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 601–650 of 754
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CHI | CALAMOS CONV OPPORTUNITIES & | 2K | $15K–$50K | SH |
| MIDD | MIDDLEBY CORP | 106 | $15K–$50K | SH |
| TTC | TORO CO | 200 | $15K–$50K | SH |
| AOA | ISHARES TR | 175 | $15K–$50K | SH |
| NBTB | NBT BANCORP INC | 372 | $15K–$50K | SH |
| IJK | ISHARES TR | 159 | $15K–$50K | SH |
| CNP | CENTERPOINT ENERGY INC | 400 | $15K–$50K | SH |
| JOBY | JOBY AVIATION INC | 1K | $15K–$50K | SH |
| DHS | WISDOMTREE TR | 150 | $15K–$50K | SH |
| LULU | LULULEMON ATHLETICA INC | 73 | $15K–$50K | SH |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | 1K | $15K–$50K | SH |
| IEX | IDEX CORP | 85 | $15K–$50K | SH |
| LKQ | LKQ CORP | 500 | $15K–$50K | SH |
| DTM | DT MIDSTREAM INC | 125 | $1K–$15K | SH |
| PULS | PGIM ETF TR | 300 | $1K–$15K | SH |
| SU | SUNCOR ENERGY INC NEW | 327 | $1K–$15K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 56 | $1K–$15K | SH |
| SWKS | SKYWORKS SOLUTIONS INC | 216 | $1K–$15K | SH |
| ROL | ROLLINS INC | 224 | $1K–$15K | SH |
| USIG | ISHARES TR | 256 | $1K–$15K | SH |
| BN | BROOKFIELD CORP | 288 | $1K–$15K | SH |
| AGGY | WISDOMTREE TR | 300 | $1K–$15K | SH |
| SBAC | SBA COMMUNICATIONS CORP NEW | 68 | $1K–$15K | SH |
| MTB | M & T BK CORP | 65 | $1K–$15K | SH |
| GATX | GATX CORP | 75 | $1K–$15K | SH |
| RA | BROOKFIELD REAL ASSETS INCOM | 976 | $1K–$15K | SH |
| PFL | PIMCO INCOME STRATEGY FD | 2K | $1K–$15K | SH |
| QHY | WISDOMTREE TR | 269 | $1K–$15K | SH |
| SPTM | SPDR SERIES TRUST | 150 | $1K–$15K | SH |
| VRP | INVESCO EXCH TRADED FD TR II | 500 | $1K–$15K | SH |
| LEN | LENNAR CORP | 117 | $1K–$15K | SH |
| VFH | VANGUARD WORLD FD | 90 | $1K–$15K | SH |
| ARKK | ARK ETF TR | 156 | $1K–$15K | SH |
| FHLC | FIDELITY COVINGTON TRUST | 161 | $1K–$15K | SH |
| KMX | CARMAX INC | 300 | $1K–$15K | SH |
| DGRO | ISHARES TR | 166 | $1K–$15K | SH |
| BTZ | BLACKROCK CR ALLOCATION INCO | 1K | $1K–$15K | SH |
| CAG | CONAGRA BRANDS INC | 656 | $1K–$15K | SH |
| DG | DOLLAR GEN CORP NEW | 85 | $1K–$15K | SH |
| NVO | NOVO-NORDISK A S | 220 | $1K–$15K | SH |
| CME | CME GROUP INC | 40 | $1K–$15K | SH |
| ADC | AGREE RLTY CORP | 150 | $1K–$15K | SH |
| IEI | ISHARES TR | 90 | $1K–$15K | SH |
| XOP | SPDR SERIES TRUST | 82 | $1K–$15K | SH |
| AEE | AMEREN CORP | 100 | $1K–$15K | SH |
| FSTA | FIDELITY COVINGTON TRUST | 200 | $1K–$15K | SH |
| VYMI | VANGUARD WHITEHALL FDS | 109 | $1K–$15K | SH |
| PFFD | GLOBAL X FDS | 498 | $1K–$15K | SH |
| REGL | PROSHARES TR | 111 | $1K–$15K | SH |
| ABM | ABM INDS INC | 220 | $1K–$15K | SH |