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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 19 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 GILD GILEAD SCIENCES INC Healthcare 1,093.0 $152K 0.01% $139.37 -2.5%
362 CMCSA COMCAST CORP NEW Communication Services 5,289.0 $152K 0.01% $28.71 -13.2%
363 IVE ISHARES TR 700.0 $148K 0.01% -43.0 -5.8% $211.15 +8.1%
364 CCJ CAMECO CORP Energy 1,344.0 $146K 0.01% $108.61 +1.9%
365 DSI ISHARES TR 1,200.0 $145K 0.01% $121.19 +18.2%
366 BROWN FORMAN CORP 5,455.0 $144K 0.01% $26.44
367 FDX FEDEX CORP Industrials 400.0 $142K 0.01% $356.18 +15.8%
368 XLP SELECT SECTOR SPDR TR 1,735.0 $142K 0.01% +124.0 +7.7% $81.98 +1.5%
369 TRU TRANSUNION Industrials 2,000.0 $138K 0.01% $69.19 +4.1%
370 HOMB HOME BANCSHARES INC Financial Services 5,132.0 $138K 0.01% $26.93 +0.0%
371 PLD PROLOGIS INC. Real Estate 1,045.0 $138K 0.01% +31.0 +3.1% $132.18 +9.2%
372 BK BANK NEW YORK MELLON CORP Financial Services 1,135.0 $135K 0.01% +36.0 +3.3% $118.63 +18.4%
373 GNR SPDR INDEX SHS FDS 1,800.0 $134K 0.01% $74.67 -1.3%
374 IYW ISHARES TR 733.0 $133K 0.01% $181.42 +39.4%
375 BALL BALL CORP Consumer Cyclical 2,206.0 $130K 0.01% $59.11 -6.5%
376 IDEV ISHARES TR 1,547.0 $129K 0.01% $83.57 +8.7%
377 NEM NEWMONT CORP Basic Materials 1,194.0 $129K 0.01% $108.25 +1.7%
378 IEMG ISHARES INC 1,851.0 $129K 0.01% +195.0 +11.8% $69.75 +20.1%
379 HPQ HP INC Technology 6,706.0 $129K 0.01% -288.0 -4.1% $19.21 +42.7%
380 BLV VANGUARD BD INDEX FDS 1,870.0 $129K 0.01% NEW $68.78 +0.1%
Page 19 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%