SEC Form 13F

Caldwell Trust Co 13F Holdings

Report period2026-06-30
Publicly available2026-08-04
Reported value$1,236,601,716
Positions811

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOM$71,945,603248,637
NVIDIA CORPORATIONNVDACOM$62,254,802311,134
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$46,617,86462,426
ALPHABET INCGOOGLCAP STK CL A$42,226,482118,159
AMAZON COM INCAMZNCOM$31,674,909132,898
MICROSOFT CORPMSFTCOM$28,589,74576,644
ELI LILLY & COLLYCOM$25,847,71621,550
ISHARES TRIVVCORE S&P500 ETF$23,593,03131,504
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$22,468,30232,714
JPMORGAN CHASE & COJPMCOM$21,836,18466,710

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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