Back to Caldwell Trust Co

Caldwell Trust Co

All holdings · as of Dec 31, 2025

754 positions

CompanyClassValueShares% of portfolio
ISHARES TR$8.6K1840.0%
SCHWAB STRATEGIC TR$8.9K4240.0%
Agilent Technologies Inc$9.1K670.0%
ABM INDUSTRIES INC /DE$9.3K2200.0%
PROSHARES TR$9.3K1110.0%
GLOBAL X FDS$9.4K4980.0%
VANGUARD WHITEHALL FDS$9.8K1090.0%
FIDELITY COVINGTON TRUST$9.8K2000.0%
Ameren Corp$10.0K1000.0%
State Street SPDR S&P Oil & Gas Exploration & Production ETF$10.4K820.0%
ISHARES TR$10.7K900.0%
AGREE REALTY CORP$10.8K1500.0%
NOVO-NORDISK A S$11.2K2200.0%
DOLLAR GENERAL CORP$11.3K850.0%
CONAGRA BRANDS INC.$11.4K6560.0%
BLACKROCK CREDIT ALLOCATION INCOME TRUST$11.4K1,0490.0%
ISHARES TR$11.5K1660.0%
CarMax Inc$11.6K3000.0%
FIDELITY COVINGTON TRUST$12.0K1610.0%
ARK ETF TR$12.0K1560.0%
VANGUARD WORLD FD$12.0K900.0%
INVESCO EXCH TRADED FD TR II$12.2K5000.0%
SPDR SERIES TRUST$12.4K1500.0%
WISDOMTREE TR$12.5K2690.0%
PIMCO INCOME STRATEGY FUNDPFLClosed-End Fund$12.6K1,5000.0%
BROOKFIELD REAL ASSETS INCOM$12.6K9760.0%
GATX CORP$12.7K750.0%
M&T BANK CORP$13.1K650.0%
SBA Communications Corp$13.2K680.0%
WISDOMTREE TR$13.2K3000.0%
BROOKFIELD CORP$13.2K2880.0%
ISHARES TR$13.3K2560.0%
ROLLINS INC$13.4K2240.0%
SKYWORKS SOLUTIONS, INC.$13.7K2160.0%
TAKE TWO INTERACTIVE SOFTWARE INC$14.3K560.0%
SUNCOR ENERGY INC NEW$14.5K3270.0%
PGIM ETF TR$14.9K3000.0%
DT Midstream, Inc.$15.0K1250.0%
LKQ Corp$15.1K5000.0%
IDEX CORP /DE$15.1K850.0%
AllianceBernstein National Mun$15.1K1,4000.0%
Lululemon Athletica Inc$15.2K730.0%
WISDOMTREE TR$15.3K1500.0%
Joby Aviation, Inc.$15.3K1,1600.0%
CenterPoint Energy Inc$15.3K4000.0%
ISHARES TR$15.4K1590.0%
NBT BANCORP INC$15.4K3720.0%
ISHARES TR$15.7K1750.0%
TORO CO$15.7K2000.0%
MIDDLEBY CORP$15.8K1060.0%
← PrevPage 3 of 16Next →