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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 21 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SUSA ISHARES TR 800.0 $106K 0.01% $132.10 +16.5%
402 STM STMICROELECTRONICS N V Technology 3,000.0 $104K 0.01% $34.55 +98.6%
403 O REALTY INCOME CORP Real Estate 1,688.0 $103K 0.01% $61.18 -0.1%
404 SHY ISHARES TR 1,249.0 $103K 0.01% $82.57 -0.3%
405 USMV ISHARES TR 1,095.0 $102K 0.01% -500.0 -31.4% $92.74 +4.0%
406 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 1,350.0 $98K 0.01% $72.46 +21.5%
407 GOVT ISHARES TR 4,229.0 $97K 0.01% $22.91 -0.5%
408 IBIT ISHARES BITCOIN TRUST ETF Financial Services 2,509.0 $96K 0.01% $38.42 +7.6%
409 FLRN SPDR SERIES TRUST 3,060.0 $94K 0.01% $30.78 +0.2%
410 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 8,245.0 $93K 0.01% NEW $11.28 +3.1%
411 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 1,214.0 $92K 0.01% -2K -61.7% $76.16 +12.3%
412 FCN FTI CONSULTING INC Industrials 522.0 $92K 0.01% $176.77 -12.6%
413 CAH CARDINAL HEALTH INC Healthcare 436.0 $92K 0.01% $211.31 -5.8%
414 USB US BANCORP Financial Services 1,763.0 $92K 0.01% -961.0 -35.3% $52.01 +4.9%
415 PPL PPL CORP Utilities 2,398.0 $92K 0.01% $38.20 -7.7%
416 WOR WORTHINGTON ENTERPRISES INC Industrials 1,754.0 $91K 0.01% $52.14 +10.6%
417 ESGV VANGUARD WORLD FD 805.0 $90K 0.01% $112.27 +19.3%
418 AOK ISHARES TR 2,250.0 $90K 0.01% $39.89 +4.2%
419 PEY INVESCO EXCHANGE TRADED FD T 4,130.0 $88K 0.01% $21.42 +6.1%
420 ITT ITT INC Industrials 460.0 $88K 0.01% $190.53 +1.9%
Page 21 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%