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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 27 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 IDXX IDEXX LABS INC Healthcare 76.0 $40K 0.00% $526.43 +5.8%
522 RGLD ROYAL GOLD INC Basic Materials 200.0 $40K 0.00% $199.61 +29.8%
523 TAXF AMERICAN CENTY ETF TR 770.0 $39K 0.00% $50.84 -2.2%
524 CIVB CIVISTA BANCSHARES INC Financial Services 1,387.0 $39K 0.00% $28.22 -2.2%
525 BBH VANECK ETF TRUST 192.0 $39K 0.00% $203.24 +18.7%
526 MTCH MATCH GROUP INC NEW Communication Services 1,025.0 $39K 0.00% $38.05 +7.4%
527 VLTO VERALTO CORP Industrials 439.0 $39K 0.00% +121.0 +38.0% $88.68 +11.4%
528 RYN RAYONIER INC Real Estate 1,829.0 $39K 0.00% $21.28 -0.4%
529 FCN FTI CONSULTING INC Industrials 261.0 $39K 0.00% -261.0 -50.0% $149.01 +4.5%
530 OMC OMNICOM GROUP INC Communication Services 525.0 $38K 0.00% -137.0 -20.7% $72.83 +20.2%
531 WPC WP CAREY INC Real Estate 527.0 $38K 0.00% +227.0 +75.7% $71.50 -0.4%
532 ACLS AXCELIS TECHNOLOGIES INC Technology 195.0 $37K 0.00% NEW $189.45 -32.9%
533 DON WISDOMTREE TR 650.0 $37K 0.00% $56.52 +3.1%
534 FVD FIRST TR EXCHANGE-TRADED FD 759.0 $37K 0.00% -600.0 -44.1% $48.18 +5.2%
535 OGS ONE GAS INC Utilities 466.0 $36K 0.00% $77.07 +2.3%
536 PAVE GLOBAL X FDS 600.0 $35K 0.00% NEW $58.92 -4.3%
537 CINF CINCINNATI FINL CORP Financial Services 190.0 $35K 0.00% $185.14 -9.1%
538 WDC WESTERN DIGITAL CORP Technology 55.0 $35K 0.00% +35.0 +175.0% $638.73 -28.1%
539 MFC MANULIFE FINL CORP Financial Services 853.0 $35K 0.00% $40.51 +4.9%
540 VGK VANGUARD INTL EQUITY INDEX F 390.0 $35K 0.00% $88.54 +4.7%
Page 27 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%