Position in NVDA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$62,254,802
+$5,766,817 QoQ
Shares Held
311,134
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
6.40%
of 13F equity value
Holder Rank
#1,024
of 5,893 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Caldwell Trust Co holds $108,014,838 across 15 Semiconductors names. NVDA ranks #1 (57.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
311,134 | $62,254,802 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
22,037 | $10,524,210 | |
| 3 | AVGO |
Broadcom Inc.
|
27,683 | $10,457,253 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
24,560 | $7,316,178 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
7,107 | $4,128,527 | |
| 6 | TXN |
Texas Instruments Inc
|
10,798 | $3,218,559 | |
| 7 | ADI |
Analog Devices Inc
|
7,006 | $2,782,572 | |
| 8 | QCOM |
Qualcomm Inc/De
|
14,309 | $2,644,160 |
All Filings in NVDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,254,802 | 311,134 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $56,487,985 | 323,899 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $60,374,153 | 323,722 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $62,393,098 | 334,404 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $55,028,864 | 348,306 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $37,634,413 | 347,245 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $47,987,725 | 357,344 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $45,819,312 | 377,300 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $49,835,047 | 403,392 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $37,553,759 | 41,562 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $21,428,168 | 43,270 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $19,095,625 | 43,899 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $18,722,018 | 44,258 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $12,275,489 | 44,193 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $6,549,994 | 44,820 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $5,672,554 | 46,730 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $7,027,106 | 46,356 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $12,740,651 | 46,693 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $13,625,233 | 46,327 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $9,474,669 | 45,736 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $8,152,218 | 10,189 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $5,822,528 | 10,905 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $5,419,913 | 10,379 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $5,577,813 | 10,306 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $3,745,172 | 9,858 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $2,612,012 | 9,909 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||