Caldwell Trust Co Q4 2025 Filing
Filed January 30, 2026
Portfolio Value
$1.1T
Holdings
754
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (754 positions)
| Stock | Value |
|---|---|
SONSONOCO PRODS CO | $96.0M |
OREALTY INCOME CORP | $95.0M |
FLRNSPDR SERIES TRUST | $94.0M |
PLTRPALANTIR TECHNOLOGIES INC | $92.0M |
IVZINVESCO LTD | $91.0M |
WTHWORTHINGTON ENTERPRISES INC | $90.0M |
AOKISHARES TR | $90.0M |
CAHCARDINAL HEALTH INC | $89.0M |
FCNFTI CONSULTING INC | $89.0M |
BROBROWN & BROWN INC | $88.0M |
DYDYCOM INDS INC | $84.0M |
PEYINVESCO EXCHANGE TRADED FD T | $84.0M |
PPLPPL CORP | $83.0M |
INGRINGREDION INC | $82.0M |
HALHALLIBURTON CO | $81.0M |
XBISPDR SERIES TRUST | $80.0M |
ITTITT INC | $79.0M |
DOWDOW INC | $79.0M |
STMSTMICROELECTRONICS N V | $77.0M |
FTECFIDELITY COVINGTON TRUST | $77.0M |
USHYISHARES TR | $77.0M |
ACLCAMERICAN CENTY ETF TR | $76.0M |
CMSCMS ENERGY CORP | $76.0M |
BYMBLACKROCK MUN INCOME QUALITY | $76.0M |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $75.0M |
IWDISHARES TR | $75.0M |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $74.0M |
HBANHUNTINGTON BANCSHARES INC | $74.0M |
BENFRANKLIN RESOURCES INC | $71.0M |
SOLVSOLVENTUM CORP | $70.0M |
SCHFSCHWAB STRATEGIC TR | $70.0M |
OGEOGE ENERGY CORP | $69.0M |
DEODIAGEO PLC | $69.0M |
AIRRFIRST TR EXCHANGE TRADED FD | $68.0M |
NFRAFLEXSHARES TR | $68.0M |
WMBWILLIAMS COS INC | $67.0M |
BIIBBIOGEN INC | $67.0M |
PSAPUBLIC STORAGE OPER CO | $67.0M |
WELLWELLTOWER INC | $67.0M |
AWCAMERICAN WTR WKS CO INC NEW | $67.0M |
NDAQNASDAQ INC | $66.0M |
SCHVSCHWAB STRATEGIC TR | $66.0M |
MLMMARTIN MARIETTA MATLS INC | $65.0M |
JPSEJ P MORGAN EXCHANGE TRADED F | $65.0M |
CNRCANADIAN NATL RY CO | $64.0M |
XEXGXEATON VANCE TAX-MANAGED GLOB | $64.0M |
GBILGOLDMAN SACHS ETF TR | $64.0M |
FVDFIRST TR EXCHANGE-TRADED FD | $64.0M |
CLXCLOROX CO DEL | $64.0M |
GUNRFLEXSHARES TR | $63.0M |
ESGFLEXSHARES TR | $62.0M |
IWBISHARES TR | $62.0M |
AEMAGNICO EAGLE MINES LTD | $62.0M |
KRYSKRYSTAL BIOTECH INC | $61.0M |
DBEFDBX ETF TR | $60.0M |
KMIKINDER MORGAN INC DEL | $60.0M |
IRMIRON MTN INC DEL | $60.0M |
WSWORTHINGTON STL INC | $60.0M |
IRTINDEPENDENCE RLTY TR INC | $60.0M |
CBCHUBB LIMITED | $60.0M |
SSBSOUTHSTATE BK CORP | $58.0M |
SBG1SEACOAST BKG CORP FLA | $57.0M |
ASHASHLAND INC | $56.0M |
DDWMWISDOMTREE TR | $56.0M |
ARWARROW ELECTRS INC | $55.0M |
FBINFORTUNE BRANDS INNOVATIONS I | $54.0M |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $54.0M |
BCVBANCROFT FD LTD | $54.0M |
WFC 7.5 PERP LWELLS FARGO CO NEW | $54.0M |
BKNGBOOKING HOLDINGS INC | $53.0M |
RSRELIANCE INC | $53.0M |
ABGCENCORA INC | $52.0M |
XYZBLOCK INC | $52.0M |
NTRSNORTHERN TR CORP | $52.0M |
FCXFREEPORT-MCMORAN INC | $52.0M |
TDTORONTO DOMINION BK ONT | $52.0M |
CINFCINCINNATI FINL CORP | $52.0M |
SJMSMUCKER J M CO | $51.0M |
CFCF INDS HLDGS INC | $51.0M |
JHMMJOHN HANCOCK EXCHANGE TRADED | $51.0M |
IDXXIDEXX LABS INC | $51.0M |
ITGARTNER INC | $50.0M |
TSCOTRACTOR SUPPLY CO | $50.0M |
WPMWHEATON PRECIOUS METALS CORP | $50.0M |
CVSCVS HEALTH CORP | $49.0M |
LNGCHENIERE ENERGY INC | $49.0M |
ATOATMOS ENERGY CORP | $49.0M |
AMCRAMCOR PLC | $48.0M |
FRMEFIRST MERCHANTS CORP | $48.0M |
VLTOVERALTO CORP | $47.0M |
FNCLFIDELITY COVINGTON TRUST | $46.0M |
WCNWASTE CONNECTIONS INC | $46.0M |
ADXADAMS DIVERSIFIED EQUITY FD | $44.0M |
BSCRINVESCO EXCH TRD SLF IDX FD | $44.0M |
RGLDROYAL GOLD INC | $44.0M |
RWRSPDR SERIES TRUST | $44.0M |
ZSZSCALER INC | $44.0M |
SPMDSPDR SERIES TRUST | $43.0M |
ETENERGY TRANSFER L P | $43.0M |
XYLXYLEM INC | $43.0M |