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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 39 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 STT STATE STR CORP Financial Services 14.0 $2K $169.57 +10.4%
762 NWE NORTHWESTERN ENERGY GROUP IN Utilities 33.0 $2K +15.0 +83.3% $71.61 -3.0%
763 SPEU SPDR INDEX SHS FDS 43.0 $2K +19.0 +79.2% $54.88 +4.4%
764 IFRA ISHARES TR 36.0 $2K $63.03 -5.3%
765 RF REGIONS FINANCIAL CORP NEW Financial Services 71.0 $2K $30.20 +0.7%
766 TDIV FIRST TR EXCHANGE TRADED FD 18.0 $2K NEW $114.89 -0.2%
767 YUMC YUM CHINA HLDGS INC Consumer Cyclical 50.0 $2K $40.88 +21.1%
768 BCS BARCLAYS PLC Financial Services 74.0 $2K NEW $26.86 -0.1%
769 TFI SPDR SERIES TRUST 41.0 $2K $45.80 -2.0%
770 ING ING GROEP N.V. Financial Services 53.0 $2K NEW $31.38 +11.0%
771 GSK GSK PLC Healthcare 30.0 $2K NEW $52.43 -0.0%
772 LYG LLOYDS BANKING GROUP PLC Financial Services 246.0 $1K NEW $5.83 +3.3%
773 JMBS JANUS DETROIT STR TR 30.0 $1K NEW $45.00 -1.4%
774 ALC ALCON AG Healthcare 20.0 $1K $67.10 +9.7%
775 NATWEST GROUP PLC 76.0 $1K NEW $17.63
776 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 25.0 $1K -750.0 -96.8% $52.64 +28.3%
777 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 21.0 $1K NEW $60.24 +19.9%
778 BSCU INVESCO EXCH TRD SLF IDX FD 75.0 $1K NEW $16.64 -0.5%
779 HSBC HSBC HLDGS PLC Financial Services 13.0 $1K NEW $95.08 +9.5%
780 RRX REGAL REXNORD CORPORATION Industrials 5.0 $1K $238.20 -30.2%
Page 39 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%