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
$1.37T
$643 Million 0.06% of portfolio
2,024
Q2 2025 New
$126B
$561 Million 0.06% of portfolio
6,433
Q2 2025 New
$40.1B
$552 Million 0.06% of portfolio
6,561
Q2 2025 New
$0
$484 Million 0.05% of portfolio
40,533
Q2 2025 New
$69B
$500 Million 0.05% of portfolio
4,740
Q2 2025 New
$115B
$478 Million 0.05% of portfolio
1,248
Q2 2025 New
$82.3B
$505 Million 0.05% of portfolio
2,711
Q2 2025 New
$20.3B
$454 Million 0.05% of portfolio
2,036
Q2 2025 New
$141B
$528 Million 0.05% of portfolio
4,920
Q2 2025 New
$192B
$506 Million 0.05% of portfolio
492
Q2 2025 New
$0
$456 Million 0.05% of portfolio
36,620
Q2 2025 New
$70.4B
$465 Million 0.05% of portfolio
4,706
Q2 2025 New
$27B
$549 Million 0.05% of portfolio
13,074
Q2 2025 New
$36.3B
$537 Million 0.05% of portfolio
7,635
Q2 2025 New
$16.7B
$471 Million 0.05% of portfolio
6,218
Q2 2025 New
$380B
$461 Million 0.05% of portfolio
575
Q2 2025 New
$53.4B
$530 Million 0.05% of portfolio
640
Q2 2025 New
$68.9B
$365 Million 0.04% of portfolio
11,173
Q2 2025 New
$118B
$373 Million 0.04% of portfolio
16,642
Q2 2025 New
$7.92B
$373 Million 0.04% of portfolio
5,000
Q2 2025 New
$55.3B
$443 Million 0.04% of portfolio
4,268
Q2 2025 New
$63.3B
$436 Million 0.04% of portfolio
4,125
Q2 2025 New
$37.3B
$389 Million 0.04% of portfolio
3,933
Q2 2025 New
$177B
$437 Million 0.04% of portfolio
2,103
Q2 2025 New
$265B
$378 Million 0.04% of portfolio
3,127
Q2 2025 New
$15.6B
$346 Million 0.03% of portfolio
1,925
Q2 2025 New
$38.7B
$257 Million 0.03% of portfolio
1,600
Q2 2025 New
$92.1B
$349 Million 0.03% of portfolio
2,104
Q2 2025 New
$16.7B
$260 Million 0.03% of portfolio
5,546
Q2 2025 New
$23.7B
$285 Million 0.03% of portfolio
2,954
Q2 2025 New
$44B
$262 Million 0.03% of portfolio
6,244
Q2 2025 New
$32.6B
$299 Million 0.03% of portfolio
3,657
Q2 2025 New
$53.1B
$302 Million 0.03% of portfolio
977
Q2 2025 New
$93.8B
$301 Million 0.03% of portfolio
600
Q2 2025 New
$39.8B
$338 Million 0.03% of portfolio
1,017
Q2 2025 New
$49.2B
$342 Million 0.03% of portfolio
1,962
Q2 2025 New
$60.2B
$293 Million 0.03% of portfolio
6,822
Q2 2025 New
$96.8B
$326 Million 0.03% of portfolio
3,555
Q2 2025 New
$153B
$298 Million 0.03% of portfolio
4,874
Q2 2025 New
$99.4B
$301 Million 0.03% of portfolio
6,645
Q2 2025 New
$64.5B
$312 Million 0.03% of portfolio
1,167
Q2 2025 New
$70.2B
$271 Million 0.03% of portfolio
2,268
Q2 2025 New
$28.1B
$290 Million 0.03% of portfolio
1,748
Q2 2025 New
$18.3B
$292 Million 0.03% of portfolio
5,000
Q2 2025 New
$50.8B
$279 Million 0.03% of portfolio
3,740
Q2 2025 New
$78.7B
$343 Million 0.03% of portfolio
669
Q2 2025 New
$37.7B
$315 Million 0.03% of portfolio
1,812
Q2 2025 New
$26B
$157 Million 0.02% of portfolio
2,066
Q2 2025 New
$31.5B
$220 Million 0.02% of portfolio
5,359
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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