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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 13 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 6,190.0 $441K 0.04% -538.0 -8.0% $71.18 -11.8%
242 XLB SELECT SECTOR SPDR TR 8,810.0 $440K 0.04% -610.0 -6.5% $49.97 +3.0%
243 AFL AFLAC INC Financial Services 3,965.0 $435K 0.04% -75.0 -1.9% $109.71 +3.1%
244 SPSM SPDR SERIES TRUST 8,862.0 $428K 0.04% $48.32 +12.1%
245 IHI ISHARES TR 7,942.0 $424K 0.04% -162.0 -2.0% $53.35 -7.7%
246 IWP ISHARES TR 3,248.0 $416K 0.04% $128.12 +11.4%
247 TRGP TARGA RES CORP Energy 1,658.0 $416K 0.04% -1K -40.3% $250.73 +1.6%
248 TBLL INVESCO EXCH TRADED FD TR II 3,929.0 $415K 0.04% NEW $105.55 +0.0%
249 LQD ISHARES TR 3,601.0 $392K 0.04% $108.99 +0.5%
250 CIBR FIRST TR EXCHANGE-TRADED FD 6,223.0 $390K 0.04% -345.0 -5.2% $62.68 +39.5%
251 BP BP PLC Energy 8,251.0 $388K 0.04% $47.00 -10.4%
252 DLR DIGITAL RLTY TR INC Real Estate 2,150.0 $387K 0.04% -11.0 -0.5% $180.21 +5.5%
253 RQI COHEN & STEERS QUALITY INCOM Financial Services 31,797.0 $383K 0.03% $12.05 +10.6%
254 VGIT VANGUARD SCOTTSDALE FDS 6,410.0 $382K 0.03% $59.55 -0.8%
255 EMN EASTMAN CHEM CO Basic Materials 5,000.0 $382K 0.03% $76.32 -1.0%
256 INTU INTUIT Technology 880.0 $380K 0.03% $432.38 -24.1%
257 OXY OCCIDENTAL PETE CORP Energy 5,719.0 $372K 0.03% +100.0 +1.8% $65.00 -13.1%
258 EOG EOG RES INC Energy 2,563.0 $371K 0.03% $144.57 -8.3%
259 OKE ONEOK INC NEW Energy 4,067.0 $368K 0.03% $90.39 -6.8%
260 VEU VANGUARD INTL EQUITY INDEX F 4,846.0 $364K 0.03% -81.0 -1.6% $75.10 +12.1%
Page 13 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%