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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 12 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IWN ISHARES TR 2,987.0 $566K 0.05% -318.0 -9.6% $189.59 +13.0%
222 MDLZ MONDELEZ INTL INC Consumer Defensive 9,712.0 $560K 0.05% $57.64 +7.0%
223 BDX BECTON DICKINSON & CO Healthcare 3,440.0 $541K 0.05% -345.0 -9.1% $157.23 -5.6%
224 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 6,665.0 $540K 0.05% $80.95 -2.8%
225 XLE SELECT SECTOR SPDR TR 8,774.0 $537K 0.05% $61.26 -8.0%
226 ASML ASML HLDG NV Technology 405.0 $535K 0.05% -119.0 -22.7% $1320.83 +22.0%
227 VTIP VANGUARD MALVERN FDS 10,620.0 $530K 0.05% -500.0 -4.5% $49.95 +0.9%
228 VGT VANGUARD WORLD FD 750.0 $523K 0.05% $697.72 -82.7%
229 TIP ISHARES TR 4,718.0 $521K 0.05% -794.0 -14.4% $110.36 +0.8%
230 AEP AMERICAN ELEC PWR CO INC Utilities 3,963.0 $519K 0.05% $131.08 -2.9%
231 BAB INVESCO EXCH TRADED FD TR II 18,722.0 $505K 0.04% NEW $26.96 -0.8%
232 MCHP MICROCHIP TECHNOLOGY INC. Technology 7,635.0 $493K 0.04% $64.61 +48.5%
233 Q QNITY ELECTRONICS INC Technology 4,271.0 $493K 0.04% -2K -34.9% $115.38 +35.0%
234 MPC MARATHON PETE CORP Energy 2,016.0 $492K 0.04% $244.18 +2.2%
235 TSLA TESLA INC Consumer Cyclical 1,314.0 $488K 0.04% +378.0 +40.4% $371.75 +17.0%
236 VBK VANGUARD INDEX FDS 1,602.0 $484K 0.04% $302.25 +17.2%
237 ETN EATON CORP PLC Industrials 1,345.0 $481K 0.04% +10.0 +0.8% $357.67 +12.1%
238 BNDX VANGUARD CHARLOTTE FDS 9,923.0 $477K 0.04% +10K +6515.3% $48.05 +0.6%
239 CI THE CIGNA GROUP Healthcare 1,708.0 $456K 0.04% $266.75 +4.9%
240 HYD VANECK ETF TRUST 8,867.0 $445K 0.04% $50.14 +2.4%
Page 12 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%