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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 11 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,963.0 $642K 0.06% -408.0 -17.2% $327.07 +15.7%
202 INTC INTEL CORP Technology 14,323.0 $632K 0.06% +109.0 +0.8% $44.13 +167.9%
203 XLF SELECT SECTOR SPDR TR 12,793.0 $632K 0.06% -221.0 -1.7% $49.37 +4.8%
204 PNC PNC FINL SVCS GROUP INC Financial Services 3,034.0 $631K 0.06% +268.0 +9.7% $208.09 +6.4%
205 BSX BOSTON SCIENTIFIC CORP Healthcare 9,940.0 $624K 0.06% +3K +45.3% $62.75 -22.8%
206 VTEB VANGUARD MUN BD FDS 12,482.0 $623K 0.06% +197.0 +1.6% $49.89 +1.0%
207 SPGI S&P GLOBAL INC Financial Services 1,451.0 $617K 0.06% +59.0 +4.2% $425.34 +0.4%
208 VWO VANGUARD INTL EQUITY INDEX F 11,353.0 $614K 0.06% +550.0 +5.1% $54.05 +11.1%
209 MRSH MARSH & MCLENNAN COS INC Financial Services 3,531.0 $612K 0.06% $173.45 -7.7%
210 ITA ISHARES TR 2,777.0 $607K 0.05% $218.75 +7.6%
211 APH AMPHENOL CORP Technology 4,706.0 $595K 0.05% $126.35 +16.2%
212 MDT MEDTRONIC PLC Healthcare 6,836.0 $592K 0.05% +96.0 +1.4% $86.65 -13.7%
213 ADBE ADOBE INC Technology 2,421.0 $588K 0.05% -666.0 -21.6% $243.08 +5.1%
214 XLC SELECT SECTOR SPDR TR 5,283.0 $586K 0.05% -126.0 -2.3% $110.86 +4.6%
215 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,485.0 $582K 0.05% -41.0 -2.7% $391.76 +127.3%
216 TLT ISHARES TR 6,684.0 $579K 0.05% +57.0 +0.9% $86.69 -1.1%
217 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,653.0 $575K 0.05% $157.28 -4.7%
218 FAST FASTENAL CO Industrials 12,366.0 $574K 0.05% -160.0 -1.3% $46.40 -3.9%
219 AMT AMERICAN TOWER CORP Real Estate 3,313.0 $572K 0.05% -85.0 -2.5% $172.58 +8.1%
220 HCA HCA HEALTHCARE INC Healthcare 1,199.0 $567K 0.05% -57.0 -4.5% $473.24 -19.3%
Page 11 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%