Caldwell Trust CO Portfolio Holdings

Caldwell Trust CO

  • $1 Trillion
  • Q2 2025

Caldwell Trust CO has filed its 13F form on September 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1 Trillion distributed in 814 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $55B, Apple Inc. with a value of $51.5B, Spdr S&P 500 ETF Trust with a value of $39.8B, Microsoft Corp with a value of $37.1B, and Amazon Com Inc with a value of $29.4B.

Examining the 13F form we can see an increase of $1T in the current position value.

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 Trillion
ETFs: $255 Billion
Technology: $205 Billion
Financial Services: $114 Billion
Consumer Cyclical: $78.9 Billion
Healthcare: $74.5 Billion
Industrials: $73.3 Billion
Consumer Defensive: $60.8 Billion
Communication Services: $50.4 Billion
Other: $65.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$394B
$4.66 Billion 0.47% of portfolio
25,110
Q2 2025 New
$143B
$4.63 Billion 0.46% of portfolio
11,702
Q2 2025 New
$0
$4.59 Billion 0.46% of portfolio
45,561
Q2 2025 New
$251B
$4.64 Billion 0.46% of portfolio
25,461
Q2 2025 New
$0
$4.57 Billion 0.46% of portfolio
8,047
Q2 2025 New
Arista Networks Inc
-
$4.58 Billion 0.46% of portfolio
-
Q2 2025 New
$1.41T
$4.52 Billion 0.45% of portfolio
19,951
Q2 2025 New
$319B
$4.52 Billion 0.45% of portfolio
14,489
Q2 2025 New
$194B
$4.37 Billion 0.44% of portfolio
33,068
Q2 2025 New
$53.8B
$4.32 Billion 0.43% of portfolio
11,414
Q2 2025 New
$0
$4.29 Billion 0.43% of portfolio
14,105
Q2 2025 New
$77.5B
$4.13 Billion 0.41% of portfolio
31,006
Q2 2025 New
$0
$4.09 Billion 0.41% of portfolio
16,166
Q2 2025 New
$286B
$4.02 Billion 0.4% of portfolio
56,781
Q2 2025 New
$93.2B
$3.9 Billion 0.39% of portfolio
33,048
Q2 2025 New
$204B
$3.81 Billion 0.38% of portfolio
48,103
Q2 2025 New
$1.54T
$3.43 Billion 0.34% of portfolio
19,360
Q2 2025 New
$19.7B
$3.32 Billion 0.33% of portfolio
27,391
Q2 2025 New
$234B
$3.25 Billion 0.33% of portfolio
22,258
Q2 2025 New
$19.4B
$3.17 Billion 0.32% of portfolio
43,161
Q2 2025 New
$0
$3.21 Billion 0.32% of portfolio
7,290
Q2 2025 New
$26.8B
$3.05 Billion 0.31% of portfolio
8,138
Q2 2025 New
$60.8B
$3.07 Billion 0.31% of portfolio
14,989
Q2 2025 New
$0
$3.04 Billion 0.3% of portfolio
29,089
Q2 2025 New
$151B
$2.95 Billion 0.3% of portfolio
9,877
Q2 2025 New
$0
$2.87 Billion 0.29% of portfolio
45,509
Q2 2025 New
$126B
$2.91 Billion 0.29% of portfolio
6,275
Q2 2025 New
$88.5B
$2.92 Billion 0.29% of portfolio
12,748
Q2 2025 New
$417B
$2.95 Billion 0.29% of portfolio
62,295
Q2 2025 New
$272B
$2.76 Billion 0.28% of portfolio
19,593
Q2 2025 New
$0
$2.85 Billion 0.28% of portfolio
6,494
Q2 2025 New
$120B
$2.55 Billion 0.26% of portfolio
8,277
Q2 2025 New
$0
$2.56 Billion 0.26% of portfolio
12,498
Q2 2025 New
$53.3B
$2.63 Billion 0.26% of portfolio
13,054
Q2 2025 New
$94.9B
$2.59 Billion 0.26% of portfolio
3,715
Q2 2025 New
$181B
$2.64 Billion 0.26% of portfolio
61,007
Q2 2025 New
$191B
$2.45 Billion 0.25% of portfolio
15,387
Q2 2025 New
$0
$2.37 Billion 0.24% of portfolio
89,604
Q2 2025 New
$34.2B
$2.4 Billion 0.24% of portfolio
23,907
Q2 2025 New
$153B
$2.43 Billion 0.24% of portfolio
13,298
Q2 2025 New
$1.1B
$2.34 Billion 0.23% of portfolio
41,692
Q2 2025 New
$85.8B
$2.32 Billion 0.23% of portfolio
15,230
Q2 2025 New
$52.7B
$2.21 Billion 0.22% of portfolio
4,144
Q2 2025 New
$0
$2.18 Billion 0.22% of portfolio
5,146
Q2 2025 New
$58.1B
$2.19 Billion 0.22% of portfolio
6,694
Q2 2025 New
$163B
$2.16 Billion 0.22% of portfolio
17,524
Q2 2025 New
$99.8B
$2.21 Billion 0.22% of portfolio
24,055
Q2 2025 New
$92.4B
$2.09 Billion 0.21% of portfolio
4,771
Q2 2025 New
$64.5B
$2 Billion 0.2% of portfolio
7,100
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 814
  • Current Value $1 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date September 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 745 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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