StockDriftsStockDriftsTop 50 Caldwell Trust Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.82% | 248.6K | $71.9M | -1.03%(-2.58K) | $78.65(+288.26%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.03% | 311.1K | $62.3M | -3.94%(-12.77K) | $14.71(+1436.36%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.77% | 62.4K | $46.6M | -0.31%(-196) | $322.56(+140.38%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.41% | 118.2K | $42.2M | -3.18%(-3.88K) | $68.94(+400.04%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.56% | 132.9K | $31.7M | -1.66%(-2.25K) | $100.56(+161.06%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.31% | 76.6K | $28.6M | -0.03%(-23) | $183.82(+164.43%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.09% | 21.6K | $25.8M | -0.84%(-182) | $219.64(+436.96%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.91% | 31.5K | $23.6M | +4.05%(+1.23K) | $494.83(+57.41%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.82% | 32.7K | $22.5M | -10.84%(-3.98K) | $587.76(+21.25%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.77% | 66.7K | $21.8M | +0.11%(+71) | $124.08(+193.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.27% | +73.98% | +11.86% | +75.11% |
| Top 20 Holdings Unweighted | +17.40% | +61.82% | +10.18% | +62.39% |
Caldwell Trust Co reports $1.24B in US-listed equity holdings across 811 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.8%), NVDA (5.0%) and SPY (3.8%). The top 20 holdings account for 43.52% of reported assets. Its disclosed equity book has returned +73.98% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Caldwell Trust Co’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2080218). View Caldwell Trust Co’s 13F filings on SEC