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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 36 of 40  ·  784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 BANK AMERICA CORP 5.0 $6K 0.00% $1191.60
702 AGM FEDERAL AGRIC MTG CORP Financial Services 39.0 $6K 0.00% $148.36 +19.9%
703 DEM WISDOMTREE TR 115.0 $6K 0.00% $49.69 +11.5%
704 LUV SOUTHWEST AIRLS CO Industrials 150.0 $6K 0.00% $37.57 +16.3%
705 HPS HANCOCK JOHN PFD INCOME FD I Financial Services 390.0 $6K $14.24 +2.5%
706 FLO FLOWERS FOODS INC Consumer Defensive 681.0 $6K +303.0 +80.2% $8.15 -4.2%
707 WDC WESTERN DIGITAL CORP Technology 20.0 $5K $270.50 +94.0%
708 HYGV FLEXSHARES TR 135.0 $5K $40.06 +0.6%
709 LDUR PIMCO ETF TR 54.0 $5K $95.81 -0.3%
710 MRNA MODERNA INC Healthcare 100.0 $5K NEW $50.80 -6.3%
711 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 669.0 $5K $7.54 +5.2%
712 FBT FIRST TR EXCHANGE-TRADED FD 25.0 $5K NEW $200.84 +7.2%
713 HMC HONDA MOTOR CO LTD Consumer Cyclical 205.0 $5K $24.31 +10.6%
714 AIG AMERICAN INTL GROUP INC Financial Services 66.0 $5K $75.26 +0.0%
715 RMD RESMED INC Healthcare 22.0 $5K $224.50 -8.2%
716 IAI ISHARES TR 30.0 $5K NEW $164.17 +8.2%
717 RSG REPUBLIC SVCS INC Industrials 22.0 $5K $219.00 -6.1%
718 CRSP CRISPR THERAPEUTICS AG Healthcare 100.0 $5K $47.57 +12.5%
719 IXJ ISHARES TR 50.0 $5K NEW $93.54 +0.7%
720 LULU LULULEMON ATHLETICA INC Consumer Cyclical 30.0 $5K -43.0 -58.9% $153.10 -14.4%
Page 36 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%