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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 23 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 IRM IRON MTN INC DEL Real Estate 725.0 $74K 0.01% $102.14 +24.2%
442 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 6,473.0 $73K 0.01% $11.23 +2.6%
443 BRO BROWN & BROWN INC Financial Services 1,113.0 $73K 0.01% $65.21 -12.8%
444 SCHF SCHWAB STRATEGIC TR 2,922.0 $72K 0.01% $24.75 +12.3%
445 NFRA FLEXSHARES TR 1,126.0 $72K 0.01% $63.95 +3.0%
446 FTEC FIDELITY COVINGTON TRUST 346.0 $72K 0.01% $208.05 +37.8%
447 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 1,020.0 $72K 0.01% NEW $70.51 -13.2%
448 ACLC AMERICAN CENTY ETF TR 974.0 $72K 0.01% $73.72 +15.3%
449 ARW ARROW ELECTRS INC Technology 500.0 $72K 0.01% $143.41 +49.3%
450 WELL WELLTOWER INC Real Estate 361.0 $71K 0.01% $197.71 +5.7%
451 BEN FRANKLIN RESOURCES INC Financial Services 3,009.0 $71K 0.01% $23.62 +32.2%
452 AWK AMERICAN WTR WKS CO INC NEW Utilities 518.0 $70K 0.01% $136.09 -9.7%
453 PSA PUBLIC STORAGE OPER CO Real Estate 260.0 $70K 0.01% $270.88 +13.7%
454 BIIB BIOGEN INC Healthcare 383.0 $70K 0.01% $183.33 +7.8%
455 J P MORGAN EXCHANGE TRADED F 1,301.0 $68K 0.01% $52.43
456 SCHV SCHWAB STRATEGIC TR 2,235.0 $68K 0.01% $30.50 +10.0%
457 CNI CANADIAN NATL RY CO Industrials 650.0 $67K 0.01% $102.77 +15.7%
458 CLX CLOROX CO DEL Consumer Defensive 635.0 $66K 0.01% $103.63 -10.4%
459 KRYS KRYSTAL BIOTECH INC Healthcare 250.0 $65K 0.01% $258.32 +21.0%
460 GBIL GOLDMAN SACHS ETF TR 641.0 $64K 0.01% $100.19 -0.0%
Page 23 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%