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 51–100 of 754
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PWR | QUANTA SVCS INC | 13K | $1M+ | SH |
| META | META PLATFORMS INC | 8K | $1M+ | SH |
| ORCL | ORACLE CORP | 27K | $1M+ | SH |
| GOOG | ALPHABET INC | 15K | $1M+ | SH |
| NOBL | PROSHARES TR | 46K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 33K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 24K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 22K | $1M+ | SH |
| PEP | PEPSICO INC | 30K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 25K | $1M+ | SH |
| MRK | MERCK & CO INC | 38K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 11K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 33K | $1M+ | SH |
| EMXC | ISHARES INC | 53K | $1M+ | SH |
| CRM | SALESFORCE INC | 15K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 29K | $1M+ | SH |
| RTX | RTX CORPORATION | 20K | $1M+ | SH |
| KO | COCA COLA CO | 53K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 14K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 7K | $1M+ | SH |
| MS | MORGAN STANLEY | 19K | $1M+ | SH |
| CMI | CUMMINS INC | 7K | $1M+ | SH |
| WRB | BERKLEY W R CORP | 47K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 60K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| GPC | GENUINE PARTS CO | 26K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 4K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 14K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 13K | $1M+ | SH |
| MUB | ISHARES TR | 27K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 37K | $1M+ | SH |
| LPLA | LPL FINL HLDGS INC | 8K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 6K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 15K | $1M+ | SH |
| ALL | ALLSTATE CORP | 13K | $1M+ | SH |
| AMP | AMERIPRISE FINL INC | 5K | $1M+ | SH |
| QCOM | QUALCOMM INC | 15K | $1M+ | SH |
| TJX | TJX COS INC NEW | 17K | $1M+ | SH |
| SO | SOUTHERN CO | 29K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 92K | $1M+ | SH |
| IWF | ISHARES TR | 5K | $1M+ | SH |
| PAYX | PAYCHEX INC | 22K | $1M+ | SH |
| URI | UNITED RENTALS INC | 3K | $1M+ | SH |
| MMM | 3M CO | 15K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 7K | $1M+ | SH |
| SHEL | SHELL PLC | 31K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 6K | $1M+ | SH |
| PSX | PHILLIPS 66 | 17K | $1M+ | SH |
| ED | CONSOLIDATED EDISON INC | 23K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 55K | $1M+ | SH |