Caldwell Trust Co

**Caldwell Trust Co.** manages $1.1B across a diversified portfolio of 754 positions. The fund maintains significant exposure to mega-cap technology and index vehicles, with top holdings including AAPL at $67.7M and NVDA at $60.4M. Further allocations are concentrated in core market indices, notably SPY ($42.0M) and VOO ($23.4M), alongside major growth names like GOOGL ($38.6M) and MSFT ($36.2M). This structure reflects a large-cap, blue-chip orientation within the current market cycle.

📌 Top Holdings