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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 31 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 BAX BAXTER INTL INC Healthcare 1,000.0 $21K 0.00% $21.32 +23.5%
602 FLOT ISHARES TR 412.0 $21K 0.00% $51.05 -0.1%
603 EFAV ISHARES TR 237.0 $21K 0.00% +25.0 +11.8% $87.71 +7.9%
604 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 1,534.0 $21K 0.00% $13.44 -3.6%
605 SPPP SPROTT ASSET MANAGEMENT LP Financial Services 1,640.0 $20K 0.00% $12.45 +19.4%
606 NGG NATIONAL GRID PLC Utilities 246.0 $20K 0.00% +17.0 +7.4% $82.87 -3.8%
607 SSNC SS&C TECH HLDGS Technology 324.0 $20K 0.00% $62.05 +33.7%
608 EFX EQUIFAX INC Industrials 126.0 $20K 0.00% $158.72 +21.4%
609 CRWV COREWEAVE INC Technology 200.0 $20K 0.00% $99.54 -11.7%
610 TTC TORO CO Industrials 200.0 $19K 0.00% $97.42 +2.1%
611 EXR EXTRA SPACE STORAGE INC Real Estate 134.0 $19K 0.00% $145.30 +1.0%
612 NFG NATIONAL FUEL GAS CO Energy 252.0 $19K 0.00% NEW $77.21 +6.8%
613 LH LABCORP HOLDINGS INC Healthcare 69.0 $19K 0.00% -18.0 -20.7% $280.00 +20.1%
614 RGTI RIGETTI COMPUTING INC Technology 1,000.0 $19K 0.00% $19.32 -7.3%
615 IEX IDEX CORP Industrials 85.0 $19K 0.00% $226.95 +3.3%
616 IAT ISHARES TR 305.0 $19K 0.00% $62.21 +0.3%
617 IJK ISHARES TR 159.0 $19K 0.00% $117.50 -1.7%
618 GEN GEN DIGITAL INC Technology 740.0 $18K 0.00% $24.89 +16.2%
619 NBTB NBT BANCORP INC Financial Services 372.0 $18K 0.00% $49.37 +5.5%
620 DTM DT MIDSTREAM INC Energy 125.0 $18K 0.00% $146.74 -13.6%
Page 31 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%