Position in IT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$25,924
-$5,744 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#506
of 647 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Caldwell Trust Co holds $7,446,630 across 9 Information Technology Services names. IT ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
22,680 | $6,377,842 | |
| 2 | ACN |
Accenture plc
|
4,028 | $501,244 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
5,421 | $210,768 | |
| 4 | CDW |
CDW Corp
|
990 | $139,233 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
993 | $135,991 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
1,075 | $41,634 | |
| 7 | IT |
Gartner Inc
This page
|
200 | $25,924 | |
| 8 | APLD |
Applied Digital Corp.
|
350 | $13,055 |
All Filings in IT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,924 | 200 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $31,668 | 200 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $50,456 | 200 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $52,574 | 200 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $80,844 | 200 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $83,948 | 200 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $96,894 | 200 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $101,352 | 200 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $89,812 | 200 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $95,334 | 200 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $90,222 | 200 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $68,722 | 200 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $70,062 | 200 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $65,154 | 200 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $67,228 | 200 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $55,338 | 200 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $48,366 | 200 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $59,492 | 200 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $66,864 | 200 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $60,776 | 200 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $48,440 | 200 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $36,510 | 200 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $32,038 | 200 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $24,990 | 200 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $24,266 | 200 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $19,914 | 200 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||