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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 31 of 38  ·  754 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 IAT ISHARES TR 305.0 $17K 0.00% NEW $55.15 +3.9%
602 VRT VERTIV HOLDINGS CO Industrials 100.0 $16K 0.00% NEW $162.01 +94.7%
603 VST VISTRA CORP Utilities 100.0 $16K 0.00% NEW $161.33 -0.4%
604 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 1,534.0 $16K 0.00% NEW $10.48 +21.2%
605 MIDD MIDDLEBY CORP Industrials 106.0 $16K 0.00% NEW $148.67 +3.3%
606 TTC TORO CO Industrials 200.0 $16K 0.00% NEW $78.72 +14.4%
607 AOA ISHARES TR 175.0 $16K 0.00% NEW $89.56 +9.3%
608 NBTB NBT BANCORP INC Financial Services 372.0 $15K 0.00% NEW $41.52 +11.0%
609 IJK ISHARES TR 159.0 $15K 0.00% NEW $96.88 +17.4%
610 CNP CENTERPOINT ENERGY INC Utilities 400.0 $15K 0.00% NEW $38.34 +10.3%
611 JOBY JOBY AVIATION INC Industrials 1,160.0 $15K 0.00% NEW $13.20 -7.9%
612 DHS WISDOMTREE TR 150.0 $15K 0.00% NEW $101.82 +10.5%
613 LULU LULULEMON ATHLETICA INC Consumer Cyclical 73.0 $15K 0.00% NEW $207.81 -36.9%
614 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 1,400.0 $15K 0.00% NEW $10.82 +3.3%
615 IEX IDEX CORP Industrials 85.0 $15K 0.00% NEW $177.94 +17.9%
616 LKQ LKQ CORP Consumer Cyclical 500.0 $15K 0.00% NEW $30.20 -10.3%
617 DTM DT MIDSTREAM INC Energy 125.0 $15K 0.00% NEW $119.68 +19.4%
618 PULS PGIM ETF TR 300.0 $15K 0.00% NEW $49.59 +0.3%
619 SU SUNCOR ENERGY INC NEW Energy 327.0 $15K 0.00% NEW $44.36 +43.4%
620 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 56.0 $14K 0.00% NEW $256.04 -15.1%
Page 31 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%