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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 29 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 TM TOYOTA MOTOR CORP Consumer Cyclical 127.0 $26K 0.00% +27.0 +27.0% $206.09 -7.3%
562 INFL LISTED FDS TR 502.0 $26K 0.00% $52.06 +0.4%
563 ALB ALBEMARLE CORP Basic Materials 145.0 $26K 0.00% $179.53 -1.9%
564 BSCQ INVESCO EXCH TRD SLF IDX FD 1,332.0 $26K 0.00% $19.53 +0.0%
565 SPPP SPROTT ASSET MANAGEMENT LP Financial Services 1,640.0 $25K 0.00% $15.53 -4.6%
566 VRT VERTIV HOLDINGS CO Industrials 100.0 $25K 0.00% $250.58 +23.3%
567 LECO LINCOLN ELEC HLDGS INC Industrials 100.0 $25K 0.00% $249.08 +3.8%
568 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 150.0 $25K 0.00% $165.14 +12.1%
569 AUSF GLOBAL X FDS 500.0 $24K 0.00% $48.35 +1.8%
570 DAL DELTA AIR LINES INC Industrials 363.0 $24K 0.00% -21.0 -5.5% $66.48 +24.4%
571 EFV ISHARES TR 324.0 $24K 0.00% $74.35 +5.9%
572 ORI OLD REP INTL CORP Financial Services 600.0 $24K 0.00% $39.90 -6.1%
573 CME CME GROUP INC Financial Services 80.0 $24K 0.00% -10.0 -11.1% $295.36 -6.1%
574 LH LABCORP HOLDINGS INC Healthcare 87.0 $23K 0.00% -9.0 -9.4% $266.80 -2.0%
575 NNN NNN REIT INC Real Estate 552.0 $23K 0.00% $42.03 +6.2%
576 FALN ISHARES TR 850.0 $23K 0.00% $26.72 +1.5%
577 EFX EQUIFAX INC Industrials 126.0 $23K 0.00% $180.07 -8.2%
578 HRL HORMEL FOODS CORP Consumer Defensive 984.0 $22K 0.00% $22.65 +4.3%
579 ANGL VANECK ETF TRUST 775.0 $22K 0.00% -253.0 -24.6% $28.72 +1.5%
580 LRGF ISHARES TR 335.0 $22K 0.00% $66.00 +15.8%
Page 29 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%