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Home > Institutional Investor > Caldwell Trust Co > Profile

Instuitional Investor - Caldwell Trust Co

Fund Profile
Filing Period:
Fund Name: Caldwell Trust Co
Portfolio Value $1,236,601,716
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 248,637 $71,945,603 5.82%
2.
Nvidia Corp
 NVDA 311,134 $62,254,802 5.03%
3.
Spdr S & P 500 Etf Trust
 SPY 62,426 $46,617,864 3.77%
4.
Alphabet Inc.
 GOOGL 118,159 $42,226,482 3.41%
5.
Amazon Com Inc
 AMZN 132,898 $31,674,909 2.56%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.