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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 24 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 FVD FIRST TR EXCHANGE-TRADED FD 1,359.0 $64K 0.01% -42.0 -3.0% $47.03 +0.9%
462 CB CHUBB LTD SWITZ Financial Services 194.0 $63K 0.01% $325.93 -3.2%
463 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 775.0 $62K 0.01% +25.0 +3.3% $80.56 -15.1%
464 MLM MARTIN MARIETTA MATLS INC Basic Materials 105.0 $62K 0.01% $588.68 +0.3%
465 FCX FREEPORT MCMORAN INC Basic Materials 1,025.0 $60K 0.01% $58.78 +9.8%
466 DEO DIAGEO PLC Consumer Defensive 808.0 $60K 0.01% $74.45 +12.6%
467 ESG FLEXSHARES TR 395.0 $60K 0.01% $151.74 +15.3%
468 IWB ISHARES TR 168.0 $60K 0.01% $356.56 +15.6%
469 PLTR PALANTIR TECHNOLOGIES INC Technology 400.0 $59K 0.01% -120.0 -23.1% $146.28 +6.3%
470 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 6,749.0 $58K 0.01% $8.66 +10.7%
471 NDAQ NASDAQ INC Financial Services 687.0 $58K 0.01% $84.89 +8.9%
472 DDWM WISDOMTREE TR 1,304.0 $58K 0.01% $44.11 +6.2%
473 SOUTHSTATE BK CORP 621.0 $57K 0.01% $92.52
474 DBEF DBX ETF TR 1,153.0 $57K 0.01% -97.0 -7.8% $49.40 +7.5%
475 RS RELIANCE INC Basic Materials 186.0 $57K 0.01% $303.92 +25.1%
476 WPM WHEATON PRECIOUS METALS CORP Basic Materials 430.0 $56K 0.01% $131.01 -1.0%
477 DELL DELL TECHNOLOGIES INC Technology 340.0 $56K 0.01% $164.13 +146.9%
478 SBCF SEACOAST BKG CORP FLA Financial Services 1,829.0 $55K 0.01% $30.29 +0.4%
479 ASH ASHLAND INC Basic Materials 993.0 $55K 0.01% +37.0 +3.9% $55.61 +3.8%
480 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 900.0 $55K 0.01% $61.35 -11.3%
Page 24 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%