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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 30 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 963.0 $25K 0.00% -963.0 -50.0% $25.55 +1.2%
582 PAA PLAINS ALL AMERN PIPELINE L Energy 1,103.0 $25K 0.00% -1K -50.0% $22.26 +10.6%
583 ORI OLD REP INTL CORP Financial Services 600.0 $25K 0.00% $40.92 +1.6%
584 PTLC PACER FDS TR 420.0 $24K 0.00% $58.26 +2.4%
585 AUSF GLOBAL X FDS 500.0 $24K 0.00% $48.86 +6.5%
586 HRL HORMEL FOODS CORP Consumer Defensive 984.0 $24K 0.00% $24.82 -3.7%
587 WPM WHEATON PRECIOUS METALS CORP Basic Materials 215.0 $24K 0.00% -215.0 -50.0% $112.32 +40.5%
588 CNI CANADIAN NATL RY CO Industrials 201.0 $24K 0.00% -449.0 -69.1% $119.24 +8.9%
589 NLR VANECK ETF TRUST 204.0 $24K 0.00% NEW $115.98 +3.4%
590 OEF ISHARES TR 64.0 $23K 0.00% $365.88 +3.3%
591 MTUM ISHARES TR 68.0 $23K 0.00% $342.82 -11.0%
592 XME SPDR SERIES TRUST 215.0 $23K 0.00% NEW $106.93 +11.6%
593 EVT EATON VANCE TAX ADVT DIV INC Financial Services 816.0 $23K 0.00% $27.68 +5.2%
594 FN FABRINET Technology 40.0 $22K 0.00% NEW $562.08 -22.3%
595 EVEREST GROUP LTD 62.0 $22K 0.00% $357.23
596 MDU MDU RES GROUP INC Industrials 1,040.0 $22K 0.00% $21.21 -5.9%
597 IAC PEOPLE INC Technology 475.0 $22K 0.00% $46.16 -0.0%
598 FDS FACTSET RESH SYS INC Financial Services 95.0 $22K 0.00% -262.0 -73.4% $230.08 +30.3%
599 BKLN INVESCO EXCH TRADED FD TR II 1,055.0 $21K 0.00% $20.37 +1.1%
600 VOX VANGUARD WORLD FD 116.0 $21K 0.00% +16.0 +16.0% $183.95 +1.1%
Page 30 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%