13F Insight
DOSSIER · 13F-HR · Q1 2026

Caldwell Trust Co

$1.1B in tracked AUM across 858 positions as of Q1 2026.

CT
CIK 0002080218 · last filed Mar 31, 2026
Total AUM
$1.1B
as of Q1 2026
Holdings
858
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Caldwell Trust Co filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$64M251K5.7%02
NVDA
NVIDIA CORPORATION
$56M324K5.0%03
SPY
STATE STR SPDR S&P 500 ETF T
$41M63K3.6%04
GOOGL
ALPHABET INC
$35M122K3.1%05
MSFT
MICROSOFT CORP
$28M77K2.5%06
AMZN
AMAZON COM INC
$28M135K2.5%07
VOO
VANGUARD INDEX FDS
$22M37K2.0%08
LLY
ELI LILLY & CO
$20M22K1.8%09
IVV
ISHARES TR
$20M30K1.8%10
JPM
JPMORGAN CHASE & CO
$20M67K1.8%

Filing history

2026Q1Mar 31
$1.1B▼ 0.5%
858 positionsView →2025Q4Dec 31
$1.1B▲ 5.2%
819 positionsView →2025Q3Sep 30
$1.1B▲ 7.0%
816 positionsView →2025Q2Jun 30
$1.0B▲ 7.3%
814 positionsLocked2025Q1Mar 31
$932M▼ 2.6%
821 positionsLocked2024Q4Dec 31
$957M▲ 0.5%
781 positionsLocked2024Q3Sep 30
$952M▲ 5.4%
774 positionsLocked2024Q2Jun 30
$904M▲ 5.2%
767 positionsLocked2024Q1Mar 31
$859M▲ 180.3%
778 positionsLocked2023Q4Dec 31
$306M▲ 9.1%
330 positionsLocked2023Q3Sep 30
$281M▼ 63.3%
326 positionsLocked2023Q2Jun 30
$766M▲ 179.7%
826 positionsLocked
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