Position in TOL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,453,292
+$545,442 QoQ
Shares Held
14,891
+6.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#261
of 799 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Caldwell Trust Co holds $2,626,761 across 2 Residential Construction names. TOL ranks #1 (93.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
This page
|
14,891 | $2,453,292 | |
| 2 | LEN |
Lennar Corp /New/
|
1,917 | $173,469 |
All Filings in TOL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,453,292 | 14,891 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,907,850 | 13,980 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,707,828 | 12,630 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,476,302 | 10,687 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,229,522 | 10,773 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $981,247 | 9,293 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $995,760 | 7,906 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $997,078 | 6,454 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $590,297 | 5,125 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $542,189 | 4,191 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $235,594 | 2,292 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $99,624 | 1,347 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $4,586 | 58 | Shares | Sole | 2025-10-01 | |
| No filing history on record for this holder in this stock. | ||||||