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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 14 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IVW ISHARES TR 3,205.0 $363K 0.03% $113.11 +24.1%
262 DFUS DIMENSIONAL ETF TRUST 5,070.0 $360K 0.03% $70.91 +16.3%
263 NVS NOVARTIS AG Healthcare 2,310.0 $353K 0.03% $152.75 -1.4%
264 VHT VANGUARD WORLD FD 1,290.0 $351K 0.03% $272.33 +2.7%
265 ENB ENBRIDGE INC Energy 6,477.0 $351K 0.03% $54.14 +1.4%
266 ZTS ZOETIS INC Healthcare 2,938.0 $347K 0.03% -1K -31.1% $118.21 -34.0%
267 VOT VANGUARD INDEX FDS 1,348.0 $347K 0.03% +67.0 +5.2% $257.35 +15.8%
268 DFUV DIMENSIONAL ETF TRUST 7,089.0 $344K 0.03% $48.46 +10.9%
269 FORTINET INC 4,160.0 $340K 0.03% +35.0 +0.8% $81.72
270 TRV TRAVELERS COMPANIES INC Financial Services 1,161.0 $339K 0.03% +15.0 +1.3% $291.68 +0.6%
271 TFC TRUIST FINL CORP Financial Services 7,283.0 $335K 0.03% +457.0 +6.7% $45.97 +4.0%
272 HSY HERSHEY CO Consumer Defensive 1,598.0 $332K 0.03% $207.89 -6.9%
273 AJG GALLAGHER ARTHUR J & CO Financial Services 1,522.0 $330K 0.03% -936.0 -38.1% $216.58 -6.9%
274 ROK ROCKWELL AUTOMATION INC Industrials 917.0 $329K 0.03% $358.88 +27.3%
275 EQT EQT CORP Energy 5,000.0 $318K 0.03% $63.64 -13.8%
276 UNILEVER PLC 5,553.0 $316K 0.03% -56.0 -1.0% $56.97
277 PFM INVESCO EXCHANGE TRADED FD T 6,148.0 $314K 0.03% $51.09 +8.2%
278 MKC MCCORMICK & CO INC Consumer Defensive 6,218.0 $314K 0.03% $50.44 -6.1%
279 CTVA CORTEVA INC Basic Materials 3,740.0 $313K 0.03% $83.71 -4.6%
280 GM GENERAL MTRS CO Consumer Cyclical 4,100.0 $305K 0.03% $74.50 +10.2%
Page 14 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%