Caldwell Trust Co
Caldwell Trust Co reported 811 positions worth $1.24B as of June 30, 2026 (13F filed August 3, 2026). Largest holding: AAPL (5.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $71.9M | 5.82% | 248,637 | — | — | |
| ▸ 2 | NVDA | SH | $62.3M | 5.03% | 311,134 | — | — | |
| ▸ 3 | SPY | SH | $46.6M | 3.77% | 62,426 | — | — | |
| ▸ 4 | GOOGL | SH | $42.2M | 3.41% | 118,159 | — | — | |
| ▸ 5 | AMZN | SH | $31.7M | 2.56% | 132,898 | — | — | |
| ▸ 6 | MSFT | SH | $28.6M | 2.31% | 76,644 | — | — | |
| ▸ 7 | LLY | SH | $25.8M | 2.09% | 21,550 | — | — | |
| ▸ 8 | IVV | SH | $23.6M | 1.91% | 31,504 | — | — | |
| ▸ 9 | VOO | SH | $22.5M | 1.82% | 32,714 | — | — | |
| ▸ 10 | JPM | SH | $21.8M | 1.77% | 66,710 | — | — |
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Frequently Asked Questions
What stocks does Caldwell Trust Co hold as of Q2 2026?
Caldwell Trust Co reported 811 positions worth $1.24B in its Q2 2026 13F filing. Largest positions: AAPL (5.8%), NVDA (5.0%), SPY (3.8%), GOOGL (3.4%) and AMZN (2.6%).
What did Caldwell Trust Co buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Caldwell Trust Co sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.