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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 14 of 38  ·  754 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TFC TRUIST FINL CORP Financial Services 6,826.0 $336K 0.03% NEW $49.21 -2.9%
262 DLR DIGITAL RLTY TR INC Real Estate 2,161.0 $334K 0.03% NEW $154.71 +23.7%
263 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,136.0 $333K 0.03% NEW $293.57 +7.2%
264 GM GENERAL MTRS CO Consumer Cyclical 4,100.0 $333K 0.03% NEW $81.32 +3.7%
265 TRV TRAVELERS COMPANIES INC Financial Services 1,146.0 $332K 0.03% NEW $290.06 +1.5%
266 DFUV DIMENSIONAL ETF TRUST 7,089.0 $330K 0.03% NEW $46.59 +15.2%
267 MPC MARATHON PETE CORP Energy 2,026.0 $329K 0.03% NEW $162.63 +54.5%
268 CTAS CINTAS CORP Industrials 1,743.0 $328K 0.03% NEW $188.07 -8.0%
269 FORTINET INC 4,125.0 $328K 0.03% NEW $79.41
270 EMN EASTMAN CHEM CO Basic Materials 5,000.0 $319K 0.03% NEW $63.83 +19.6%
271 NVS NOVARTIS AG Healthcare 2,310.0 $318K 0.03% NEW $137.87 +9.8%
272 PFM INVESCO EXCHANGE TRADED FD T 6,148.0 $317K 0.03% NEW $51.50 +7.1%
273 COOPER COS INC 3,850.0 $316K 0.03% NEW $81.96
274 DASH DOORDASH INC Communication Services 1,392.0 $315K 0.03% NEW $226.48 -30.8%
275 SNPS SYNOPSYS INC Technology 669.0 $314K 0.03% NEW $469.72 +2.3%
276 ENB ENBRIDGE INC Energy 6,477.0 $310K 0.03% NEW $47.83 +16.2%
277 MCO MOODYS CORP Financial Services 600.0 $307K 0.03% NEW $510.85 -11.8%
278 HYG ISHARES TR 3,764.0 $303K 0.03% NEW $80.63 -0.5%
279 OKE ONEOK INC NEW Energy 4,067.0 $299K 0.03% NEW $73.50 +18.4%
280 FISV FISERV INC Technology 4,445.0 $299K 0.03% NEW $67.17 -16.9%
Page 14 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%