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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 33 of 38  ·  754 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 DG DOLLAR GEN CORP NEW Consumer Defensive 85.0 $11K 0.00% NEW $132.76 -17.0%
642 NVO NOVO-NORDISK A S Healthcare 220.0 $11K 0.00% NEW $50.88 -10.2%
643 ADC AGREE RLTY CORP Real Estate 150.0 $11K 0.00% NEW $72.03 +3.4%
644 IEI ISHARES TR 90.0 $11K 0.00% NEW $119.36 -1.5%
645 XOP SPDR SERIES TRUST 82.0 $10K 0.00% NEW $126.26 +30.4%
646 AEE AMEREN CORP Utilities 100.0 $10K 0.00% NEW $99.86 +9.5%
647 FSTA FIDELITY COVINGTON TRUST 200.0 $10K 0.00% NEW $49.19 +8.1%
648 VYMI VANGUARD WHITEHALL FDS 109.0 $10K 0.00% NEW $90.00 +11.2%
649 PFFD GLOBAL X FDS 498.0 $9K 0.00% NEW $18.91 +0.4%
650 REGL PROSHARES TR 111.0 $9K 0.00% NEW $84.22 +5.5%
651 ABM ABM INDS INC Industrials 220.0 $9K 0.00% NEW $42.30 -5.9%
652 A AGILENT TECHNOLOGIES INC Healthcare 67.0 $9K 0.00% NEW $136.07 +2.0%
653 SCHH SCHWAB STRATEGIC TR 424.0 $9K 0.00% NEW $20.89 +13.8%
654 IUSB ISHARES TR 184.0 $9K 0.00% NEW $46.54 -0.8%
655 NSA NATIONAL STORAGE AFFILIATES Real Estate 300.0 $8K 0.00% NEW $28.21 +54.2%
656 FXL FIRST TR EXCHANGE TRADED FD 50.0 $8K 0.00% NEW $168.28 +21.3%
657 SNX TD SYNNEX CORPORATION Technology 56.0 $8K 0.00% NEW $150.23 +64.5%
658 FTV FORTIVE CORP Technology 150.0 $8K 0.00% NEW $55.21 +7.6%
659 ZM ZOOM COMMUNICATIONS INC Technology 93.0 $8K 0.00% NEW $86.29 +18.1%
660 BROWN FORMAN CORP 305.0 $8K 0.00% NEW $26.31
Page 33 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%