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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 31 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 AWP ABRDN GLOBAL PREMIER PPTYS F Financial Services 1,735.0 $19K 0.00% NEW $11.05 +5.9%
602 PRG PROG HOLDINGS INC Industrials 663.0 $19K 0.00% $28.69 +28.4%
603 IAC IAC INC Technology 475.0 $19K 0.00% $40.03 +12.3%
604 TTC TORO CO Industrials 200.0 $19K 0.00% $93.44 -3.7%
605 YETI YETI HLDGS INC Consumer Cyclical 500.0 $18K 0.00% NEW $36.59 +31.2%
606 VOX VANGUARD WORLD FD 100.0 $18K 0.00% $179.84 +9.4%
607 ATKR ATKORE INC Industrials 300.0 $18K 0.00% NEW $58.91 +38.9%
608 EXR EXTRA SPACE STORAGE INC Real Estate 134.0 $18K 0.00% $131.13 +10.0%
609 CNP CENTERPOINT ENERGY INC Utilities 400.0 $17K 0.00% $43.16 -2.4%
610 MUJ BLACKROCK MUNIHLDGS NJ QLTY Financial Services 1,475.0 $17K 0.00% $11.57 +6.3%
611 DTM DT MIDSTREAM INC Energy 125.0 $17K 0.00% $134.67 +4.9%
612 BAX BAXTER INTL INC Healthcare 1,000.0 $17K 0.00% $16.80 +13.3%
613 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 1,534.0 $16K 0.00% $10.74 +18.4%
614 IAT ISHARES TR 305.0 $16K 0.00% $53.84 +6.0%
615 DHS WISDOMTREE TR 150.0 $16K 0.00% $109.22 +2.3%
616 FTF FRANKLIN LTD DURATION INCOME Financial Services 2,800.0 $16K 0.00% $5.83 +0.9%
617 MTUM ISHARES TR 68.0 $16K 0.00% $239.99 +32.1%
618 IEX IDEX CORP Industrials 85.0 $16K 0.00% $189.55 +11.3%
619 IJK ISHARES TR 159.0 $16K 0.00% $100.62 +13.3%
620 NBTB NBT BANCORP INC Financial Services 372.0 $16K 0.00% $42.58 +8.2%
Page 31 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%