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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 15 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 C CITIGROUP INC Financial Services 2,655.0 $301K 0.03% +111.0 +4.4% $113.41 +11.7%
282 HYG ISHARES TR 3,764.0 $299K 0.03% $79.56 +0.9%
283 SCHM SCHWAB STRATEGIC TR 9,645.0 $299K 0.03% $30.96 +13.9%
284 CTAS CINTAS CORP Industrials 1,743.0 $295K 0.03% $169.14 +2.1%
285 SDY SPDR SERIES TRUST 1,974.0 $288K 0.03% -21.0 -1.1% $145.94 +2.5%
286 JCI JOHNSON CONTROLS INTERNATION Industrials 2,189.0 $287K 0.03% $130.95 +3.8%
287 EPD ENTERPRISE PRODS PARTNERS L Energy 7,550.0 $286K 0.03% +720.0 +10.5% $37.84 -2.7%
288 EXPD EXPEDITORS INTL WASH INC Industrials 1,940.0 $278K 0.03% $143.23 +10.6%
289 COOPER COS INC 3,850.0 $275K 0.03% $71.50
290 AXON AXON ENTERPRISE INC Industrials 645.0 $274K 0.02% -291.0 -31.1% $424.69 +4.0%
291 NKE NIKE INC Consumer Cyclical 5,150.0 $272K 0.02% -4K -40.7% $52.82 -11.9%
292 DXCM DEXCOM INC Healthcare 4,327.0 $272K 0.02% NEW $62.80 +16.5%
293 VOE VANGUARD INDEX FDS 1,472.0 $271K 0.02% -37.0 -2.5% $184.28 +5.8%
294 DFIV DIMENSIONAL ETF TRUST 5,130.0 $271K 0.02% $52.78 +5.7%
295 SPBO SPDR SERIES TRUST 9,303.0 $270K 0.02% $29.03 +0.4%
296 UBER UBER TECHNOLOGIES INC Technology 3,718.0 $267K 0.02% +272.0 +7.9% $71.93 -0.4%
297 SNPS SYNOPSYS INC Technology 669.0 $265K 0.02% $396.48 +19.8%
298 MCO MOODYS CORP Financial Services 600.0 $262K 0.02% $436.25 +4.4%
299 XLU SELECT SECTOR SPDR TR 5,650.0 $259K 0.02% $45.89 -3.2%
300 XLI SELECT SECTOR SPDR TR 1,586.0 $257K 0.02% $161.73 +7.4%
Page 15 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%