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Caldwell Trust Co

All holdings · as of Dec 31, 2025

754 positions

CompanyClassValueShares% of portfolio
Texas Roadhouse, Inc.$24.9K1500.0%
PARK NATIONAL CORP /OH$25.3K1660.0%
VANGUARD SCOTTSDALE FDS$25.4K3030.0%
INVESCO EXCH TRD SLF IDX FD$26.1K1,3320.0%
FIDELITY COVINGTON TRUST$26.6K5000.0%
PINNACLE WEST CAPITAL CORP$26.6K3000.0%
DELTA AIR LINES, INC.$26.6K3840.0%
EQUIFAX INC$27.3K1260.0%
ORRSTOWN FINANCIAL SERVICES INC$27.4K7730.0%
OLD REPUBLIC INTERNATIONAL CORP$27.4K6000.0%
SPROTT ASSET MANAGEMENT LP$27.6K1,6400.0%
FIRST TR EXCHANGE-TRADED FD$27.7K6430.0%
UGI CORP /PA$27.7K7410.0%
ISHARES TR$27.8K2710.0%
SS&C TECHNOLOGIES HOLDINGS, INC.$28.3K3240.0%
Cheniere Energy Partners, L.P.CQPMLP$28.6K5350.0%
iShares MSCI UAE ETF$29.0K2830.0%
REAVES UTILITY INCOME FUNDUTGClosed-End Fund$30.2K8250.0%
VANECK ETF TRUST$30.2K1,0280.0%
iShares MSCI UAE ETF$30.7K5000.0%
CIVISTA BANCSHARES, INC.$30.8K1,3870.0%
MANULIFE FINL CORP$30.9K8530.0%
INVESCO EXCHANGE TRADED FD T$31.4K6900.0%
LyondellBasell Industries N.V.$32.5K7500.0%
VANGUARD INTL EQUITY INDEX F$32.6K3900.0%
DOVER Corp$33.0K1690.0%
Match Group, Inc.$33.1K1,0250.0%
WISDOMTREE TR$33.5K6500.0%
PROSHARES TR$33.8K1,2170.0%
MPLX LPMPLXMLP$33.9K6350.0%
FirstEnergy Corp$34.1K7620.0%
FIDELITY MERRIMACK STR TR$34.3K7460.0%
ISHARES TR$34.7K3050.0%
Opera LtdOPRAADR$35.3K2,4900.0%
SPDR SERIES TRUST$35.7K4000.0%
ISHARES TR$35.7K2530.0%
ONE Gas, Inc.$36.0K4660.0%
MASCO CORP /DE$36.3K5720.0%
VANECK ETF TRUST$36.3K1920.0%
MASTEC INC$36.5K1680.0%
Archer-Daniels-Midland Co$37.2K6470.0%
ISHARES TR$38.5K8000.0%
EVERSOURCE ENERGY$38.6K5740.0%
AMERICAN CENTY ETF TR$38.8K7700.0%
Western Union Co/The$39.5K4,2430.0%
RAYONIER INC$39.6K1,8290.0%
Plains All American Pipeline LP$39.6K2,2050.0%
BHP Group LtdBHPADR$39.8K6600.0%
VANGUARD WORLD FD$40.6K1360.0%
OMNICOM GROUP INC.$41.4K5130.0%
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