13F Insight
DOSSIER · 13F-HR · Q2 2026

Caldwell Trust Co

$1.2B in tracked AUM across 887 positions as of Q2 2026.

CT
CIK 0002080218 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
887
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Caldwell Trust Co filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$72M249K5.8%02
NVDA
NVIDIA CORPORATION
$62M311K5.0%03
SPY
STATE STR SPDR S&P 500 ETF T
$47M62K3.8%04
GOOGL
ALPHABET INC
$42M118K3.4%05
AMZN
AMAZON COM INC
$32M133K2.6%06
MSFT
MICROSOFT CORP
$29M77K2.3%07
LLY
ELI LILLY & CO
$26M22K2.1%08
IVV
ISHARES TR
$24M32K1.9%09
VOO
VANGUARD INDEX FDS
$22M33K1.8%10
JPM
JPMORGAN CHASE & CO
$22M67K1.8%

Filing history

2026Q2Jun 30
$1.2B▲ 10.5%
887 positionsView →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 positionsLocked
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