Caldwell Trust
$1.1B Assets Reported
795 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 251,215 | $64M | 5.7% |
| NVDA | NVIDIA CORPORATION | 323,899 | $56M | 5.0% |
| SPY | STATE STR SPDR S&P 500 ETF T | 62,622 | $41M | 3.6% |
| GOOGL | ALPHABET INC | 122,040 | $35M | 3.1% |
| MSFT | MICROSOFT CORP | 76,667 | $28M | 2.5% |
| AMZN | AMAZON COM INC | 135,145 | $28M | 2.5% |
| VOO | VANGUARD INDEX FDS | 36,690 | $22M | 2.0% |
| LLY | ELI LILLY & CO | 21,732 | $20M | 1.8% |
| IVV | ISHARES TR | 30,277 | $20M | 1.8% |
| JPM | JPMORGAN CHASE & CO | 66,639 | $20M | 1.8% |
Track Caldwell Trust's 13F portfolio: $1.1B in reported holdings, 795 positions. Top holdings, AUM, and quarterly changes on SentiSense.