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 651–700 of 754
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| A | AGILENT TECHNOLOGIES INC | 67 | $1K–$15K | SH |
| SCHH | SCHWAB STRATEGIC TR | 424 | $1K–$15K | SH |
| IUSB | ISHARES TR | 184 | $1K–$15K | SH |
| NSA | NATIONAL STORAGE AFFILIATES | 300 | $1K–$15K | SH |
| FXL | FIRST TR EXCHANGE TRADED FD | 50 | $1K–$15K | SH |
| SNX | TD SYNNEX CORPORATION | 56 | $1K–$15K | SH |
| FTV | FORTIVE CORP | 150 | $1K–$15K | SH |
| ZM | ZOOM COMMUNICATIONS INC | 93 | $1K–$15K | SH |
| BF.A | BROWN FORMAN CORP | 305 | $1K–$15K | SH |
| PYPL | PAYPAL HLDGS INC | 134 | $1K–$15K | SH |
| VIOV | VANGUARD ADMIRAL FDS INC | 80 | $1K–$15K | SH |
| EIX | EDISON INTL | 130 | $1K–$15K | SH |
| ILCV | ISHARES TR | 80 | $1K–$15K | SH |
| EFAV | ISHARES TR | 87 | $1K–$15K | SH |
| VDC | VANGUARD WORLD FD | 35 | $1K–$15K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 150 | $1K–$15K | SH |
| MINT | PIMCO ETF TR | 72 | $1K–$15K | SH |
| TDY | TELEDYNE TECHNOLOGIES INC | 14 | $1K–$15K | SH |
| CHTR | CHARTER COMMUNICATIONS INC N | 34 | $1K–$15K | SH |
| KDP | KEURIG DR PEPPER INC | 250 | $1K–$15K | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 30 | $1K–$15K | SH |
| AGM | FEDERAL AGRIC MTG CORP | 39 | $1K–$15K | SH |
| ETW | EATON VANCE TAX-MANAGED GLOB | 720 | $1K–$15K | SH |
| BTX | BLACKROCK TECH AND PRIVATE E | 1K | $1K–$15K | SH |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | 96 | $1K–$15K | SH |
| SWK | STANLEY BLACK & DECKER INC | 85 | $1K–$15K | SH |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | 500 | $1K–$15K | SH |
| BAC-PL | BANK AMERICA CORP | 5 | $1K–$15K | SH |
| LUV | SOUTHWEST AIRLS CO | 150 | $1K–$15K | SH |
| APLD | APPLIED DIGITAL CORP | 250 | $1K–$15K | SH |
| SCHC | SCHWAB STRATEGIC TR | 134 | $1K–$15K | SH |
| KHC | KRAFT HEINZ CO | 251 | $1K–$15K | SH |
| HMC | HONDA MOTOR LTD | 205 | $1K–$15K | SH |
| AIG | AMERICAN INTL GROUP INC | 66 | $1K–$15K | SH |
| HPS | HANCOCK JOHN PFD INCOME FD I | 390 | $1K–$15K | SH |
| STZ | CONSTELLATION BRANDS INC | 40 | $1K–$15K | SH |
| TRP | TC ENERGY CORP | 100 | $1K–$15K | SH |
| HYGV | FLEXSHARES TR | 135 | $1K–$15K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 669 | $1K–$15K | SH |
| DEM | WISDOMTREE TR | 115 | $1K–$15K | SH |
| RMD | RESMED INC | 22 | $1K–$15K | SH |
| CRSP | CRISPR THERAPEUTICS AG | 100 | $1K–$15K | SH |
| LDUR | PIMCO ETF TR | 54 | $1K–$15K | SH |
| OXY.WS | OCCIDENTAL PETE CORP | 257 | $1K–$15K | SH |
| F | FORD MTR CO | 359 | $1K–$15K | SH |
| RSG | REPUBLIC SVCS INC | 22 | $1K–$15K | SH |
| NBB | NUVEEN TAXABLE MUNICPAL INM | 292 | $1K–$15K | SH |
| ECG | EVERUS CONSTR GROUP | 52 | $1K–$15K | SH |
| GVI | ISHARES TR | 40 | $1K–$15K | SH |
| FLO | FLOWERS FOODS INC | 378 | $1K–$15K | SH |