Caldwell Trust
$1.2B 13F equity value
853 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Caldwell Trust covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 248,637 | $72M | 5.8% |
| NVDA | NVIDIA CORPORATION | 311,134 | $62M | 5.0% |
| SPY | STATE STR SPDR S&P 500 ETF T | 62,426 | $47M | 3.8% |
| GOOGL | ALPHABET INC | 118,159 | $42M | 3.4% |
| AMZN | AMAZON COM INC | 132,898 | $32M | 2.6% |
| MSFT | MICROSOFT CORP | 76,644 | $29M | 2.3% |
| LLY | ELI LILLY & CO | 21,550 | $26M | 2.1% |
| IVV | ISHARES TR | 31,504 | $24M | 1.9% |
| VOO | VANGUARD INDEX FDS | 32,714 | $22M | 1.8% |
| JPM | JPMORGAN CHASE & CO | 66,710 | $22M | 1.8% |
Track Caldwell Trust's 13F portfolio: $1.2B in reported holdings, 853 positions. Top holdings and quarterly changes on SentiSense.
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