Position in MLM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$60,553
-$1,258 QoQ
Shares Held
105
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#876
of 1,072 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MLM Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Jun 30, 2026Caldwell Trust Co holds $60,710 across 2 Building Materials names. MLM ranks #1 (99.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MLM |
Martin Marietta Materials Inc
This page
|
105 | $60,553 | |
| 2 | JHX |
James Hardie Industries plc
|
6 | $157 |
All Filings in MLM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,553 | 105 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $61,811 | 105 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $65,379 | 105 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $66,179 | 105 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $57,640 | 105 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $50,203 | 105 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $54,232 | 105 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $56,516 | 105 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $56,889 | 105 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $64,463 | 105 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $52,385 | 105 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $43,100 | 105 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $43,860 | 95 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $23,078 | 65 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $21,968 | 65 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $20,935 | 65 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $19,450 | 65 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $25,017 | 65 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $28,633 | 65 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $22,209 | 65 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $22,867 | 65 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $21,828 | 65 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $18,458 | 65 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $15,298 | 65 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $13,427 | 65 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $12,299 | 65 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||