Caldwell Trust Co: 13F holdings
CIK 20802182026Q2
| Positions | 811 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 811 (+27 vs prior quarter) |
|---|
| Reported value | $1.2bn (+10.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 248,637 | $71.9m | 5.8% |
| NVDA NVIDIA CORPORATION | 311,134 | $62.3m | 5.0% |
| SPY STATE STR SPDR S&P 500 ETF T | 62,426 | $46.6m | 3.8% |
| GOOGL ALPHABET INC | 118,159 | $42.2m | 3.4% |
| AMZN AMAZON COM INC | 132,898 | $31.7m | 2.6% |
| MSFT MICROSOFT CORP | 76,644 | $28.6m | 2.3% |
| LLY ELI LILLY & CO | 21,550 | $25.8m | 2.1% |
| IVV ISHARES TR | 31,504 | $23.6m | 1.9% |
| VOO VANGUARD INDEX FDS | 32,714 | $22.5m | 1.8% |
| JPM JPMORGAN CHASE & CO | 66,710 | $21.8m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2080218")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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