Caldwell Trust Co - Portfolio Stock Holdings
Caldwell Trust Co disclosed 837 stock positions in a recent SEC 13F filing. $1,264,229,554 of stock holdings were filed, with the largest holdings including AAPL, NVDA, and SPY. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.Report Period:
Sept. 30, 2026No. of Stocks:
837Est. Stock Holding Value:
$1,264,229,554Top Stock Holdings By Sector
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Portfolio Stock Holdings - Caldwell Trust Co
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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