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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 23 of 38  ·  754 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 NDAQ NASDAQ INC Financial Services 687.0 $67K 0.01% NEW $97.13 -4.0%
442 SCHV SCHWAB STRATEGIC TR 2,235.0 $66K 0.01% NEW $29.61 +13.5%
443 MLM MARTIN MARIETTA MATLS INC Basic Materials 105.0 $65K 0.01% NEW $622.66 -5.3%
444 J P MORGAN EXCHANGE TRADED F 1,301.0 $65K 0.01% NEW $50.07
445 FVD FIRST TR EXCHANGE-TRADED FD 1,401.0 $65K 0.01% NEW $46.08 +2.8%
446 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 6,749.0 $64K 0.01% NEW $9.53 +0.9%
447 CNI CANADIAN NATL RY CO Industrials 650.0 $64K 0.01% NEW $98.85 +20.7%
448 GBIL GOLDMAN SACHS ETF TR 641.0 $64K 0.01% NEW $99.94 +0.2%
449 CLX CLOROX CO DEL Consumer Defensive 635.0 $64K 0.01% NEW $100.83 -8.3%
450 GUNR FLEXSHARES TR 1,383.0 $63K 0.01% NEW $45.85 +18.0%
451 IWB ISHARES TR 168.0 $63K 0.01% NEW $373.44 +10.6%
452 AEM AGNICO EAGLE MINES LTD Basic Materials 370.0 $63K 0.01% NEW $169.53 +8.8%
453 ESG FLEXSHARES TR 395.0 $63K 0.01% NEW $158.25 +10.9%
454 KRYS KRYSTAL BIOTECH INC Healthcare 250.0 $62K 0.01% NEW $246.54 +26.1%
455 WS WORTHINGTON STL INC Basic Materials 1,752.0 $61K 0.01% NEW $34.62 +22.5%
456 CB CHUBB LIMITED Financial Services 194.0 $61K 0.01% NEW $312.12 +0.2%
457 IRT INDEPENDENCE RLTY TR INC Real Estate 3,452.0 $60K 0.01% NEW $17.48 -7.1%
458 KMI KINDER MORGAN INC DEL Energy 2,188.0 $60K 0.01% NEW $27.49 +13.2%
459 IRM IRON MTN INC DEL Real Estate 725.0 $60K 0.01% NEW $82.95 +53.0%
460 DBEF DBX ETF TR 1,250.0 $60K 0.01% NEW $48.11 +10.7%
Page 23 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%