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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 16 of 38  ·  754 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VXUS VANGUARD STAR FDS 3,256.0 $246K 0.02% NEW $75.44 +14.0%
302 RY ROYAL BK CDA Financial Services 1,435.0 $245K 0.02% NEW $170.49 +10.8%
303 DNP DNP SELECT INCOME FD INC Financial Services 24,400.0 $244K 0.02% NEW $9.99 +7.6%
304 XLU SELECT SECTOR SPDR TR 5,650.0 $241K 0.02% NEW $42.69 +4.5%
305 SBUX STARBUCKS CORP Consumer Cyclical 2,841.0 $239K 0.02% NEW $84.21 +19.6%
306 XLRE SELECT SECTOR SPDR TR 5,924.0 $239K 0.02% NEW $40.35 +10.1%
307 ONB OLD NATL BANCORP IND Financial Services 10,689.0 $238K 0.02% NEW $22.31 +7.6%
308 HYMB SPDR SERIES TRUST 9,362.0 $233K 0.02% NEW $24.94 +1.0%
309 OXY OCCIDENTAL PETE CORP Energy 5,619.0 $231K 0.02% NEW $41.12 +39.4%
310 IBB ISHARES TR 1,368.0 $231K 0.02% NEW $168.77 +2.1%
311 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 6,970.0 $230K 0.02% NEW $33.02 +3.0%
312 AVY AVERY DENNISON CORP Industrials 1,263.0 $230K 0.02% NEW $181.88 -11.4%
313 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 19,517.0 $221K 0.02% NEW $11.30 +1.2%
314 DFAS DIMENSIONAL ETF TRUST 3,146.0 $219K 0.02% NEW $69.67 +13.3%
315 EPD ENTERPRISE PRODS PARTNERS L Energy 6,830.0 $219K 0.02% NEW $32.06 +17.0%
316 SPHD INVESCO EXCH TRADED FD TR II 4,553.0 $219K 0.02% NEW $48.00 +4.4%
317 IP INTERNATIONAL PAPER CO Consumer Cyclical 5,546.0 $218K 0.02% NEW $39.39 -15.4%
318 MET METLIFE INC Financial Services 2,759.0 $218K 0.02% NEW $78.94 +3.8%
319 DTE DTE ENERGY CO Utilities 1,688.0 $218K 0.02% NEW $128.98 +11.2%
320 XLY SELECT SECTOR SPDR TR 1,802.0 $215K 0.02% NEW $119.41 +2.2%
Page 16 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%