Caldwell Trust Co
BankTop Portfolio Positions
539 positions ·
$844,931,502 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
251,215 | $63,755,853 | 7.55% | |
| NVDA |
Nvidia Corp
Technology
|
323,899 | $56,487,985 | 6.69% | |
| SPY |
Spdr S&P 500 ETF Trust
|
62,622 | $40,725,590 | 4.82% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
122,040 | $35,093,822 | 4.15% | |
| MSFT |
Microsoft Corp
Technology
|
76,667 | $28,379,823 | 3.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
135,145 | $28,146,649 | 3.33% | |
| LLY |
ELI LILLY & Co
Healthcare
|
21,732 | $19,988,441 | 2.37% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
66,639 | $19,602,528 | 2.32% | |
| NEE |
Nextera Energy Inc
Utilities
|
175,422 | $16,293,195 | 1.93% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
15,918 | $15,861,172 | 1.88% |
Portfolio Trend
Holdings in DTI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,286 | 759 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,859 | 759 | Shares | Sole | 2026-01-30 | |
| No 13F history on record for this holder in this stock. | ||||||