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Caldwell Trust Co - Portfolio Stock Holdings

Caldwell Trust Co disclosed 846 stock positions in a recent SEC 13F filing. $1,225,879,759 of stock holdings were filed, with the largest holdings including AAPL, NVDA, and SPY. This filing represented positions held on June 30, 2026, and was filed today.

Report Period:

June 30, 2026

No. of Stocks:

846

Est. Stock Holding Value:

$1,225,879,759

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Caldwell Trust Co

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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