—

Caldwell Trust Co

Q1 2026 13F Holdings

  • Location
    venice, FL
  • Num holdings

    784

  • Value ($000)

    $1,119,349

  • Date Filed
    04/22/2026
  • Form type
    13F-HR
  • CIK
    0002080218
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$63.76M
6 %

251,215

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$56.49M
5 %

323,899

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$40.73M
4 %

62,622

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$35.09M
3 %

122,040

M
MSFT

MICROSOFT CORP

COM
594918104
$28.38M
3 %

76,667

A
AMZN

AMAZON COM INC

COM
023135106
$28.15M
3 %

135,145

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$21.92M
2 %

36,690

L
LLY

ELI LILLY & CO

COM
532457108
$19.99M
2 %

21,732

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$19.78M
2 %

30,277

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$19.6M
2 %

66,639

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 784