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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 33 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 RA BROOKFIELD REAL ASSETS INCOM Financial Services 976.0 $13K 0.00% $12.86 -0.3%
642 KMX CARMAX INC Consumer Cyclical 300.0 $12K 0.00% $41.58 +4.9%
643 PIZ INVESCO EXCH TRADED FD TR II 250.0 $12K 0.00% NEW $49.52 +17.5%
644 QHY WISDOMTREE TR 269.0 $12K 0.00% $45.54 +0.8%
645 PFL PIMCO INCOME STRATEGY FD Financial Services 1,500.0 $12K 0.00% $8.00 -2.1%
646 VRP INVESCO EXCH TRADED FD TR II 500.0 $12K 0.00% $23.98 +1.6%
647 ROL ROLLINS INC Consumer Cyclical 224.0 $12K 0.00% $53.41 -6.7%
648 SPTM SPDR SERIES TRUST 150.0 $12K 0.00% $79.06 +15.7%
649 SBAC SBA COMMUNICATIONS CORP Real Estate 68.0 $12K 0.00% $172.10 +19.4%
650 BN BROOKFIELD CORP Financial Services 288.0 $12K 0.00% $40.47 +14.2%
651 DGRO ISHARES TR 166.0 $12K 0.00% $70.18 +6.4%
652 FIDELITY COVINGTON TRUST 161.0 $11K 0.00% $70.36
653 NSA NATIONAL STORAGE AFFILIATES Real Estate 300.0 $11K 0.00% $37.74 +15.3%
654 ADC AGREE RLTY CORP Real Estate 150.0 $11K 0.00% $75.38 -1.2%
655 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 56.0 $11K 0.00% $197.50 +9.9%
656 AEE AMEREN CORP Utilities 100.0 $11K 0.00% $109.92 -0.5%
657 VFH VANGUARD WORLD FD 90.0 $11K 0.00% $120.81 +4.1%
658 IEI ISHARES TR 90.0 $11K 0.00% $118.60 -0.8%
659 BTZ BLACKROCK CR ALLOCATION Financial Services 1,049.0 $11K 0.00% $10.10 +0.9%
660 ARKK ARK ETF TR 156.0 $11K 0.00% $67.59 +19.4%
Page 33 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%