Caldwell Trust CO Portfolio Holdings
Caldwell Trust CO
- $1.13 Trillion
- Q4 2025
Caldwell Trust CO has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.13 Trillion distributed in 819 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $67.7B, Nvidia Corp with a value of $60.4B, Spdr S&P 500 ETF Trust with a value of $42B, Alphabet Inc. with a value of $38.6B, and Microsoft Corp with a value of $36.2B.
Examining the 13F form we can see an increase of $55.2B in the current position value, from $1.07T to 1.13T.
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
$1.13 Trillion
ETFs: $317 Billion
Technology: $232 Billion
Financial Services: $120 Billion
Healthcare: $83.2 Billion
Industrials: $77.6 Billion
Consumer Cyclical: $76.4 Billion
Communication Services: $65.7 Billion
Consumer Defensive: $56.9 Billion
Other: $69.2 Billion
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 819
- Current Value $1.13 Trillion
- Prior Value $1.07 Trillion
- Filing
- Period Q4 2025
- Filing Date January 30, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 45 stocks
- Additional Purchases 127 stocks
- Sold out of 0 stocks
- Reduced holdings in 207 stocks