§ 13F · FUND PROFILE
Caldwell Trust Co.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $952.2T (13F)Positions · 774Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 245K | $66.5T | 5.9% | −1% |
| 2 | NVDA | NVIDIA CORPORATION | 319K | $59.4T | 5.3% | −3% |
| 3 | SPY | SPDR S&P 500 ETF TR | 62K | $42.0T | 3.7% | −1% |
| 4 | GOOGL | ALPHABET INC | 123K | $38.4T | 3.4% | −5% |
| 5 | MSFT | MICROSOFT CORP | 73K | $35.4T | 3.1% | −1% |
| 6 | AMZN | AMAZON COM INC | 131K | $30.3T | 2.7% | ±0% |
| 7 | VOO | VANGUARD INDEX FDS | 37K | $23.4T | 2.1% | +425% |
| 8 | LLY | ELI LILLY & CO | 20K | $22.0T | 2.0% | — |
| 9 | JPM | JPMORGAN CHASE & CO. | 65K | $20.9T | 1.9% | −2% |
| 10 | IVV | ISHARES TR | 29K | $19.9T | 1.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CALDWELL SIGNAL
AC read
Caldwell Trust Co is a Other fund managing $952247.1 trillion in assets. The fund runs a broad portfolio of 774 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
27 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed