Position in CRSP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,454
+$697 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#423
of 522 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRSP Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Caldwell Trust Co holds $118,050 across 7 Biotechnology names. CRSP ranks #3 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRYS |
Krystal Biotech, Inc.
|
250 | $92,917 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
28 | $17,459 | |
| 3 | CRSP |
CRISPR Therapeutics AG
This page
|
100 | $5,454 | |
| 4 | BNTX |
BioNTech SE
|
10 | $930 | |
| 5 | TECX |
Tectonic Therapeutic, Inc.
|
20 | $687 | |
| 6 | GMAB |
Genmab A/S
|
11 | $302 | |
| 7 | GNLX |
GENELUX Corp
|
100 | $301 |
All Filings in CRSP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,454 | 100 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $4,757 | 100 | Shares | Defined | 2026-04-22 | |
| 2025-12-31 | $5,244 | 100 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $6,481 | 100 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $4,864 | 100 | Shares | Defined | 2025-09-22 | |
| 2025-03-31 | $3,403 | 100 | Shares | Defined | 2025-09-23 | |
| 2024-12-31 | $3,936 | 100 | Shares | Defined | 2025-09-24 | |
| 2024-09-30 | $4,698 | 100 | Shares | Defined | 2025-09-24 | |
| 2024-06-30 | $5,401 | 100 | Shares | Defined | 2025-09-24 | |
| 2024-03-31 | $6,816 | 100 | Shares | Defined | 2025-09-24 | |
| 2023-12-31 | $6,260 | 100 | Shares | Defined | 2025-10-01 | |
| 2023-09-30 | $4,539 | 100 | Shares | Defined | 2025-10-01 | |
| 2023-06-30 | $5,614 | 100 | Shares | Defined | 2025-10-01 | |
| 2023-03-31 | $4,523 | 100 | Shares | Defined | 2025-10-01 | |
| 2022-12-31 | $4,065 | 100 | Shares | Defined | 2025-10-01 | |
| 2022-09-30 | $6,535 | 100 | Shares | Defined | 2025-10-01 | |
| 2022-06-30 | $6,077 | 100 | Shares | Defined | 2025-10-02 | |
| 2022-03-31 | $6,277 | 100 | Shares | Defined | 2025-10-02 | |
| 2021-12-31 | $7,578 | 100 | Shares | Defined | 2025-10-02 | |
| 2021-09-30 | $11,193 | 100 | Shares | Defined | 2025-10-02 | |
| 2021-06-30 | $16,189 | 100 | Shares | Defined | 2025-10-02 | |
| 2021-03-31 | $12,185 | 100 | Shares | Defined | 2025-10-02 | |
| 2020-12-31 | $15,311 | 100 | Shares | Defined | 2025-10-02 | |
| 2020-09-30 | $8,364 | 100 | Shares | Defined | 2025-10-02 | |
| 2020-06-30 | $7,349 | 100 | Shares | Defined | 2025-10-02 | |
| 2020-03-31 | $4,241 | 100 | Shares | Defined | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||