Notify me when Caldwell Trust Co files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 754 | $1,125,028,570 | +$70,617,915 | -$27,294,427 | +$43,323,488 | AAPL, NVDA, SPY, GOOGL, MSFT | 13F-HR | 30 Jan 2026, 11:16 |
| Q3 2025 | 750 | $1,069,864,003 | +$22,576,357 | -$23,921,342 | -$1,344,985 | AAPL, NVDA, SPY, MSFT, GOOGL | 13F-HR | 23 Oct 2025, 10:41 |
| Q2 2025 | 745 | $1,000,011,830 | +$20,563,162 | -$14,568,338 | +$5,994,824 | NVDA, AAPL, SPY, MSFT, AMZN | 13F-HR | 22 Sep 2025, 15:13 |
| Q1 2025 | 751 | $932,082,444 | +$23,888,458 | -$21,356,685 | +$2,531,773 | AAPL, NVDA, SPY, MSFT, AMZN | 13F-HR | 23 Sep 2025, 16:49 |
| Q4 2024 | 711 | $957,335,267 | +$43,171,063 | -$38,187,951 | +$4,983,112 | AAPL, NVDA, SPY, MSFT, AMZN | 13F-HR | 24 Sep 2025, 12:44 |
| Q3 2024 | 703 | $952,247,140 | +$27,304,412 | -$27,132,498 | +$171,914 | AAPL, NVDA, SPY, MSFT, AMZN | 13F-HR | 24 Sep 2025, 12:45 |
| Q2 2024 | 690 | $903,648,644 | +$79,206,134 | -$14,855,628 | +$64,350,506 | AAPL, NVDA, MSFT, SPY, AMZN | 13F-HR | 24 Sep 2025, 12:46 |
| Q1 2024 | 702 | $859,055,801 | +$33,118,389 | -$27,579,455 | +$5,538,934 | AAPL, NVDA, SPY, MSFT, AMZN | 13F-HR | 24 Sep 2025, 12:47 |
| Q4 2023 | 703 | $792,093,031 | +$10,584,064 | -$22,913,149 | -$12,329,085 | AAPL, SPY, MSFT, NVDA, AMZN | 13F-HR | 01 Oct 2025, 14:58 |
| Q3 2023 | 705 | $733,068,789 | +$15,836,724 | -$21,873,513 | -$6,036,789 | AAPL, SPY, MSFT, NVDA, GOOGL | 13F-HR | 01 Oct 2025, 15:00 |
| Q2 2023 | 756 | $766,491,233 | +$29,026,047 | -$28,753,615 | +$272,432 | AAPL, MSFT, SPY, HD, NVDA | 13F-HR | 01 Oct 2025, 15:02 |
| Q1 2023 | 728 | $720,669,420 | +$14,885,449 | -$26,992,381 | -$12,106,932 | AAPL, SPY, MSFT, HD, NEE | 13F-HR | 01 Oct 2025, 15:06 |
| Q4 2022 | 726 | $707,103,810 | +$7,849,943 | -$31,155,553 | -$23,305,610 | AAPL, SPY, MSFT, HD, NEE | 13F-HR | 01 Oct 2025, 16:23 |
| Q3 2022 | 721 | $673,288,831 | +$26,935,975 | -$23,788,645 | +$3,147,330 | AAPL, SPY, IGSB, MSFT, NEE | 13F-HR | 01 Oct 2025, 16:27 |
| Q2 2022 | 739 | $726,538,477 | +$33,822,384 | -$22,072,669 | +$11,749,715 | AAPL, IGSB, SPY, MSFT, NEE | 13F-HR | 01 Oct 2025, 17:53 |
| Q1 2022 | 745 | $839,285,821 | +$22,438,801 | -$13,937,476 | +$8,501,325 | AAPL, IGSB, SPY, MSFT, AMZN | 13F-HR | 01 Oct 2025, 17:54 |
| Q4 2021 | 743 | $869,548,377 | +$18,224,003 | -$13,385,289 | +$4,838,714 | AAPL, IGSB, SPY, MSFT, HD | 13F-HR | 02 Oct 2025, 11:34 |
| Q3 2021 | 732 | $791,190,498 | +$48,388,085 | -$10,332,098 | +$38,055,987 | IGSB, AAPL, SPY, AMZN, MSFT | 13F-HR | 02 Oct 2025, 11:35 |
| Q2 2021 | 737 | $764,123,874 | +$26,802,426 | -$18,313,122 | +$8,489,304 | IGSB, AAPL, SPY, AMZN, MSFT | 13F-HR | 02 Oct 2025, 11:38 |
| Q1 2021 | 710 | $717,094,981 | +$37,523,082 | -$14,030,035 | +$23,493,047 | AAPL, IGSB, SPY, AMZN, MSFT | 13F-HR | 02 Oct 2025, 11:40 |
| Q4 2020 | 715 | $660,991,084 | +$30,521,034 | -$19,296,899 | +$11,224,135 | AAPL, SPY, IGSB, AMZN, NEE | 13F-HR | 02 Oct 2025, 15:43 |
| Q3 2020 | 721 | $608,300,223 | +$39,265,277 | -$46,136,974 | -$6,871,697 | AAPL, AMZN, SPY, IGSB, MSFT | 13F-HR | 02 Oct 2025, 16:03 |
| Q2 2020 | 759 | $596,955,899 | +$13,411,792 | -$29,853,504 | -$16,441,712 | AAPL, SPY, AMZN, MSFT, HD | 13F-HR | 02 Oct 2025, 16:06 |
| Q1 2020 | 795 | $527,956,959 | +$9,989,304 | -$13,864,163 | -$3,874,859 | SPY, AAPL, AMZN, NEE, FLOT | 13F-HR | 02 Oct 2025, 16:08 |
| Q4 2019 | 802 | $654,813,454 | $0 | $0 | $0 | SPY, AAPL, NEE, FLOT, AMZN | 13F-HR | 06 Oct 2025, 11:01 |