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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 34 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 BN BROOKFIELD CORP Financial Services 288.0 $12K 0.00% $42.59 -2.1%
662 NET CLOUDFLARE INC Technology 50.0 $12K 0.00% $245.28 +19.5%
663 VRP INVESCO EXCH TRADED FD TR II 500.0 $12K 0.00% $24.31 -0.6%
664 THOMSON REUTERS CORP 147.0 $12K 0.00% NEW $81.67
665 SBAC SBA COMMUNICATIONS CORP Real Estate 68.0 $12K 0.00% $176.46 +3.5%
666 LANDBRIDGE COMPANY LLC 150.0 $12K 0.00% NEW $79.24
667 VFH VANGUARD WORLD FD 90.0 $12K 0.00% $131.60 +6.9%
668 GNRC GENERAC HLDGS INC Industrials 40.0 $12K 0.00% $292.80 -29.7%
669 ADC AGREE RLTY CORP Real Estate 150.0 $11K 0.00% $75.74 -2.5%
670 AEE AMEREN CORP Utilities 100.0 $11K 0.00% $113.04 -6.1%
671 JAAA JANUS DETROIT STR TR 222.0 $11K 0.00% NEW $50.49 +0.4%
672 FXL FIRST TR EXCHANGE-TRADED FD 50.0 $11K 0.00% $217.22 -1.2%
673 SUB ISHARES TR 101.0 $11K 0.00% -100.0 -49.8% $106.47 -0.2%
674 VYMI VANGUARD WHITEHALL FDS 109.0 $11K 0.00% $98.20 +7.2%
675 PPA INVESCO EXCHANGE TRADED FD T 60.0 $11K 0.00% NEW $176.65 -1.7%
676 FSTA FIDELITY COVINGTON TRUST 200.0 $11K 0.00% $52.54 +2.9%
677 BEP BROOKFIELD RENEWABLE ENERGY Utilities 300.0 $10K 0.00% NEW $34.73 -5.6%
678 AWP ABRDN GLOBAL PREMIER PPTYS F Financial Services 868.0 $10K 0.00% -867.0 -50.0% $11.84 -0.3%
679 UFO PROCURE ETF TRUST II 200.0 $10K 0.00% NEW $50.67 -9.4%
680 TGLR WEDBUSH SER TR 250.0 $10K 0.00% NEW $40.50 -0.5%
Page 34 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%