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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 32 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 MIDD MIDDLEBY CORP Industrials 106.0 $18K 0.00% $172.01 -32.9%
622 MUJ BLACKROCK MUNIHLDGS NJ QLTY Financial Services 1,475.0 $18K 0.00% $12.31 -1.0%
623 RPV INVESCO EXCHANGE TRADED FD T 155.0 $18K 0.00% +20.0 +14.8% $113.82 +7.6%
624 CNP CENTERPOINT ENERGY INC Utilities 400.0 $18K 0.00% $44.04 -12.0%
625 ALB ALBEMARLE CORP Basic Materials 130.0 $18K 0.00% -15.0 -10.3% $135.03 +6.1%
626 REGN REGENERON PHARMACEUTICALS Healthcare 28.0 $17K 0.00% $623.54 +33.8%
627 SU SUNCOR ENERGY INC NEW Energy 320.0 $17K 0.00% -7.0 -2.1% $53.68 +27.5%
628 SPACE EXPLORATION TECHN CORP 100.0 $17K 0.00% NEW $170.86
629 AOA ISHARES TR 175.0 $17K 0.00% $97.60 +1.4%
630 DHS WISDOMTREE TR 150.0 $17K 0.00% $113.69 +4.9%
631 TM TOYOTA MOTOR CORP Consumer Cyclical 100.0 $17K 0.00% -27.0 -21.3% $168.42 +17.2%
632 CQP CHENIERE ENERGY PARTNERS L P Energy 268.0 $16K 0.00% -267.0 -49.9% $60.95 +12.2%
633 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 1,400.0 $16K 0.00% $11.41 -4.4%
634 PIZ INVESCO EXCH TRADED FD TR II 280.0 $16K 0.00% +30.0 +12.0% $55.90 -4.1%
635 MTB M & T BK CORP Financial Services 65.0 $15K 0.00% $238.02 +1.0%
636 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 1,200.0 $15K 0.00% $12.89 +1.1%
637 SNX TD SYNNEX CORPORATION Technology 56.0 $15K 0.00% $267.34 -6.4%
638 PULS PGIM ETF TR 300.0 $15K 0.00% $49.55 +0.2%
639 FMAT FIDELITY COVINGTON TRUST 250.0 $15K 0.00% -250.0 -50.0% $58.51 +4.7%
640 JHMM JOHN HANCOCK EXCHANGE TRADED 195.0 $15K 0.00% -390.0 -66.7% $74.96 +1.3%
Page 32 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%