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 551–600 of 754
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PRK | PARK NATL CORP | 166 | $15K–$50K | SH |
| TXRH | TEXAS ROADHOUSE INC | 150 | $15K–$50K | SH |
| NI | NISOURCE INC | 594 | $15K–$50K | SH |
| LH | LABCORP HOLDINGS INC | 96 | $15K–$50K | SH |
| LECO | LINCOLN ELEC HLDGS INC | 100 | $15K–$50K | SH |
| PTLC | PACER FDS TR | 420 | $15K–$50K | SH |
| HRL | HORMEL FOODS CORP | 984 | $15K–$50K | SH |
| GNTX | GENTEX CORP | 1K | $15K–$50K | SH |
| LRGF | ISHARES TR | 335 | $15K–$50K | SH |
| FALN | ISHARES TR | 850 | $15K–$50K | SH |
| AUSF | GLOBAL X FDS | 500 | $15K–$50K | SH |
| EFV | ISHARES TR | 324 | $15K–$50K | SH |
| SRLN | SSGA ACTIVE ETF TR | 546 | $15K–$50K | SH |
| INFL | LISTED FDS TR | 502 | $15K–$50K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 928 | $15K–$50K | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 1K | $15K–$50K | SH |
| OEF | ISHARES TR | 64 | $15K–$50K | SH |
| NNN | NNN REIT INC | 552 | $15K–$50K | SH |
| REGN | REGENERON PHARMACEUTICALS | 28 | $15K–$50K | SH |
| MDYV | SPDR SERIES TRUST | 255 | $15K–$50K | SH |
| SUB | ISHARES TR | 201 | $15K–$50K | SH |
| TM | TOYOTA MOTOR CORP | 100 | $15K–$50K | SH |
| NPK | NATIONAL PRESTO INDS INC | 200 | $15K–$50K | SH |
| EG | EVEREST GROUP LTD | 62 | $15K–$50K | SH |
| FLOT | ISHARES TR | 412 | $15K–$50K | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 93 | $15K–$50K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 235 | $15K–$50K | SH |
| EVT | EATON VANCE TAX ADVT DIV INC | 816 | $15K–$50K | SH |
| ALB | ALBEMARLE CORP | 145 | $15K–$50K | SH |
| ISTB | ISHARES TR | 420 | $15K–$50K | SH |
| MDU | MDU RES GROUP INC | 1K | $15K–$50K | SH |
| GEN | GEN DIGITAL INC | 740 | $15K–$50K | SH |
| BFK | BLACKROCK MUN INCOME TR | 2K | $15K–$50K | SH |
| AWP | ABRDN GLOBAL PREMIER PPTYS F | 5K | $15K–$50K | SH |
| PRG | PROG HOLDINGS INC | 663 | $15K–$50K | SH |
| VOX | VANGUARD WORLD FD | 100 | $15K–$50K | SH |
| WPC | WP CAREY INC | 300 | $15K–$50K | SH |
| BAX | BAXTER INTL INC | 1K | $15K–$50K | SH |
| ACHR | ARCHER AVIATION INC | 3K | $15K–$50K | SH |
| IAC | IAC INC | 475 | $15K–$50K | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 64 | $15K–$50K | SH |
| FWRG | FIRST WATCH RESTAURANT GROUP | 1K | $15K–$50K | SH |
| NGG | NATIONAL GRID PLC | 229 | $15K–$50K | SH |
| MUJ | BLACKROCK MUNIHLDGS NJ QLTY | 1K | $15K–$50K | SH |
| EXR | EXTRA SPACE STORAGE INC | 134 | $15K–$50K | SH |
| FTF | FRANKLIN LTD DURATION INCOME | 3K | $15K–$50K | SH |
| MTUM | ISHARES TR | 68 | $15K–$50K | SH |
| IAT | ISHARES TR | 305 | $15K–$50K | SH |
| VRT | VERTIV HOLDINGS CO | 100 | $15K–$50K | SH |
| VST | VISTRA CORP | 100 | $15K–$50K | SH |