CIK 2080218
Caldwell Trust Co
Institutional 13F holdings & portfolio
Holdings
754
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
25
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 754
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 245K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 319K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 62K | $1M+ | SH |
| GOOGL | ALPHABET INC | 123K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 73K | $1M+ | SH |
| AMZN | AMAZON COM INC | 131K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 37K | $1M+ | SH |
| LLY | ELI LILLY & CO | 20K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 65K | $1M+ | SH |
| IVV | ISHARES TR | 29K | $1M+ | SH |
| HD | HOME DEPOT INC | 47K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 75K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 42K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 176K | $1M+ | SH |
| IGSB | ISHARES TR | 266K | $1M+ | SH |
| AGG | ISHARES TR | 136K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 23K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 16K | $1M+ | SH |
| BLK | BLACKROCK INC | 12K | $1M+ | SH |
| IGIB | ISHARES TR | 238K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 21K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 58K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 19K | $1M+ | SH |
| WMT | WALMART INC | 105K | $1M+ | SH |
| IJR | ISHARES TR | 94K | $1M+ | SH |
| V | VISA INC | 32K | $1M+ | SH |
| CAT | CATERPILLAR INC | 19K | $1M+ | SH |
| IJH | ISHARES TR | 160K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 21K | $1M+ | SH |
| AMGN | AMGEN INC | 31K | $1M+ | SH |
| MCD | MCDONALDS CORP | 33K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 67K | $1M+ | SH |
| AVGO | BROADCOM INC | 28K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 32K | $1M+ | SH |
| SJNK | SPDR SERIES TRUST | 354K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 56K | $1M+ | SH |
| IEFA | ISHARES TR | 84K | $1M+ | SH |
| BX | BLACKSTONE INC | 49K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 57K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 109K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 18K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 21K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 49K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 8 | $1M+ | SH |
| ABT | ABBOTT LABS | 48K | $1M+ | SH |
| CSCO | CISCO SYS INC | 74K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 19K | $1M+ | SH |
| NFLX | NETFLIX INC | 60K | $1M+ | SH |
| UNP | UNION PAC CORP | 24K | $1M+ | SH |
| ABBV | ABBVIE INC | 24K | $1M+ | SH |