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Caldwell Trust Co

All holdings · as of Dec 31, 2025

754 positions

CompanyClassValueShares% of portfolio
Palantir Technologies Inc$92.4K5200.0%
State Street SPDR S&P Oil & Gas Exploration & Production ETF$94.0K3,0600.0%
REALTY INCOME CORP$95.2K1,6880.0%
SONOCO PRODUCTS CO$96.4K2,2100.0%
VANGUARD WORLD FD$97.4K8050.0%
iShares MSCI UAE ETF$97.4K4,2290.0%
Elevance Health Inc$98.2K2800.0%
MICRON TECHNOLOGY INC$99.9K3500.0%
Ulta Beauty, Inc.$100.4K1660.0%
ALLIANT ENERGY CORP$101.1K1,5550.0%
ISHARES TR$103.4K1,2490.0%
Monster Beverage Corp$103.5K1,3500.0%
FactSet Research Systems Inc$103.6K3570.0%
HCI Group Inc.$104.3K5440.0%
ISHARES TR$104.5K1,9100.0%
SCHWAB STRATEGIC TR$104.7K3,6770.0%
CARLISLE COMPANIES INC$107.8K3370.0%
ISHARES INC$111.3K1,6560.0%
ISHARES TR$111.5K8000.0%
VANECK ETF TRUST$111.5K1,3000.0%
SPDR INDEX SHS FDS$111.9K1,8000.0%
OLD DOMINION FREIGHT LINE, INC.$112.9K7200.0%
FedEx Corp$115.5K4000.0%
BALL Corp$116.9K2,2060.0%
Newmont Corp$119.2K1,1940.0%
FIRST TR EXCHANGE-TRADED FD$120.3K1,3000.0%
CAMECO CORP$123.0K1,3440.0%
TotalEnergies SE$124.4K1,9010.0%
ISHARES BITCOIN TRUST ETF$124.6K2,5090.0%
SELECT SECTOR SPDR TR$125.1K1,6110.0%
VANGUARD WORLD FD$126.1K3200.0%
Bank of New York Mellon Corp/The$127.6K1,0990.0%
iShares MSCI UAE ETF$127.6K1,5470.0%
Prologis Inc$129.4K1,0140.0%
NATIONAL HEALTH INVESTORS INC$132.3K1,7330.0%
GILEAD SCIENCES, INC.$134.2K1,0930.0%
CDW Corp$134.8K9900.0%
SANOFI$135.2K2,7900.0%
TARGET CORP$138.2K1,4140.0%
VANGUARD INDEX FDS$138.8K4410.0%
BROWN FORMAN CORP$142.2K5,4550.0%
Home BancShares Inc/AR$142.6K5,1320.0%
FLEXSHARES TR$143.0K5,9420.0%
CrowdStrike Holdings, Inc.$143.0K3050.0%
US BANCORP \DE$145.4K2,7240.0%
ISHARES TR$146.4K7330.0%
INVESCO EXCHANGE TRADED FD T$149.4K2,8500.0%
FIRST TR EXCHANGE-TRADED FD$149.4K3,9000.0%
iShares MSCI UAE ETF$150.2K1,5950.0%
GENERAL MILLS INC$151.5K3,2570.0%
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