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 701–750 of 754
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TPYP | TORTOISE CAPITAL SERIES TRUS | 112 | $1K–$15K | SH |
| BHF | BRIGHTHOUSE FINL INC | 59 | $1K–$15K | SH |
| AEG | AEGON LTD | 469 | $1K–$15K | SH |
| MRP | MILLROSE PPTYS INC | 120 | $1K–$15K | SH |
| WDC | WESTERN DIGITAL CORP | 20 | $1K–$15K | SH |
| BWZ | SPDR SERIES TRUST | 125 | $1K–$15K | SH |
| THRM | GENTHERM INC | 90 | $1K–$15K | SH |
| VTRS | VIATRIS INC | 260 | $1K–$15K | SH |
| CFR | CULLEN FROST BANKERS INC | 25 | $1K–$15K | SH |
| BOND | PIMCO ETF TR | 34 | $1K–$15K | SH |
| MLPX | GLOBAL X FDS | 52 | $1K–$15K | SH |
| AA | ALCOA CORP | 58 | $1K–$15K | SH |
| KVUE | KENVUE INC | 176 | $1K–$15K | SH |
| FXO | FIRST TR EXCHANGE TRADED FD | 50 | $1K–$15K | SH |
| IVT | INVENTRUST PPTYS CORP | 106 | $1K–$15K | SH |
| DSU | BLACKROCK DEBT STRATEGIES FD | 275 | $1K–$15K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 15 | $1K–$15K | SH |
| LW | LAMB WESTON HLDGS INC | 66 | $1K–$15K | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 130 | $1K–$15K | SH |
| SAP | SAP SE | 11 | $1K–$15K | SH |
| JBLU | JETBLUE AWYS CORP | 550 | $1K–$15K | SH |
| IART | INTEGRA LIFESCIENCES HLDGS C | 200 | $1K–$15K | SH |
| PPG | PPG INDS INC | 24 | $1K–$15K | SH |
| IWS | ISHARES TR | 17 | $1K–$15K | SH |
| DELL | DELL TECHNOLOGIES INC | 19 | $1K–$15K | SH |
| YUMC | YUM CHINA HLDGS INC | 50 | $1K–$15K | SH |
| NATL | NCR ATLEOS CORPORATION | 57 | $1K–$15K | SH |
| SIRI | SIRIUSXM HOLDINGS INC | 100 | $1K–$15K | SH |
| RF | REGIONS FINANCIAL CORP NEW | 71 | $1K–$15K | SH |
| SLB | SLB LIMITED | 50 | $1K–$15K | SH |
| IFRA | ISHARES TR | 36 | $1K–$15K | SH |
| TFI | SPDR SERIES TRUST | 41 | $1K–$15K | SH |
| DTI | DRILLING TOOLS INTL CORP | 759 | $1K–$15K | SH |
| STT | STATE STR CORP | 14 | $1K–$15K | SH |
| ALC | ALCON AG | 20 | $1K–$15K | SH |
| PBR | PETROLEO BRASILEIRO SA PETRO | 115 | $1K–$15K | SH |
| SPEU | SPDR INDEX SHS FDS | 24 | $1K–$15K | SH |
| VYX | NCR VOYIX CORPORATION | 115 | $1K–$15K | SH |
| NWE | NORTHWESTERN ENERGY GROUP IN | 18 | $1K–$15K | SH |
| IBMP | ISHARES TR | 44 | $1K–$15K | SH |
| CORP | PIMCO ETF TR | 11 | $1K–$15K | SH |
| IBMQ | ISHARES TR | 40 | $1K–$15K | SH |
| BNTX | BIONTECH SE | 10 | <$1K | SH |
| OGN | ORGANON & CO | 131 | <$1K | SH |
| IMAX | IMAX CORP | 25 | <$1K | SH |
| IBMO | ISHARES TR | 29 | <$1K | SH |
| RRX | REGAL REXNORD CORPORATION | 5 | <$1K | SH |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | 14 | <$1K | SH |
| AIQ | GLOBAL X FDS | 12 | <$1K | SH |
| GNLX | GENELUX CORPORATION | 100 | <$1K | SH |