Position in SNOW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$763,500
+$513,592 QoQ
Shares Held
3,000
+81.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#806
of 1,453 holders
Holding Since
Dec 2023
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SNOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Caldwell Trust Co holds $8,184,204 across 14 Software - Application names. SNOW ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
11,075 | $2,480,246 | |
| 2 | PAYX |
Paychex Inc
|
18,036 | $1,773,479 | |
| 3 | CRM |
Salesforce, Inc.
|
10,716 | $1,678,768 | |
| 4 | SNOW |
Snowflake Inc.
This page
|
3,000 | $763,500 | |
| 5 | UBER |
Uber Technologies, Inc
|
4,476 | $322,988 | |
| 6 | ADBE |
Adobe Inc.
|
1,558 | $319,420 | |
| 7 | ROP |
Roper Technologies Inc
|
675 | $228,412 | |
| 8 | INTU |
Intuit Inc.
|
853 | $222,633 |
All Filings in SNOW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $763,500 | 3,000 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $249,908 | 1,657 | Shares | Sole | 2026-04-22 | |
| 2023-12-31 | $3,781 | 19 | Shares | Sole | 2025-10-01 | |
| No filing history on record for this holder in this stock. | ||||||