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Portfolio (Quarterly) Guide ↗

Caldwell Trust Co

· CIK 0002080218
13F Portfolio $1.1B AUM 819 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 754 New
Page 11 of 38  ·  754 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 XLV SELECT SECTOR SPDR TR 4,501.0 $697K 0.06% NEW $154.80 -2.6%
202 EXC EXELON CORP Utilities 15,062.0 $657K 0.06% NEW $43.59 +4.7%
203 MRSH MARSH & MCLENNAN COS INC Financial Services 3,531.0 $655K 0.06% NEW $185.52 -13.8%
204 BSX BOSTON SCIENTIFIC CORP Healthcare 6,839.0 $652K 0.06% NEW $95.35 -48.3%
205 MDT MEDTRONIC PLC Healthcare 6,740.0 $647K 0.06% NEW $96.06 -21.4%
206 XLC SELECT SECTOR SPDR TR 5,409.0 $637K 0.06% NEW $117.72 -1.1%
207 AJG GALLAGHER ARTHUR J & CO Financial Services 2,458.0 $636K 0.06% NEW $258.79 -21.7%
208 APH AMPHENOL CORP NEW Technology 4,706.0 $636K 0.06% NEW $135.14 +9.5%
209 VTEB VANGUARD MUN BD FDS 12,285.0 $618K 0.06% NEW $50.29 -0.0%
210 TIP ISHARES TR 5,512.0 $606K 0.05% NEW $109.91 +1.1%
211 IWN ISHARES TR 3,305.0 $599K 0.05% NEW $181.21 +18.9%
212 AMT AMERICAN TOWER CORP NEW Real Estate 3,398.0 $597K 0.05% NEW $175.57 +6.7%
213 ITA ISHARES TR 2,777.0 $596K 0.05% NEW $214.69 +9.6%
214 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,666.0 $594K 0.05% NEW $161.96 -8.3%
215 HCA HCA HEALTHCARE INC Healthcare 1,256.0 $586K 0.05% NEW $466.86 -17.4%
216 INTU INTUIT Technology 880.0 $583K 0.05% NEW $662.42 -52.5%
217 VWO VANGUARD INTL EQUITY INDEX F 10,803.0 $581K 0.05% NEW $53.76 +11.5%
218 TLT ISHARES TR 6,627.0 $578K 0.05% NEW $87.16 -1.7%
219 PNC PNC FINL SVCS GROUP INC Financial Services 2,766.0 $577K 0.05% NEW $208.73 +5.6%
220 VGT VANGUARD WORLD FD 750.0 $565K 0.05% NEW $753.78 -84.2%
Page 11 of 38  ·  754 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 27.8%
Financial Services 21.9%
Healthcare 9.6%
Industrials 9.2%
Consumer Cyclical 8.9%
Communication Services 7.6%
Consumer Defensive 6.6%
Utilities 3.7%
Energy 3.0%
Basic Materials 1.2%