Long-term investor
Caldwell Trust Co. @caldwelltrustco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002080218).
Record
- Tracked since 2019-12-31 (2442 days), 121 trades recorded
- Returns: week n/a · month n/a · 90 days +9.0% · 6 months +8.6% · 1 year +18.1% · all +18.1%
- Max drawdown -2.0% · Sharpe 1.10 · win rate 7% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.8% · long · since 2019-12-31
- NVDA · 5.0% · long · since 2019-12-31
- SPY · 3.8% · long · since 2019-12-31
- GOOGL · 3.4% · long · since 2019-12-31
- AMZN · 2.6% · long · since 2019-12-31
- MSFT · 2.3% · long · since 2019-12-31
- LLY · 2.1% · long · since 2019-12-31
- 464287200 · 1.9% · long · since 2019-12-31
- 922908363 · 1.8% · long · since 2019-12-31
- JPM · 1.8% · long · since 2019-12-31
- CAT · 1.5% · long · since 2019-12-31
- 46137V357 · 1.4% · long · since 2019-12-31
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