME FIRST MERCHANTS CORP Financial Services 1,300.0 $49K 0.00% NEW $37.48 +8.3%
490 VLTO VERALTO CORP Industrials 473.0 $47K 0.00% NEW $99.78 -15.7%
491 FNCL FIDELITY COVINGTON TRUST 600.0 $47K 0.00% NEW $77.74 -5.3%
492 WCN WASTE CONNECTIONS INC Industrials 264.0 $46K 0.00% NEW $175.36 -14.4%
493 ZS ZSCALER INC Technology 200.0 $45K 0.00% NEW $224.92 -40.4%
494 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 1,926.0 $45K 0.00% NEW $23.32 +9.4%
495 RGLD ROYAL GOLD INC Basic Materials 200.0 $44K 0.00% NEW $222.29 +1.4%
496 BSCR INVESCO EXCH TRD SLF IDX FD 2,245.0 $44K 0.00% NEW $19.74 -0.5%
497 RWR SPDR SERIES TRUST 450.0 $44K 0.00% NEW $98.23 +12.3%
498 SPMD SPDR SERIES TRUST 758.0 $44K 0.00% NEW $57.91 +12.9%
499 XYL XYLEM INC Industrials 320.0 $44K 0.00% NEW $136.18 -19.1%
500 ET ENERGY TRANSFER L P Energy 2,627.0 $43K 0.00% NEW $16.49 +16.6%
Page 25 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%