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 451–500 of 754
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| KRYS | KRYSTAL BIOTECH INC | 250 | $50K–$100K | SH |
| WS | WORTHINGTON STL INC | 2K | $50K–$100K | SH |
| CB | CHUBB LIMITED | 194 | $50K–$100K | SH |
| IRT | INDEPENDENCE RLTY TR INC | 3K | $50K–$100K | SH |
| KMI | KINDER MORGAN INC DEL | 2K | $50K–$100K | SH |
| IRM | IRON MTN INC DEL | 725 | $50K–$100K | SH |
| DBEF | DBX ETF TR | 1K | $50K–$100K | SH |
| SSB | SOUTHSTATE BK CORP | 621 | $50K–$100K | SH |
| SBCF | SEACOAST BKG CORP FLA | 2K | $50K–$100K | SH |
| DDWM | WISDOMTREE TR | 1K | $50K–$100K | SH |
| ASH | ASHLAND INC | 956 | $50K–$100K | SH |
| ARW | ARROW ELECTRS INC | 500 | $50K–$100K | SH |
| FBIN | FORTUNE BRANDS INNOVATIONS I | 1K | $50K–$100K | SH |
| BCV | BANCROFT FD LTD | 2K | $50K–$100K | SH |
| WFC-PL | WELLS FARGO CO NEW | 45 | $50K–$100K | SH |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 224 | $50K–$100K | SH |
| RS | RELIANCE INC | 186 | $50K–$100K | SH |
| BKNG | BOOKING HOLDINGS INC | 10 | $50K–$100K | SH |
| TD | TORONTO DOMINION BK ONT | 560 | $50K–$100K | SH |
| CINF | CINCINNATI FINL CORP | 320 | $50K–$100K | SH |
| XYZ | BLOCK INC | 800 | $50K–$100K | SH |
| FCX | FREEPORT-MCMORAN INC | 1K | $50K–$100K | SH |
| NTRS | NORTHERN TR CORP | 381 | $50K–$100K | SH |
| COR | CENCORA INC | 154 | $50K–$100K | SH |
| CF | CF INDS HLDGS INC | 666 | $50K–$100K | SH |
| IDXX | IDEXX LABS INC | 76 | $50K–$100K | SH |
| SJM | SMUCKER J M CO | 525 | $50K–$100K | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 780 | $50K–$100K | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 430 | $50K–$100K | SH |
| IT | GARTNER INC | 200 | $50K–$100K | SH |
| TSCO | TRACTOR SUPPLY CO | 1K | $50K–$100K | SH |
| CVS | CVS HEALTH CORP | 630 | $15K–$50K | SH |
| LNG | CHENIERE ENERGY INC | 257 | $15K–$50K | SH |
| ATO | ATMOS ENERGY CORP | 295 | $15K–$50K | SH |
| AMCR | AMCOR PLC | 6K | $15K–$50K | SH |
| FRME | FIRST MERCHANTS CORP | 1K | $15K–$50K | SH |
| VLTO | VERALTO CORP | 473 | $15K–$50K | SH |
| FNCL | FIDELITY COVINGTON TRUST | 600 | $15K–$50K | SH |
| WCN | WASTE CONNECTIONS INC | 264 | $15K–$50K | SH |
| ZS | ZSCALER INC | 200 | $15K–$50K | SH |
| ADX | ADAMS DIVERSIFIED EQUITY FD | 2K | $15K–$50K | SH |
| RGLD | ROYAL GOLD INC | 200 | $15K–$50K | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 2K | $15K–$50K | SH |
| RWR | SPDR SERIES TRUST | 450 | $15K–$50K | SH |
| SPMD | SPDR SERIES TRUST | 758 | $15K–$50K | SH |
| XYL | XYLEM INC | 320 | $15K–$50K | SH |
| EOG | EOG RES INC | 413 | $15K–$50K | SH |
| ET | ENERGY TRANSFER L P | 3K | $15K–$50K | SH |
| TEL | TE CONNECTIVITY PLC | 186 | $15K–$50K | SH |
| XEL | XCEL ENERGY INC | 569 | $15K–$50K | SH |