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 501–550 of 754
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| OSK | OSHKOSH CORP | 334 | $15K–$50K | SH |
| OMC | OMNICOM GROUP INC | 513 | $15K–$50K | SH |
| VIS | VANGUARD WORLD FD | 136 | $15K–$50K | SH |
| ULTA | ULTA BEAUTY INC | 66 | $15K–$50K | SH |
| BHP | BHP GROUP LTD | 660 | $15K–$50K | SH |
| PAA | PLAINS ALL AMERN PIPELINE L | 2K | $15K–$50K | SH |
| RYN | RAYONIER INC | 2K | $15K–$50K | SH |
| WU | WESTERN UN CO | 4K | $15K–$50K | SH |
| TAXF | AMERICAN CENTY ETF TR | 770 | $15K–$50K | SH |
| ES | EVERSOURCE ENERGY | 574 | $15K–$50K | SH |
| ARTY | ISHARES TR | 800 | $15K–$50K | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 647 | $15K–$50K | SH |
| MTZ | MASTEC INC | 168 | $15K–$50K | SH |
| BBH | VANECK ETF TRUST | 192 | $15K–$50K | SH |
| MAS | MASCO CORP | 572 | $15K–$50K | SH |
| OGS | ONE GAS INC | 466 | $15K–$50K | SH |
| IJT | ISHARES TR | 253 | $15K–$50K | SH |
| CWB | SPDR SERIES TRUST | 400 | $15K–$50K | SH |
| OPRA | OPERA LTD | 2K | $15K–$50K | SH |
| IJS | ISHARES TR | 305 | $15K–$50K | SH |
| FBND | FIDELITY MERRIMACK STR TR | 746 | $15K–$50K | SH |
| FE | FIRSTENERGY CORP | 762 | $15K–$50K | SH |
| MPLX | MPLX LP | 635 | $15K–$50K | SH |
| TBX | PROSHARES TR | 1K | $15K–$50K | SH |
| DON | WISDOMTREE TR | 650 | $15K–$50K | SH |
| MTCH | MATCH GROUP INC NEW | 1K | $15K–$50K | SH |
| DOV | DOVER CORP | 169 | $15K–$50K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 390 | $15K–$50K | SH |
| LYB | LYONDELLBASELL INDUSTRIES N | 750 | $15K–$50K | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 690 | $15K–$50K | SH |
| MFC | MANULIFE FINL CORP | 853 | $15K–$50K | SH |
| CIVB | CIVISTA BANCSHARES INC | 1K | $15K–$50K | SH |
| IGF | ISHARES TR | 500 | $15K–$50K | SH |
| ANGL | VANECK ETF TRUST | 1K | $15K–$50K | SH |
| UTG | REAVES UTIL INCOME FD | 825 | $15K–$50K | SH |
| STIP | ISHARES TR | 283 | $15K–$50K | SH |
| CQP | CHENIERE ENERGY PARTNERS LP | 535 | $15K–$50K | SH |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | 324 | $15K–$50K | SH |
| IUSV | ISHARES TR | 271 | $15K–$50K | SH |
| UGI | UGI CORP NEW | 741 | $15K–$50K | SH |
| FCVT | FIRST TR EXCHANGE-TRADED FD | 643 | $15K–$50K | SH |
| SPPP | SPROTT ASSET MANAGEMENT LP | 2K | $15K–$50K | SH |
| ORI | OLD REP INTL CORP | 600 | $15K–$50K | SH |
| ORRF | ORRSTOWN FINL SVCS INC | 773 | $15K–$50K | SH |
| EFX | EQUIFAX INC | 126 | $15K–$50K | SH |
| DAL | DELTA AIR LINES INC DEL | 384 | $15K–$50K | SH |
| PNW | PINNACLE WEST CAP CORP | 300 | $15K–$50K | SH |
| FMAT | FIDELITY COVINGTON TRUST | 500 | $15K–$50K | SH |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 1K | $15K–$50K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 303 | $15K–$50K | SH |