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
$38.5B
$2.01 Billion 0.2% of portfolio
29,353
Q2 2025 New
$258B
$1.96 Billion 0.2% of portfolio
27,841
Q2 2025 New
$65.4B
$2.03 Billion 0.2% of portfolio
2,691
Q2 2025 New
$68.8B
$1.89 Billion 0.19% of portfolio
12,147
Q2 2025 New
$74.1B
$1.86 Billion 0.19% of portfolio
5,200
Q2 2025 New
$58.3B
$1.91 Billion 0.19% of portfolio
8,736
Q2 2025 New
$0
$1.93 Billion 0.19% of portfolio
24,578
Q2 2025 New
$172B
$1.81 Billion 0.18% of portfolio
19,805
Q2 2025 New
$34.5B
$1.82 Billion 0.18% of portfolio
17,497
Q2 2025 New
$4.55B
$1.85 Billion 0.18% of portfolio
60,000
Q2 2025 New
$0
$1.81 Billion 0.18% of portfolio
14,647
Q2 2025 New
$10.7B
$1.77 Billion 0.18% of portfolio
27,051
Q2 2025 New
$75.6B
$1.67 Billion 0.17% of portfolio
6,186
Q2 2025 New
$47.9B
$1.65 Billion 0.17% of portfolio
23,005
Q2 2025 New
$169B
$1.68 Billion 0.17% of portfolio
4,332
Q2 2025 New
$80.6B
$1.67 Billion 0.17% of portfolio
6,772
Q2 2025 New
$64.4B
$1.71 Billion 0.17% of portfolio
6,693
Q2 2025 New
$106B
$1.69 Billion 0.17% of portfolio
5,228
Q2 2025 New
$38.3B
$1.66 Billion 0.17% of portfolio
15,485
Q2 2025 New
$95.6B
$1.7 Billion 0.17% of portfolio
36,629
Q2 2025 New
$64B
$1.74 Billion 0.17% of portfolio
14,584
Q2 2025 New
$54B
$1.72 Billion 0.17% of portfolio
3,043
Q2 2025 New
$63.1B
$1.67 Billion 0.17% of portfolio
12,394
Q2 2025 New
$117B
$1.61 Billion 0.16% of portfolio
27,520
Q2 2025 New
$0
$1.63 Billion 0.16% of portfolio
30,203
Q2 2025 New
$1.94B
$1.55 Billion 0.16% of portfolio
12,578
Q2 2025 New
$0
$1.63 Billion 0.16% of portfolio
16,733
Q2 2025 New
$142B
$1.58 Billion 0.16% of portfolio
3,108
Q2 2025 New
$0
$1.55 Billion 0.15% of portfolio
8,744
Q2 2025 New
$127B
$1.49 Billion 0.15% of portfolio
6,259
Q2 2025 New
$323B
$1.54 Billion 0.15% of portfolio
19,199
Q2 2025 New
$99.5B
$1.48 Billion 0.15% of portfolio
2,026
Q2 2025 New
$40.8B
$1.49 Billion 0.15% of portfolio
18,284
Q2 2025 New
Ge Healthcare Technologies I
-
$1.53 Billion 0.15% of portfolio
-
Q2 2025 New
$22.3B
$1.47 Billion 0.15% of portfolio
15,271
Q2 2025 New
$12.4B
$1.43 Billion 0.14% of portfolio
7,245
Q2 2025 New
$135B
$1.28 Billion 0.13% of portfolio
52,612
Q2 2025 New
$205B
$1.28 Billion 0.13% of portfolio
10,352
Q2 2025 New
Jacobs Solutions Inc
-
$1.27 Billion 0.13% of portfolio
-
Q2 2025 New
$61.4B
$1.3 Billion 0.13% of portfolio
12,857
Q2 2025 New
Linde PLC
-
$1.29 Billion 0.13% of portfolio
-
Q2 2025 New
$0
$1.35 Billion 0.13% of portfolio
10,136
Q2 2025 New
$42.4B
$1.33 Billion 0.13% of portfolio
10,297
Q2 2025 New
$153B
$1.26 Billion 0.13% of portfolio
2,310
Q2 2025 New
$0
$1.15 Billion 0.12% of portfolio
15,620
Q2 2025 New
$257B
$1.15 Billion 0.12% of portfolio
8,134
Q2 2025 New
$86.5B
$1.19 Billion 0.12% of portfolio
5,579
Q2 2025 New
$0
$1.21 Billion 0.12% of portfolio
12,665
Q2 2025 New
$86.1B
$1.16 Billion 0.12% of portfolio
17,245
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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