13F Insight
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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

Top 10 holdings

By portfolio weight as of Q2 2026.

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