Position in STM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$224,670
+$121,020 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#428
of 602 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STM 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. STM ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
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 STM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,670 | 3,000 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $103,650 | 3,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $77,820 | 3,000 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $90,432 | 3,200 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $91,230 | 3,000 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $65,880 | 3,000 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $74,910 | 3,000 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $89,190 | 3,000 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $117,840 | 3,000 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $129,720 | 3,000 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $150,390 | 3,000 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $129,480 | 3,000 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $149,970 | 3,000 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $160,470 | 3,000 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $106,710 | 3,000 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $92,820 | 3,000 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $94,410 | 3,000 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $129,660 | 3,000 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $195,520 | 4,000 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $174,520 | 4,000 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $145,520 | 4,000 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $153,320 | 4,000 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $148,480 | 4,000 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $122,760 | 4,000 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $109,640 | 4,000 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $85,480 | 4,000 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||