Position in TXN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,218,559
+$1,331,519 QoQ
Shares Held
10,798
+11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,018
of 2,846 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TXN 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. TXN ranks #6 (3.0% 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
This page
|
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 TXN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,218,559 | 10,798 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,887,040 | 9,720 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,559,154 | 8,987 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,348,394 | 7,339 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $436,624 | 2,103 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $320,405 | 1,783 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $302,453 | 1,613 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $418,923 | 2,028 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $313,387 | 1,611 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $280,652 | 1,611 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $278,702 | 1,635 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $249,645 | 1,570 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $292,712 | 1,626 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $312,310 | 1,679 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $277,404 | 1,679 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $284,949 | 1,841 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $253,983 | 1,653 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $303,292 | 1,653 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $311,540 | 1,653 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $386,342 | 2,010 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $376,908 | 1,960 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $332,622 | 1,760 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $293,792 | 1,790 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $325,703 | 2,281 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $381,798 | 3,007 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $300,489 | 3,007 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||