Caldwell Trust CO Portfolio Holdings
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
Caldwell Trust CO has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.07 Trillion distributed in 816 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $63.9B, Nvidia Corp with a value of $62.4B, Spdr S&P 500 ETF Trust with a value of $41.3B, Microsoft Corp with a value of $39B, and Alphabet Inc. with a value of $31.6B.
Examining the 13F form we can see an increase of $69.9B in the current position value, from $1T to 1.07T.
Caldwell Trust CO is based out at Venice, FL
Below you can find more details about Caldwell Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$1.07 Trillion
ETFs: $271 Billion
Technology: $232 Billion
Financial Services: $118 Billion
Consumer Cyclical: $80.7 Billion
Industrials: $77.2 Billion
Healthcare: $74.9 Billion
Consumer Defensive: $60 Billion
Communication Services: $59.7 Billion
Other: $70.4 Billion
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 816
- Current Value $1.07 Trillion
- Prior Value $1 Trillion
- Filing
- Period Q3 2025
- Filing Date October 23, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 32 stocks
- Additional Purchases 149 stocks
- Sold out of 0 stocks
- Reduced holdings in 165 stocks