Holdings
Caldwell Trust Co
As of Jun 30, 2026, Caldwell Trust Co reported 500 positions worth US$854M. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 249K | US$71.9M | −2,578 | Jun 30, 2026 |
| Nvidia Corporation | 311K | US$62.3M | −12,765 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 135K | US$48.3M | −4,952 | Jun 30, 2026 |
| Amazon.com, Inc. | 133K | US$31.7M | −2,247 | Jun 30, 2026 |
| Microsoft Corp. | 76,644 | US$28.6M | −23 | Jun 30, 2026 |
| Eli Lilly And Company | 21,550 | US$25.8M | −182 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 66,710 | US$21.8M | +71 | Jun 30, 2026 |
| Caterpillar, Inc. | 17,533 | US$18.7M | −821 | Jun 30, 2026 |
| Home Depot, Inc. (the) | 46,646 | US$16.5M | −765 | Jun 30, 2026 |
| Costco Wholesale Corporation | 16,592 | US$15.5M | +674 | Jun 30, 2026 |