Caldwell Trust Co filed its 13F report for Q4 2025 on January 30, 2026. The portfolio totaled 1.13 B reflecting a +5.16% change from the prior quarter, spanning 754 assets. The top 10 holdings comprised 32.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 43 new positions and 39 complete exits.
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Caldwell Trust Co submitted their Form 13F-HR for the Q4 2025 period on 01/30/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Caldwell Trust Co reported a managed portfolio value of 1.13 B, consisting of 819 individual positions.
This page displays the raw filing documents. To see which stocks Caldwell Trust Co bought or sold during Q4 2025, please visit Caldwell Trust Co's Portfolio Analysis page.