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Caldwell Trust Co

All holdings · as of Dec 31, 2025

754 positions

CompanyClassValueShares% of portfolio
Krystal Biotech, Inc.$61.6K2500.0%
FLEXSHARES TR$62.5K3950.0%
AGNICO EAGLE MINES LTD$62.7K3700.0%
ISHARES TR$62.7K1680.0%
FLEXSHARES TR$63.4K1,3830.0%
CLOROX CO /DE$64.0K6350.0%
GOLDMAN SACHS ETF TR$64.1K6410.0%
CANADIAN NATL RY CO$64.3K6500.0%
EATON VANCE TAX-MANAGED GLOB$64.3K6,7490.0%
FIRST TR EXCHANGE-TRADED FD$64.6K1,4010.0%
J P MORGAN EXCHANGE TRADED F$65.1K1,3010.0%
MARTIN MARIETTA MATERIALS INC$65.4K1050.0%
SCHWAB STRATEGIC TR$66.2K2,2350.0%
NASDAQ, Inc.$66.7K6870.0%
Welltower, Inc.$67.0K3610.0%
BIOGEN INC.$67.4K3830.0%
Public Storage$67.5K2600.0%
American Water Works Company, Inc.$67.6K5180.0%
Williams Cos Inc/The$67.7K1,1260.0%
FLEXSHARES TR$68.1K1,1260.0%
FIRST TR EXCHANGE TRADED FD$68.8K7000.0%
OGE Energy Corp$69.7K1,6320.0%
DIAGEO PLC$69.7K8080.0%
SCHWAB STRATEGIC TR$70.2K2,9220.0%
Solventum Corp$70.5K8900.0%
Franklin Resources, Inc.$71.9K3,0090.0%
HUNTINGTON BANCSHARES INC /MD$74.0K4,2670.0%
Cognizant Technology Solutions Corp$74.7K9000.0%
NUVEEN AMT FREE QLTY MUN INC$75.3K6,4730.0%
ISHARES TR$75.3K3580.0%
CMS ENERGY CORP$76.0K1,0870.0%
AMERICAN CENTY ETF TR$76.3K9740.0%
BLACKROCK MUN INCOME QUALITY$76.6K7,0000.0%
ISHARES TR$77.4K2,0700.0%
FIDELITY COVINGTON TRUST$77.7K3460.0%
STMICROELECTRONICS N V$77.8K3,0000.0%
ITT INC.$79.8K4600.0%
SPDR SERIES TRUST$80.5K6600.0%
DOW INC.$80.6K3,4460.0%
HALLIBURTON CO$81.5K2,8830.0%
Ingredion Inc$82.8K7510.0%
PPL Corp$84.0K2,3980.0%
INVESCO EXCHANGE TRADED FD T$84.2K4,1300.0%
DYCOM INDUSTRIES INC$84.5K2500.0%
BROWN & BROWN, INC.$88.7K1,1130.0%
FTI CONSULTING, INC$89.2K5220.0%
CARDINAL HEALTH INC$89.6K4360.0%
ISHARES TR$90.3K2,2500.0%
WORTHINGTON ENTERPRISES, INC.$90.5K1,7540.0%
Invesco Ltd.$91.2K3,4700.0%
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