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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 10 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LOW LOWES COS INC Consumer Cyclical 3,396.0 $802K 0.07% -242.0 -6.7% $236.28 -8.6%
182 VBR VANGUARD INDEX FDS 3,595.0 $781K 0.07% +30.0 +0.8% $217.25 +8.5%
183 VXF VANGUARD INDEX FDS 3,768.0 $775K 0.07% $205.80 +14.8%
184 SPYV SPDR SERIES TRUST 13,669.0 $773K 0.07% $56.58 +8.1%
185 J JACOBS SOLUTIONS INC Industrials 6,018.0 $766K 0.07% -6K -51.6% $127.28 -4.2%
186 CARR CARRIER GLOBAL CORPORATION Industrials 13,497.0 $760K 0.07% -75.0 -0.6% $56.31 +13.9%
187 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 61,033.0 $753K 0.07% $12.33 +2.3%
188 EXC EXELON CORP Utilities 15,062.0 $738K 0.07% $49.02 -7.1%
189 IWR ISHARES TR 7,531.0 $732K 0.07% $97.23 +10.4%
190 YUM YUM BRANDS INC Consumer Cyclical 4,653.0 $723K 0.07% $155.48 -5.1%
191 VCSH VANGUARD SCOTTSDALE FDS 9,108.0 $722K 0.07% -251.0 -2.7% $79.27 -0.0%
192 PKG PACKAGING CORP AMER Consumer Cyclical 3,327.0 $706K 0.06% -67.0 -2.0% $212.22 +2.8%
193 VNQ VANGUARD INDEX FDS 7,953.0 $705K 0.06% -108.0 -1.3% $88.70 +8.1%
194 VYM VANGUARD WHITEHALL FDS 4,692.0 $695K 0.06% -805.0 -14.6% $148.10 +7.4%
195 DKS DICKS SPORTING GOODS INC Consumer Cyclical 3,413.0 $677K 0.06% -5K -58.7% $198.29 +16.6%
196 VXUS VANGUARD STAR FDS 8,670.0 $669K 0.06% +5K +166.3% $77.11 +11.8%
197 ROP ROPER TECHNOLOGIES INC Industrials 1,881.0 $666K 0.06% -823.0 -30.4% $353.86 -8.1%
198 FIS FIDELITY NATL INFORMATION SV Technology 14,165.0 $664K 0.06% -13K -46.9% $46.91 -8.4%
199 KMB KIMBERLY-CLARK CORP Consumer Defensive 6,847.0 $661K 0.06% -830.0 -10.8% $96.47 +3.4%
200 XLV SELECT SECTOR SPDR TR 4,426.0 $649K 0.06% -75.0 -1.7% $146.61 +1.9%
Page 10 of 40  ·  784 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%