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 301–350 of 754
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLRE | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| ONB | OLD NATL BANCORP IND | 11K | $100K–$500K | SH |
| HYMB | SPDR SERIES TRUST | 9K | $100K–$500K | SH |
| OXY | OCCIDENTAL PETE CORP | 6K | $100K–$500K | SH |
| IBB | ISHARES TR | 1K | $100K–$500K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 7K | $100K–$500K | SH |
| AVY | AVERY DENNISON CORP | 1K | $100K–$500K | SH |
| CTVA | CORTEVA INC | 3K | $100K–$500K | SH |
| MQY | BLACKROCK MUNIYILD QULT FD I | 20K | $100K–$500K | SH |
| DFAS | DIMENSIONAL ETF TRUST | 3K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 7K | $100K–$500K | SH |
| SPHD | INVESCO EXCH TRADED FD TR II | 5K | $100K–$500K | SH |
| IP | INTERNATIONAL PAPER CO | 6K | $100K–$500K | SH |
| MET | METLIFE INC | 3K | $100K–$500K | SH |
| DTE | DTE ENERGY CO | 2K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| DFAT | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| GWW | WW GRAINGER INC | 211 | $100K–$500K | SH |
| BA | BOEING CO | 958 | $100K–$500K | SH |
| RJF | RAYMOND JAMES FINL INC | 1K | $100K–$500K | SH |
| GRMN | GARMIN LTD | 980 | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 3K | $100K–$500K | SH |
| SAM | BOSTON BEER INC | 1K | $100K–$500K | SH |
| BMO | BANK MONTREAL QUE | 2K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 2K | $100K–$500K | SH |
| COKE | COCA COLA CONS INC | 1K | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 686 | $100K–$500K | SH |
| VFVA | VANGUARD WELLINGTON FD | 1K | $100K–$500K | SH |
| QDF | FLEXSHARES TR | 2K | $100K–$500K | SH |
| DES | WISDOMTREE TR | 5K | $100K–$500K | SH |
| WY | WEYERHAEUSER CO MTN BE | 8K | $100K–$500K | SH |
| QSR | RESTAURANT BRANDS INTL INC | 3K | $100K–$500K | SH |
| IYH | ISHARES TR | 3K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 2K | $100K–$500K | SH |
| ETR | ENTERGY CORP NEW | 2K | $100K–$500K | SH |
| SRE | SEMPRA | 2K | $100K–$500K | SH |
| ROAD | CONSTRUCTION PARTNERS INC | 2K | $100K–$500K | SH |
| TRU | TRANSUNION | 2K | $100K–$500K | SH |
| VPU | VANGUARD WORLD FD | 892 | $100K–$500K | SH |
| FISV | FISERV INC | 2K | $100K–$500K | SH |
| VTR | VENTAS INC | 2K | $100K–$500K | SH |
| MBB | ISHARES TR | 2K | $100K–$500K | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| QUAL | ISHARES TR | 805 | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 5K | $100K–$500K | SH |
| IVE | ISHARES TR | 743 | $100K–$500K | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 1K | $100K–$500K | SH |
| DSI | ISHARES TR | 1K | $100K–$500K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 3K | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 3K | $100K–$500K | SH |