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 401–450 of 754
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVZ | INVESCO LTD | 3K | $50K–$100K | SH |
| WOR | WORTHINGTON ENTERPRISES INC | 2K | $50K–$100K | SH |
| AOK | ISHARES TR | 2K | $50K–$100K | SH |
| CAH | CARDINAL HEALTH INC | 436 | $50K–$100K | SH |
| TGT | TARGET CORP | 914 | $50K–$100K | SH |
| FCN | FTI CONSULTING INC | 522 | $50K–$100K | SH |
| BRO | BROWN & BROWN INC | 1K | $50K–$100K | SH |
| DY | DYCOM INDS INC | 250 | $50K–$100K | SH |
| PEY | INVESCO EXCHANGE TRADED FD T | 4K | $50K–$100K | SH |
| PPL | PPL CORP | 2K | $50K–$100K | SH |
| INGR | INGREDION INC | 751 | $50K–$100K | SH |
| HAL | HALLIBURTON CO | 3K | $50K–$100K | SH |
| XBI | SPDR SERIES TRUST | 660 | $50K–$100K | SH |
| ITT | ITT INC | 460 | $50K–$100K | SH |
| STM | STMICROELECTRONICS N V | 3K | $50K–$100K | SH |
| FTEC | FIDELITY COVINGTON TRUST | 346 | $50K–$100K | SH |
| USHY | ISHARES TR | 2K | $50K–$100K | SH |
| BYM | BLACKROCK MUN INCOME QUALITY | 7K | $50K–$100K | SH |
| ACLC | AMERICAN CENTY ETF TR | 974 | $50K–$100K | SH |
| CMS | CMS ENERGY CORP | 1K | $50K–$100K | SH |
| IWD | ISHARES TR | 358 | $50K–$100K | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 6K | $50K–$100K | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 900 | $50K–$100K | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 4K | $50K–$100K | SH |
| BEN | FRANKLIN RESOURCES INC | 3K | $50K–$100K | SH |
| DOW | DOW INC | 3K | $50K–$100K | SH |
| SOLV | SOLVENTUM CORP | 890 | $50K–$100K | SH |
| SCHF | SCHWAB STRATEGIC TR | 3K | $50K–$100K | SH |
| DEO | DIAGEO PLC | 808 | $50K–$100K | SH |
| OGE | OGE ENERGY CORP | 2K | $50K–$100K | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 700 | $50K–$100K | SH |
| NFRA | FLEXSHARES TR | 1K | $50K–$100K | SH |
| WMB | WILLIAMS COS INC | 1K | $50K–$100K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 518 | $50K–$100K | SH |
| PSA | PUBLIC STORAGE OPER CO | 260 | $50K–$100K | SH |
| BIIB | BIOGEN INC | 383 | $50K–$100K | SH |
| WELL | WELLTOWER INC | 361 | $50K–$100K | SH |
| NDAQ | NASDAQ INC | 687 | $50K–$100K | SH |
| SCHV | SCHWAB STRATEGIC TR | 2K | $50K–$100K | SH |
| MLM | MARTIN MARIETTA MATLS INC | 105 | $50K–$100K | SH |
| JPSE | J P MORGAN EXCHANGE TRADED F | 1K | $50K–$100K | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 1K | $50K–$100K | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 7K | $50K–$100K | SH |
| CNI | CANADIAN NATL RY CO | 650 | $50K–$100K | SH |
| GBIL | GOLDMAN SACHS ETF TR | 641 | $50K–$100K | SH |
| CLX | CLOROX CO DEL | 635 | $50K–$100K | SH |
| GUNR | FLEXSHARES TR | 1K | $50K–$100K | SH |
| IWB | ISHARES TR | 168 | $50K–$100K | SH |
| AEM | AGNICO EAGLE MINES LTD | 370 | $50K–$100K | SH |
| ESG | FLEXSHARES TR | 395 | $50K–$100K | SH |