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Caldwell Trust Co

All holdings · as of Dec 31, 2025

754 positions

CompanyClassValueShares% of portfolio
FMC CORP—$139100.0%
CAMPBELL'S Co—$334120.0%
BuzzFeed, Inc.BZFDCommon Stock$3563830.0%
Tectonic Therapeutic, Inc.TECXCommon Stock$417200.0%
GENELUX CorpGNLXCommon Stock$4361000.0%
Global X Artificial Intelligence & Technology ETF—$610120.0%
Alexandria Real Estate Equities Inc—$685140.0%
REGAL REXNORD CORP—$70250.0%
ISHARES TR—$743290.0%
IMAX CORP—$924250.0%
Organon & Co.—$9391310.0%
BioNTech SEBNTXADR$952100.0%
ISHARES TR—$1.0K400.0%
PIMCO ETF TR—$1.1K110.0%
ISHARES TR—$1.1K440.0%
NorthWestern Energy Group, Inc.—$1.2K180.0%
NCR Voyix Corp—$1.2K1150.0%
SPDR INDEX SHS FDS—$1.3K240.0%
PETROLEO BRASILEIRO S.A. PETROBRAS—$1.4K1150.0%
ALCON AG—$1.6K200.0%
STATE STREET CORPORATION—$1.8K140.0%
Drilling Tools International CorpDTICommon Stock$1.9K7590.0%
SPDR SERIES TRUST—$1.9K410.0%
ISHARES TR—$1.9K360.0%
SLB LIMITED/NV—$1.9K500.0%
Regions Financial Corp—$1.9K710.0%
Sirius XM Holdings Inc—$2.0K1000.0%
NCR Atleos Corp—$2.2K570.0%
Yum China Holdings, Inc.YUMCCommon Stock$2.4K500.0%
ISHARES TR—$2.4K170.0%
PPG INDUSTRIES INC—$2.5K240.0%
INTEGRA LIFESCIENCES HOLDINGS CORP—$2.5K2000.0%
JETBLUE AIRWAYS CORPORATION—$2.5K5500.0%
SAP SE—$2.7K110.0%
INVESCO EXCH TRD SLF IDX FD—$2.7K1300.0%
Lamb Weston Holdings, Inc.—$2.8K660.0%
Simon Property Group Inc—$2.8K150.0%
BlackRock Debt Strategies Fund, Inc.—$2.8K2750.0%
InvenTrust Properties Corp—$3.0K1060.0%
FIRST TR EXCHANGE TRADED FD—$3.0K500.0%
Kenvue Inc.—$3.0K1760.0%
Alcoa Corp—$3.1K580.0%
GLOBAL X FDS—$3.1K520.0%
PIMCO ETF TR—$3.2K340.0%
CULLEN/FROST BANKERS, INC.—$3.2K250.0%
Viatris Inc—$3.2K2600.0%
Gentherm Inc—$3.3K900.0%
SPDR SERIES TRUST—$3.4K1250.0%
Western Digital Corp—$3.4K200.0%
Millrose Properties, Inc.—$3.6K1200.0%
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