Caldwell Investment Management Ltd. - Portfolio overview

Caldwell Investment Management Ltd. has 64 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. MS - MORGAN STANLEY, 14.36%
2. CBOE - CBOE GLOBAL MKTS INC, 12.08%
3. MIAX - MIAMI INTL HLDGS INC, 9.03%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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