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 151–200 of 754
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CMG | CHIPOTLE MEXICAN GRILL INC | 30K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 13K | $1M+ | SH |
| LIN | LINDE PLC | 3K | $1M+ | SH |
| IWM | ISHARES TR | 5K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 3K | $1M+ | SH |
| PFE | PFIZER INC | 43K | $1M+ | SH |
| ADBE | ADOBE INC | 3K | $1M+ | SH |
| CHD | CHURCH & DWIGHT CO INC | 13K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 2K | $1M+ | SH |
| HDV | ISHARES TR | 8K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 11K | $1M+ | SH |
| AZN | ASTRAZENECA PLC | 11K | $1M+ | SH |
| NXPI | NXP SEMICONDUCTORS N V | 5K | $1M+ | SH |
| KLAC | KLA CORP | 830 | $1M+ | SH |
| DIS | DISNEY WALT CO | 9K | $1M+ | SH |
| SYY | SYSCO CORP | 13K | $500K+ | SH |
| SHW | SHERWIN WILLIAMS CO | 3K | $500K+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 2K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| T | AT&T INC | 37K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| B | BARRICK MNG CORP | 20K | $500K+ | SH |
| D | DOMINION ENERGY INC | 15K | $500K+ | SH |
| LOW | LOWES COS INC | 4K | $500K+ | SH |
| PFF | ISHARES TR | 27K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 5K | $500K+ | SH |
| EFA | ISHARES TR | 8K | $500K+ | SH |
| NUE | NUCOR CORP | 5K | $500K+ | SH |
| EA | ELECTRONIC ARTS INC | 4K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 1K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 5K | $500K+ | SH |
| VXF | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| SPYV | SPDR SERIES TRUST | 14K | $500K+ | SH |
| KMB | KIMBERLY-CLARK CORP | 8K | $500K+ | SH |
| NVG | NUVEEN AMT FREE MUN CR INC F | 61K | $500K+ | SH |
| VBR | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| CBOE | CBOE GLOBAL MKTS INC | 3K | $500K+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 9K | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 2K | $500K+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 2K | $500K+ | SH |
| BDX | BECTON DICKINSON & CO | 4K | $500K+ | SH |
| SPGI | S&P GLOBAL INC | 1K | $500K+ | SH |
| IWR | ISHARES TR | 8K | $500K+ | SH |
| CARR | CARRIER GLOBAL CORPORATION | 14K | $500K+ | SH |
| VNQ | VANGUARD INDEX FDS | 8K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 13K | $500K+ | SH |
| YUM | YUM BRANDS INC | 5K | $500K+ | SH |
| PKG | PACKAGING CORP AMER | 3K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| DHR | DANAHER CORPORATION | 3K | $500K+ | SH |