Managers / Q1 2026

Caldwell Trust Co

CIK 0002080218 · 1400 CENTER ROAD, VENICE, FL, 34292 · 941-493-3600

Reported Value

$1.1B

Q1 2026

Positions

858

Filings on Record

2019–present window

Filed

Apr 22, 2026

original filing

Summary

Caldwell Trust Co reported $1.1B in U.S.-listed holdings across 858 positions for Q1 2026.

Its largest position, AAPL, represents 5.6% of the portfolio.

13F Reported Value

By security type

Composition data arrives with ticker enrichment.

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#	Issuer	Class	% Portfolio	Value ↓	Shares

Quarter	Reported Value	Positions	Filed	Type	Links
Q1 2026	$1.1B	858	Apr 22, 2026	13F-HR	changes · EDGAR ↗
Q4 2025	$1.1B	819	Jan 30, 2026	13F-HR	changes · EDGAR ↗
Q3 2025	$1.1B	816	Oct 23, 2025	13F-HR	changes · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.