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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 37 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 HYGV FLEXSHARES TR 135.0 $5K $40.26 -0.3%
722 FLO FLOWERS FOODS INC Consumer Defensive 681.0 $5K $7.90 -12.0%
723 BTZ BLACKROCK CR ALLOCATION Financial Services 525.0 $5K -524.0 -50.0% $10.22 -0.7%
724 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 669.0 $5K $7.88 -4.7%
725 LDUR PIMCO ETF TR 54.0 $5K $95.61 -0.2%
726 VSNT VERSANT MEDIA GROUP INC Industrials 143.0 $5K -44.0 -23.5% $36.01 +7.6%
727 AIG AMERICAN INTL GROUP INC Financial Services 66.0 $5K $74.53 +2.1%
728 IXJ ISHARES TR 50.0 $5K $98.38 +8.6%
729 ET ENERGY TRANSFER L P Energy 250.0 $5K NEW $19.12 +10.8%
730 RSG REPUBLIC SVCS INC Industrials 22.0 $5K $213.09 +3.6%
731 NBB NUVEEN TAXABLE MUNICPAL INM Financial Services 292.0 $5K $15.78 -2.9%
732 SWKS SKYWORKS SOLUTIONS INC Technology 66.0 $4K $67.80 -1.0%
733 RMD RESMED INC Healthcare 22.0 $4K $194.86 +18.8%
734 GVI ISHARES TR 40.0 $4K $106.10 -0.8%
735 KVUE KENVUE INC Consumer Defensive 222.0 $4K +46.0 +26.1% $19.11 -0.3%
736 FXU FIRST TR EXCHANGE-TRADED FD 82.0 $4K +12.0 +17.1% $49.34 -3.8%
737 AEGON LTD 469.0 $4K $8.44
738 CFR CULLEN FROST BANKERS INC Financial Services 25.0 $4K $154.52 +6.3%
739 IVT INVENTRUST PPTYS CORP Real Estate 106.0 $4K $35.40 -7.6%
740 BHF BRIGHTHOUSE FINL INC Financial Services 59.0 $4K $63.31 -17.4%
Page 37 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%