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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 7 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DVY ISHARES TR 11,747.0 $1.8M 0.15% -221.0 -1.9% $156.30 +5.0%
122 JNK SPDR SERIES TRUST 18,980.0 $1.8M 0.15% -727.0 -3.7% $96.37 -0.5%
123 VTV VANGUARD INDEX FDS 8,362.0 $1.8M 0.15% $217.93 +3.9%
124 KR KROGER CO Consumer Defensive 32,261.0 $1.8M 0.14% +2K +5.2% $55.53 +4.3%
125 PAYX PAYCHEX INC Industrials 18,036.0 $1.8M 0.14% -3K -12.6% $98.33 +26.6%
126 BMY BRISTOL-MYERS SQUIBB CO Healthcare 30,189.0 $1.7M 0.14% -3K -8.9% $57.62 +16.3%
127 AON AON PLC Financial Services 5,200.0 $1.7M 0.14% $331.69 +7.1%
128 OUSA ALPS ETF TR 28,797.0 $1.7M 0.14% -360.0 -1.2% $58.33 +6.6%
129 CRM SALESFORCE INC Technology 10,716.0 $1.7M 0.14% -3K -22.2% $156.66 +33.5%
130 SCHW SCHWAB CHARLES CORP Financial Services 17,940.0 $1.7M 0.13% -2K -11.8% $92.27 +21.7%
131 GEV GE VERNOVA INC Utilities 1,400.0 $1.6M 0.13% +319.0 +29.5% $1174.86 -18.6%
132 MO ALTRIA GROUP INC Consumer Defensive 22,385.0 $1.6M 0.13% -3K -10.4% $71.95 -8.1%
133 AZN ASTRAZENECA PLC Healthcare 8,454.0 $1.6M 0.13% +2K +27.7% $189.62 -12.5%
134 ITW ILLINOIS TOOL WKS INC Industrials 5,895.0 $1.6M 0.13% $270.47 +4.4%
135 GD GENERAL DYNAMICS CORP Industrials 4,499.0 $1.6M 0.13% +778.0 +20.9% $354.24 +8.5%
136 UNH UNITEDHEALTH GROUP INC Healthcare 3,804.0 $1.6M 0.13% -71.0 -1.8% $415.63 -6.1%
137 ECL ECOLAB INC Basic Materials 5,579.0 $1.6M 0.13% -31.0 -0.6% $278.61 +1.1%
138 WFC WELLS FARGO & CO Financial Services 18,677.0 $1.5M 0.12% $82.64 +1.5%
139 SPYG SPDR SERIES TRUST 12,569.0 $1.5M 0.12% $118.99 +1.0%
140 FNWD FINWARD BANCORP Financial Services 40,430.0 $1.5M 0.12% $36.78 +18.3%
Page 7 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%