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 101–150 of 754
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CEG | CONSTELLATION ENERGY CORP | 6K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 20K | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 12K | $1M+ | SH |
| WEC | WEC ENERGY GROUP INC | 18K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 7K | $1M+ | SH |
| DGX | QUEST DIAGNOSTICS INC | 11K | $1M+ | SH |
| IJJ | ISHARES TR | 14K | $1M+ | SH |
| AON | AON PLC | 5K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 6K | $1M+ | SH |
| JNK | SPDR SERIES TRUST | 19K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 33K | $1M+ | SH |
| FIS | FIDELITY NATL INFORMATION SV | 27K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 7K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 6K | $1M+ | SH |
| TOL | TOLL BROTHERS INC | 13K | $1M+ | SH |
| OUSA | ALPS ETF TR | 29K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 18K | $1M+ | SH |
| DVY | ISHARES TR | 12K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 20K | $1M+ | SH |
| KR | KROGER CO | 27K | $1M+ | SH |
| CSX | CSX CORP | 47K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 8K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| J | JACOBS SOLUTIONS INC | 12K | $1M+ | SH |
| DKS | DICKS SPORTING GOODS INC | 8K | $1M+ | SH |
| GE | GE AEROSPACE | 5K | $1M+ | SH |
| DD | DUPONT DE NEMOURS INC | 40K | $1M+ | SH |
| PRU | PRUDENTIAL FINL INC | 14K | $1M+ | SH |
| MCK | MCKESSON CORP | 2K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 9K | $1M+ | SH |
| AZO | AUTOZONE INC | 454 | $1M+ | SH |
| DE | DEERE & CO | 3K | $1M+ | SH |
| NIC | NICOLET BANKSHARES INC | 13K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 6K | $1M+ | SH |
| ECL | ECOLAB INC | 6K | $1M+ | SH |
| KIM | KIMCO RLTY CORP | 73K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 26K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 5K | $1M+ | SH |
| FNWD | FINWARD BANCORP | 40K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 2K | $1M+ | SH |
| GLW | CORNING INC | 16K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 13K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 13K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 16K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 1K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 17K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 47K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 15K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 13K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 5K | $1M+ | SH |