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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 35 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 PKB INVESCO EXCHANGE TRADED FD T 90.0 $10K 0.00% NEW $112.06 -9.8%
682 QTEC FIRST TR EXCHANGE-TRADED FD 30.0 $10K 0.00% $334.70 -6.1%
683 WES WESTERN MIDSTREAM PARTNERS L Energy 225.0 $10K 0.00% NEW $43.76 +10.5%
684 DG DOLLAR GEN CORP Consumer Defensive 85.0 $10K 0.00% $115.11 +7.2%
685 ABM ABM INDS INC Industrials 220.0 $10K 0.00% $44.24 +5.8%
686 EIX EDISON INTL Utilities 130.0 $10K 0.00% $74.45 -3.8%
687 VIOV VANGUARD ADMIRAL FDS INC 80.0 $9K 0.00% $117.33 +1.3%
688 ROL ROLLINS INC Consumer Cyclical 224.0 $9K 0.00% $41.74 -11.6%
689 TDY TELEDYNE TECHNOLOGIES INC Technology 14.0 $9K 0.00% $666.93 -4.6%
690 PFFD GLOBAL X FDS 498.0 $9K 0.00% $18.69 -1.6%
691 KHC KRAFT HEINZ CO Consumer Defensive 389.0 $9K 0.00% $23.62 +8.3%
692 SMLF ISHARES TR 103.0 $9K 0.00% NEW $89.14 +0.2%
693 CAG CONAGRA BRANDS INC Consumer Defensive 656.0 $9K 0.00% $13.46 +22.2%
694 ECG EVERUS CONSTR GROUP Industrials 52.0 $9K 0.00% $165.94 -24.1%
695 IUSB ISHARES TR 184.0 $8K 0.00% $46.15 -1.6%
696 WS WORTHINGTON STL INC Basic Materials 252.0 $8K 0.00% $33.58 +4.0%
697 BROWN FORMAN CORP 305.0 $8K 0.00% $27.36
698 KDP KEURIG DR PEPPER INC Consumer Defensive 250.0 $8K 0.00% $32.73 -2.1%
699 FTF FRANKLIN LTD DURATION INCOME Financial Services 1,400.0 $8K 0.00% -1K -50.0% $5.79 -0.1%
700 ILCV ISHARES TR 80.0 $8K 0.00% $101.24 +6.8%
Page 35 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%