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Portfolio (Quarterly) Guide ↗

Caldwell Trust Co

· CIK 0002080218
13F Portfolio $1.1B AUM 858 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 44 New 118 Added 142 Reduced
Page 40 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CPB THE CAMPBELLS COMPANY Consumer Defensive 12.0 $267.0 — — — $22.25 -9.9%
782 — GENELUX CORPORATION — 100.0 $242.0 — — — $2.42 —
783 BZFD BUZZFEED INC Communication Services 383.0 $233.0 — — — $0.61 +94.8%
784 FMC FMC CORP Basic Materials 10.0 $172.0 — — — $17.20 -47.2%
Page 40 of 40  ·  784 positions

① 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 26.2%
Financial Services 20.8%
Industrials 10.1%
Healthcare 9.7%
Consumer Cyclical 8.7%
Consumer Defensive 7.4%
Communication Services 6.9%
Energy 4.3%
Utilities 4.2%
Basic Materials 1.3%