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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$424B
$55 Billion 5.5% of portfolio
348,306
Q2 2025 New
$3.84T
$51.5 Billion 5.15% of portfolio
250,773
Q2 2025 New
$3.8T
$37.1 Billion 3.71% of portfolio
74,659
Q2 2025 New
$2.36T
$29.4 Billion 2.94% of portfolio
133,840
Q2 2025 New
$1.5T
$23.4 Billion 2.34% of portfolio
132,700
Q2 2025 New
$914B
$19.8 Billion 1.98% of portfolio
68,184
Q2 2025 New
$427B
$19.4 Billion 1.94% of portfolio
52,967
Q2 2025 New
$722B
$17.2 Billion 1.72% of portfolio
22,083
Q2 2025 New
$426B
$14.7 Billion 1.47% of portfolio
14,897
Q2 2025 New
$571B
$13.1 Billion 1.31% of portfolio
23,285
Q2 2025 New
$138B
$12.8 Billion 1.28% of portfolio
183,839
Q2 2025 New
$566B
$11.3 Billion 1.13% of portfolio
31,814
Q2 2025 New
$283B
$10.8 Billion 1.08% of portfolio
110,623
Q2 2025 New
$224B
$10.6 Billion 1.06% of portfolio
36,188
Q2 2025 New
$644B
$10.5 Billion 1.05% of portfolio
21,614
Q2 2025 New
$380B
$10.5 Billion 1.05% of portfolio
65,627
Q2 2025 New
$147B
$8.58 Billion 0.86% of portfolio
30,728
Q2 2025 New
$313B
$8.19 Billion 0.82% of portfolio
57,221
Q2 2025 New
$140B
$7.81 Billion 0.78% of portfolio
28,339
Q2 2025 New
$238B
$7.35 Billion 0.73% of portfolio
18,930
Q2 2025 New
$547B
$7.35 Billion 0.73% of portfolio
5,485
Q2 2025 New
$235B
$7.06 Billion 0.71% of portfolio
51,929
Q2 2025 New
$134B
$6.96 Billion 0.7% of portfolio
30,234
Q2 2025 New
$130B
$6.86 Billion 0.69% of portfolio
45,874
Q2 2025 New
$480B
$6.38 Billion 0.64% of portfolio
59,169
Q2 2025 New
$142B
$6.04 Billion 0.6% of portfolio
25,919
Q2 2025 New
$444B
$5.83 Billion 0.58% of portfolio
8
Q2 2025 New
$251B
$5.59 Billion 0.56% of portfolio
17,531
Q2 2025 New
$813B
$5.55 Billion 0.55% of portfolio
25,367
Q2 2025 New
$1.75T
$5.23 Billion 0.52% of portfolio
7,080
Q2 2025 New
$278B
$5.13 Billion 0.51% of portfolio
73,894
Q2 2025 New
$242B
$4.92 Billion 0.49% of portfolio
18,047
Q2 2025 New
$298B
$4.79 Billion 0.48% of portfolio
20,119
Q2 2025 New
$232B
$4.8 Billion 0.48% of portfolio
16,294
Q2 2025 New
$390B
$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
$258B
$4.64 Billion 0.46% of portfolio
25,461
Q2 2025 New
$1.36T
$4.52 Billion 0.45% of portfolio
19,951
Q2 2025 New
$320B
$4.52 Billion 0.45% of portfolio
14,489
Q2 2025 New
$195B
$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
$77.5B
$4.13 Billion 0.41% of portfolio
31,006
Q2 2025 New
$290B
$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
$206B
$3.81 Billion 0.38% of portfolio
48,103
Q2 2025 New
$47.7B
$3.47 Billion 0.35% of portfolio
23,827
Q2 2025 New
$1.52T
$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
$233B
$3.25 Billion 0.33% of portfolio
22,258
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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