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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 28 of 38  ·  754 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 IUSV ISHARES TR 271.0 $28K 0.00% NEW $102.54 +7.8%
542 UGI UGI CORP NEW Utilities 741.0 $28K 0.00% NEW $37.43 -6.0%
543 FCVT FIRST TR EXCHANGE-TRADED FD 643.0 $28K 0.00% NEW $43.03 +23.6%
544 SPPP SPROTT ASSET MANAGEMENT LP Financial Services 1,640.0 $28K 0.00% NEW $16.84 -11.5%
545 ORI OLD REP INTL CORP Financial Services 600.0 $27K 0.00% NEW $45.64 -17.3%
546 ORRF ORRSTOWN FINL SVCS INC Financial Services 773.0 $27K 0.00% NEW $35.42 +4.8%
547 EFX EQUIFAX INC Industrials 126.0 $27K 0.00% NEW $216.98 -24.5%
548 DAL DELTA AIR LINES INC DEL Industrials 384.0 $27K 0.00% NEW $69.40 +18.9%
549 PNW PINNACLE WEST CAP CORP Utilities 300.0 $27K 0.00% NEW $88.70 +13.7%
550 FMAT FIDELITY COVINGTON TRUST 500.0 $27K 0.00% NEW $53.11 +12.4%
551 BSCQ INVESCO EXCH TRD SLF IDX FD 1,332.0 $26K 0.00% NEW $19.58 -0.2%
552 VCIT VANGUARD SCOTTSDALE FDS 303.0 $25K 0.00% NEW $83.75 -1.2%
553 PRK PARK NATL CORP Financial Services 166.0 $25K 0.00% NEW $152.18 +12.5%
554 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 150.0 $25K 0.00% NEW $166.00 +9.3%
555 NI NISOURCE INC Utilities 594.0 $25K 0.00% NEW $41.76 +12.0%
556 CME CME GROUP INC Financial Services 90.0 $25K 0.00% NEW $273.08 +1.6%
557 LH LABCORP HOLDINGS INC Healthcare 96.0 $24K 0.00% NEW $250.88 +4.7%
558 LECO LINCOLN ELEC HLDGS INC Industrials 100.0 $24K 0.00% NEW $239.64 +8.1%
559 PTLC PACER FDS TR 420.0 $23K 0.00% NEW $55.58 +5.7%
560 HRL HORMEL FOODS CORP Consumer Defensive 984.0 $23K 0.00% NEW $23.70 -0.5%
Page 28 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%