Position in TECX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$687
+$69 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#111
of 123 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TECX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Caldwell Trust Co holds $118,050 across 7 Biotechnology names. TECX ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRYS |
Krystal Biotech, Inc.
|
250 | $92,917 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
28 | $17,459 | |
| 3 | CRSP |
CRISPR Therapeutics AG
|
100 | $5,454 | |
| 4 | BNTX |
BioNTech SE
|
10 | $930 | |
| 5 | TECX |
Tectonic Therapeutic, Inc.
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|
20 | $687 | |
| 6 | GMAB |
Genmab A/S
|
11 | $302 | |
| 7 | GNLX |
GENELUX Corp
|
100 | $301 |
All Filings in TECX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $687 | 20 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $618 | 20 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $417 | 20 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $313 | 20 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $397 | 20 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $354 | 20 | Shares | Sole | 2025-09-23 | |
| No filing history on record for this holder in this stock. | ||||||