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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 16 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SBUX STARBUCKS CORP Consumer Cyclical 2,841.0 $255K 0.02% $89.59 +10.8%
302 NRG NRG ENERGY INC Utilities 1,720.0 $251K 0.02% $146.14 -7.2%
303 DNP DNP SELECT INCOME FD INC Financial Services 24,400.0 $251K 0.02% $10.30 +3.8%
304 SNOW SNOWFLAKE INC Technology 1,657.0 $250K 0.02% NEW $150.82 +66.2%
305 FITB FIFTH THIRD BANCORP Financial Services 5,359.0 $249K 0.02% $46.46 +7.8%
306 AVB AVALONBAY CMNTYS INC Real Estate 1,519.0 $248K 0.02% -577.0 -27.5% $163.35 +11.5%
307 FISV FISERV INC Technology 4,445.0 $248K 0.02% $55.80 +1.9%
308 NYT NEW YORK TIMES CO MTN BE Communication Services 2,961.0 $248K 0.02% NEW $83.73 -10.5%
309 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 6,970.0 $247K 0.02% $35.44 -2.2%
310 DTE DTE ENERGY CO Utilities 1,688.0 $247K 0.02% $146.22 -2.3%
311 XLRE SELECT SECTOR SPDR TR 5,924.0 $242K 0.02% $40.83 +7.9%
312 COKE COCA COLA CONS INC Consumer Defensive 1,250.0 $240K 0.02% $191.74 -9.5%
313 GRMN GARMIN LTD Technology 1,023.0 $237K 0.02% +43.0 +4.4% $232.01 +3.2%
314 DASH DOORDASH INC Communication Services 1,580.0 $237K 0.02% +188.0 +13.5% $150.15 +6.5%
315 ONB OLD NATL BANCORP IND Financial Services 10,689.0 $236K 0.02% $22.10 +9.1%
316 RY ROYAL BK CDA Financial Services 1,457.0 $236K 0.02% +22.0 +1.5% $161.78 +16.5%
317 HYMB SPDR SERIES TRUST 9,362.0 $232K 0.02% $24.80 +1.8%
318 IBB ISHARES TR 1,368.0 $231K 0.02% $168.85 +1.7%
319 SAM BOSTON BEER INC Consumer Defensive 1,000.0 $230K 0.02% $230.40 -21.4%
320 GWW WW GRAINGER INC Industrials 211.0 $230K 0.02% $1090.81 +13.5%
Page 16 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%