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Portfolio (Quarterly) Guide ↗

Caldwell Trust Co

· CIK 0002080218
13F Portfolio $1.1B AUM 858 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 44 New 118 Added 142 Reduced 14 Exited
Page 5 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VTIP VANGUARD MALVERN FDS 10,620.0 $530K 0.05% -500.0 -4.5% $49.95 +0.8%
82 TIP ISHARES TR 4,718.0 $521K 0.05% -794.0 -14.4% $110.36 +0.5%
83 Q QNITY ELECTRONICS INC Technology 4,271.0 $493K 0.04% -2K -34.9% $115.38 +37.9%
84 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 6,190.0 $441K 0.04% -538.0 -8.0% $71.18 -10.3%
85 XLB SELECT SECTOR SPDR TR 8,810.0 $440K 0.04% -610.0 -6.5% $49.97 +2.4%
86 AFL AFLAC INC Financial Services 3,965.0 $435K 0.04% -75.0 -1.9% $109.71 +4.7%
87 IHI ISHARES TR 7,942.0 $424K 0.04% -162.0 -2.0% $53.35 -7.8%
88 TRGP TARGA RES CORP Energy 1,658.0 $416K 0.04% -1K -40.3% $250.73 +5.2%
89 CIBR FIRST TR EXCHANGE-TRADED FD 6,223.0 $390K 0.04% -345.0 -5.2% $62.68 +30.9%
90 DLR DIGITAL RLTY TR INC Real Estate 2,150.0 $387K 0.04% -11.0 -0.5% $180.21 +6.4%
91 VEU VANGUARD INTL EQUITY INDEX F 4,846.0 $364K 0.03% -81.0 -1.6% $75.10 +11.6%
92 ZTS ZOETIS INC Healthcare 2,938.0 $347K 0.03% -1K -31.1% $118.21 -32.8%
93 AJG GALLAGHER ARTHUR J & CO Financial Services 1,522.0 $330K 0.03% -936.0 -38.1% $216.58 -6.3%
94 UNILEVER PLC 5,553.0 $316K 0.03% -56.0 -1.0% $56.97
95 SDY SPDR SERIES TRUST 1,974.0 $288K 0.03% -21.0 -1.1% $145.94 +2.8%
96 AXON AXON ENTERPRISE INC Industrials 645.0 $274K 0.02% -291.0 -31.1% $424.69 -7.9%
97 NKE NIKE INC Consumer Cyclical 5,150.0 $272K 0.02% -4K -40.7% $52.82 -12.9%
98 VOE VANGUARD INDEX FDS 1,472.0 $271K 0.02% -37.0 -2.5% $184.28 +5.7%
99 AVB AVALONBAY CMNTYS INC Real Estate 1,519.0 $248K 0.02% -577.0 -27.5% $163.35 +14.0%
100 OTIS OTIS WORLDWIDE CORP Industrials 2,774.0 $214K 0.02% -59.0 -2.1% $77.08 -6.9%
Page 5 of 8  ·  142 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 26.0%
Financial Services 20.7%
Industrials 10.0%
Healthcare 9.6%
Consumer Cyclical 8.6%
Communication Services 7.5%
Consumer Defensive 7.3%
Energy 4.3%
Utilities 4.1%
Basic Materials 1.3%