Institutions / Caldwell Trust Co
Caldwell Trust Co
CIK 2080218 · Institution · as of Dec 31, 2025
Portfolio value
$1.13B
Positions
754
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 754 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $67.71M | 6.0% |
| NVIDIA Corp | $60.37M | 5.4% |
| SPDR S&P 500 ETF Tr | $42.01M | 3.7% |
| Alphabet Inc. | $38.60M | 3.4% |
| Microsoft Corp | $36.21M | 3.2% |
| Amazon.com Inc | $30.69M | 2.7% |
| Vanguard Index Fds | $23.39M | 2.1% |
| ELI LILLY & Co | $22.89M | 2.0% |
| JPMorgan Chase & Co | $21.28M | 1.9% |
| iShares Tr | $19.91M | 1.8% |
| Home Depot, Inc. | $16.42M | 1.5% |
| Invesco Exchange Traded Fd T | $14.28M | 1.3% |
| Vanguard Index Fds | $14.23M | 1.3% |
| Nextera Energy Inc | $14.22M | 1.3% |
| iShares Tr | $14.05M | 1.2% |
| iShares Tr | $13.54M | 1.2% |
| Mastercard Inc | $13.41M | 1.2% |
| Costco Wholesale Corp /New | $13.40M | 1.2% |
| BlackRock, Inc. | $12.84M | 1.1% |
| iShares Tr | $12.83M | 1.1% |
| SPDR S&P Midcap 400 ETF Tr | $12.56M | 1.1% |
| Johnson & Johnson | $12.01M | 1.1% |
| Invesco Qqq Tr | $11.82M | 1.1% |
| Walmart Inc. | $11.75M | 1.0% |
| iShares Tr | $11.30M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.