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Portfolio (Quarterly) Guide ↗

Caldwell Trust Co

· CIK 0002080218
13F Portfolio $1.1B AUM 819 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 754 New
Page 22 of 38  ·  754 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 USHY ISHARES TR 2,070.0 $77K 0.01% NEW $37.40 -0.6%
422 BLACKROCK MUN INCOME QUALITY 7,000.0 $77K 0.01% NEW $10.94
423 ACLC AMERICAN CENTY ETF TR 974.0 $76K 0.01% NEW $78.35 +8.4%
424 CMS CMS ENERGY CORP Utilities 1,087.0 $76K 0.01% NEW $69.93 +3.9%
425 IWD ISHARES TR 358.0 $75K 0.01% NEW $210.34 +13.2%
426 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 6,473.0 $75K 0.01% NEW $11.63 -0.8%
427 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 900.0 $75K 0.01% NEW $83.00 -34.3%
428 HBAN HUNTINGTON BANCSHARES INC Financial Services 4,267.0 $74K 0.01% NEW $17.35 -6.4%
429 BEN FRANKLIN RESOURCES INC Financial Services 3,009.0 $72K 0.01% NEW $23.89 +31.4%
430 SOLV SOLVENTUM CORP Healthcare 890.0 $71K 0.01% NEW $79.24 -4.3%
431 SCHF SCHWAB STRATEGIC TR 2,922.0 $70K 0.01% NEW $24.04 +16.2%
432 DEO DIAGEO PLC Consumer Defensive 808.0 $70K 0.01% NEW $86.27 -3.0%
433 OGE OGE ENERGY CORP Utilities 1,632.0 $70K 0.01% NEW $42.70 +10.2%
434 AIRR FIRST TR EXCHANGE TRADED FD 700.0 $69K 0.01% NEW $98.32 +31.0%
435 NFRA FLEXSHARES TR 1,126.0 $68K 0.01% NEW $60.51 +8.8%
436 WMB WILLIAMS COS INC Energy 1,126.0 $68K 0.01% NEW $60.11 +18.5%
437 AWK AMERICAN WTR WKS CO INC NEW Utilities 518.0 $68K 0.01% NEW $130.50 -6.3%
438 PSA PUBLIC STORAGE OPER CO Real Estate 260.0 $67K 0.01% NEW $259.50 +18.3%
439 BIIB BIOGEN INC Healthcare 383.0 $67K 0.01% NEW $175.99 +12.1%
440 WELL WELLTOWER INC Real Estate 361.0 $67K 0.01% NEW $185.61 +11.6%
Page 22 of 38  ·  754 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 27.8%
Financial Services 21.9%
Healthcare 9.6%
Industrials 9.2%
Consumer Cyclical 8.9%
Communication Services 7.6%
Consumer Defensive 6.6%
Utilities 3.7%
Energy 3.0%
Basic Materials 1.2%