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 251–300 of 754
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | 6K | $100K–$500K | SH |
| AVB | AVALONBAY CMNTYS INC | 2K | $100K–$500K | SH |
| DFUS | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| VHT | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| UL | UNILEVER PLC | 6K | $100K–$500K | SH |
| RQI | COHEN & STEERS QUALITY INCOM | 32K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 5K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 917 | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 7K | $100K–$500K | SH |
| DLR | DIGITAL RLTY TR INC | 2K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| GM | GENERAL MTRS CO | 4K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 1K | $100K–$500K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 2K | $100K–$500K | SH |
| CTAS | CINTAS CORP | 2K | $100K–$500K | SH |
| FTNT | FORTINET INC | 4K | $100K–$500K | SH |
| EMN | EASTMAN CHEM CO | 5K | $100K–$500K | SH |
| NVS | NOVARTIS AG | 2K | $100K–$500K | SH |
| PFM | INVESCO EXCHANGE TRADED FD T | 6K | $100K–$500K | SH |
| COO | COOPER COS INC | 4K | $100K–$500K | SH |
| DASH | DOORDASH INC | 1K | $100K–$500K | SH |
| SNPS | SYNOPSYS INC | 669 | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 6K | $100K–$500K | SH |
| MCO | MOODYS CORP | 600 | $100K–$500K | SH |
| HYG | ISHARES TR | 4K | $100K–$500K | SH |
| OKE | ONEOK INC NEW | 4K | $100K–$500K | SH |
| C | CITIGROUP INC | 3K | $100K–$500K | SH |
| HSY | HERSHEY CO | 2K | $100K–$500K | SH |
| SCHM | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| EXPD | EXPEDITORS INTL WASH INC | 2K | $100K–$500K | SH |
| BP | BP PLC | 8K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| NRG | NRG ENERGY INC | 2K | $100K–$500K | SH |
| SPBO | SPDR SERIES TRUST | 9K | $100K–$500K | SH |
| EQT | EQT CORP | 5K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| JCI | JOHNSON CTLS INTL PLC | 2K | $100K–$500K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| ADSK | AUTODESK INC | 848 | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORP | 3K | $100K–$500K | SH |
| TROW | PRICE T ROWE GROUP INC | 2K | $100K–$500K | SH |
| XLI | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 3K | $100K–$500K | SH |
| RY | ROYAL BK CDA | 1K | $100K–$500K | SH |
| DNP | DNP SELECT INCOME FD INC | 24K | $100K–$500K | SH |
| FITB | FIFTH THIRD BANCORP | 5K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |