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 201–250 of 754
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EXC | EXELON CORP | 15K | $500K+ | SH |
| GEV | GE VERNOVA INC | 1K | $500K+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 7K | $500K+ | SH |
| MDT | MEDTRONIC PLC | 7K | $500K+ | SH |
| XLC | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 2K | $500K+ | SH |
| APH | AMPHENOL CORP NEW | 5K | $500K+ | SH |
| VTEB | VANGUARD MUN BD FDS | 12K | $500K+ | SH |
| TIP | ISHARES TR | 6K | $500K+ | SH |
| IWN | ISHARES TR | 3K | $500K+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 3K | $500K+ | SH |
| ITA | ISHARES TR | 3K | $500K+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 4K | $500K+ | SH |
| HCA | HCA HEALTHCARE INC | 1K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 11K | $500K+ | SH |
| TLT | ISHARES TR | 7K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 3K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 750 | $500K+ | SH |
| ASML | ASML HOLDING N V | 524 | $500K+ | SH |
| NKE | NIKE INC | 9K | $500K+ | SH |
| VTIP | VANGUARD MALVERN FDS | 11K | $500K+ | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 7K | $500K+ | SH |
| ZTS | ZOETIS INC | 4K | $500K+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 7K | $500K+ | SH |
| AXON | AXON ENTERPRISE INC | 936 | $500K+ | SH |
| INTC | INTEL CORP | 14K | $500K+ | SH |
| MDLZ | MONDELEZ INTL INC | 10K | $500K+ | SH |
| Q | QNITY ELECTRONICS INC | 6K | $500K+ | SH |
| TRGP | TARGA RES CORP | 3K | $500K+ | SH |
| IHI | ISHARES TR | 8K | $500K+ | SH |
| FAST | FASTENAL CO | 13K | $500K+ | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 8K | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 2K | $100K–$500K | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 7K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 3K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 4K | $100K–$500K | SH |
| HYD | VANECK ETF TRUST | 9K | $100K–$500K | SH |
| IWP | ISHARES TR | 3K | $100K–$500K | SH |
| XLB | SELECT SECTOR SPDR TR | 9K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 1K | $100K–$500K | SH |
| MKC | MCCORMICK & CO INC | 6K | $100K–$500K | SH |
| TSLA | TESLA INC | 936 | $100K–$500K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 2K | $100K–$500K | SH |
| SPSM | SPDR SERIES TRUST | 9K | $100K–$500K | SH |
| AFL | AFLAC INC | 4K | $100K–$500K | SH |
| LQD | ISHARES TR | 4K | $100K–$500K | SH |
| IVW | ISHARES TR | 3K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 9K | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 2K | $100K–$500K | SH |