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 351–400 of 754
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| USMV | ISHARES TR | 2K | $100K–$500K | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 4K | $100K–$500K | SH |
| RFG | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| IYW | ISHARES TR | 733 | $100K–$500K | SH |
| USB | US BANCORP DEL | 3K | $100K–$500K | SH |
| HPQ | HP INC | 6K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 305 | $100K–$500K | SH |
| TDTT | FLEXSHARES TR | 6K | $100K–$500K | SH |
| HOMB | HOME BANCSHARES INC | 5K | $100K–$500K | SH |
| BF.B | BROWN FORMAN CORP | 5K | $100K–$500K | SH |
| VV | VANGUARD INDEX FDS | 441 | $100K–$500K | SH |
| SNY | SANOFI SA | 3K | $100K–$500K | SH |
| CDW | CDW CORP | 990 | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 1K | $100K–$500K | SH |
| NHI | NATIONAL HEALTH INVS INC | 2K | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 1K | $100K–$500K | SH |
| IDEV | ISHARES TR | 2K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 1K | $100K–$500K | SH |
| VCR | VANGUARD WORLD FD | 320 | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 3K | $100K–$500K | SH |
| TTE | TOTALENERGIES SE | 2K | $100K–$500K | SH |
| CCJ | CAMECO CORP | 1K | $100K–$500K | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 1K | $100K–$500K | SH |
| NEM | NEWMONT CORP | 1K | $100K–$500K | SH |
| BALL | BALL CORP | 2K | $100K–$500K | SH |
| FDX | FEDEX CORP | 400 | $100K–$500K | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 720 | $100K–$500K | SH |
| GNR | SPDR INDEX SHS FDS | 2K | $100K–$500K | SH |
| GDX | VANECK ETF TRUST | 1K | $100K–$500K | SH |
| SUSA | ISHARES TR | 800 | $100K–$500K | SH |
| IEMG | ISHARES INC | 2K | $100K–$500K | SH |
| INTU | INTUIT | 168 | $100K–$500K | SH |
| CSL | CARLISLE COS INC | 337 | $100K–$500K | SH |
| SCHA | SCHWAB STRATEGIC TR | 4K | $100K–$500K | SH |
| EEM | ISHARES TR | 2K | $100K–$500K | SH |
| HCI | HCI GROUP INC | 544 | $100K–$500K | SH |
| FDS | FACTSET RESH SYS INC | 357 | $100K–$500K | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 1K | $100K–$500K | SH |
| SHY | ISHARES TR | 1K | $100K–$500K | SH |
| LNT | ALLIANT ENERGY CORP | 2K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 350 | $50K–$100K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 280 | $50K–$100K | SH |
| GOVT | ISHARES TR | 4K | $50K–$100K | SH |
| ESGV | VANGUARD WORLD FD | 805 | $50K–$100K | SH |
| SON | SONOCO PRODS CO | 2K | $50K–$100K | SH |
| O | REALTY INCOME CORP | 2K | $50K–$100K | SH |
| HUM | HUMANA INC | 371 | $50K–$100K | SH |
| FLRN | SPDR SERIES TRUST | 3K | $50K–$100K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 520 | $50K–$100K | SH |