Caldwell Trust Co
CIK: 0002080218SEC EDGAR →
Portfolio Value
$1.1B
Holdings
754
As of
Q4 2025
New Positions
750
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 249,061 | $67.7M | 6.02% |
| 2 | NVIDIA CORPORATION | 323,722 | $60.4M | 5.37% |
| 3 | SPDR S&P 500 ETF TR | 61,602 | $42.0M | 3.73% |
| 4 | ALPHABET INC | 123,338 | $38.6M | 3.43% |
| 5 | MICROSOFT CORP | 74,876 | $36.2M | 3.22% |
| 6 | AMAZON COM INC | 132,950 | $30.7M | 2.73% |
| 7 | VANGUARD INDEX FDS | 37,291 | $23.4M | 2.08% |
| 8 | ELI LILLY & CO | 21,295 | $22.9M | 2.03% |
| 9 | JPMORGAN CHASE & CO. | 66,039 | $21.3M | 1.89% |
| 10 | ISHARES TR | 29,066 | $19.9M | 1.77% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (754)
$67.7M · 249K shares
$60.4M · 324K shares
$42.0M · 62K shares
$38.6M · 123K shares
$36.2M · 75K shares
$30.7M · 133K shares
$23.4M · 37K shares
$22.9M · 21K shares
$21.3M · 66K shares
$19.9M · 29K shares
$16.4M · 48K shares
$14.3M · 75K shares
$14.2M · 42K shares
$14.2M · 177K shares
$14.1M · 266K shares
$13.5M · 136K shares
$13.4M · 23K shares
$13.4M · 16K shares
$12.8M · 12K shares
$12.8M · 238K shares
$12.6M · 21K shares
$12.0M · 58K shares
$11.8M · 19K shares
$11.8M · 105K shares
$11.3M · 94K shares
$11.1M · 32K shares
$10.7M · 19K shares
$10.6M · 160K shares
$10.4M · 21K shares
$10.3M · 31K shares
$10.3M · 34K shares
$9.7M · 68K shares
$9.6M · 28K shares
$9.3M · 32K shares
$9.0M · 354K shares
$8.5M · 56K shares
$7.5M · 84K shares
$7.5M · 49K shares
$6.9M · 58K shares
$6.8M · 109K shares
$6.7M · 18K shares
$6.5M · 21K shares
$6.4M · 49K shares
$6.3M · 50K shares
$6.0M · 8 shares
$5.9M · 20K shares
$5.8M · 9K shares
$5.7M · 74K shares
$5.7M · 18K shares
$5.6M · 60K shares
$5.6M · 24K shares
$5.5M · 24K shares
$5.5M · 28K shares
$5.5M · 13K shares
$4.8M · 46K shares
$4.7M · 33K shares
$4.6M · 24K shares
$4.4M · 22K shares
$4.3M · 30K shares
$4.1M · 12K shares
$4.0M · 38K shares
$4.0M · 25K shares
$4.0M · 30K shares
$3.9M · 33K shares
$3.9M · 21K shares
$3.9M · 53K shares
$3.9M · 15K shares
$3.8M · 54K shares
$3.5M · 14K shares
$3.5M · 7K shares
$3.4M · 19K shares
$3.3M · 7K shares
$3.3M · 47K shares
$3.3M · 60K shares
$3.3M · 7K shares
$3.2M · 26K shares
$3.2M · 4K shares
$3.1M · 14K shares
$2.9M · 13K shares
$2.9M · 27K shares
$2.9M · 37K shares
$2.8M · 6K shares
$2.8M · 8K shares
$2.8M · 15K shares
$2.7M · 13K shares
$2.6M · 5K shares
$2.6M · 15K shares
$2.6M · 17K shares
$2.6M · 29K shares
$2.6M · 3K shares
$2.5M · 92K shares
$2.5M · 5K shares
$2.5M · 22K shares
$2.4M · 15K shares
$2.3M · 7K shares
$2.3M · 31K shares
$2.3M · 6K shares
$2.2M · 17K shares
$2.2M · 55K shares
$2.2M · 23K shares
$2.1M · 6K shares
$2.0M · 20K shares
$2.0M · 12K shares
$1.9M · 18K shares
$1.9M · 7K shares
$1.9M · 11K shares
$1.8M · 14K shares
$1.8M · 5K shares
$1.8M · 6K shares
$1.8M · 34K shares
$1.8M · 19K shares
$1.8M · 27K shares
$1.7M · 7K shares
$1.7M · 28K shares
$1.7M · 6K shares
$1.7M · 6K shares
$1.7M · 13K shares
$1.7M · 29K shares
$1.7M · 18K shares
$1.7M · 12K shares
$1.7M · 20K shares
$1.7M · 47K shares
$1.7M · 8K shares
$1.7M · 9K shares
$1.6M · 12K shares
$1.6M · 8K shares
$1.6M · 41K shares
$1.6M · 14K shares
$1.6M · 2K shares
$1.6M · 9K shares
$1.5M · 454 shares
$1.5M · 3K shares
$1.5M · 13K shares
$1.5M · 6K shares
$1.5M · 6K shares
$1.5M · 6K shares
$1.5M · 73K shares
$1.5M · 26K shares
$1.4M · 40K shares
$1.4M · 2K shares
$1.4M · 16K shares
$1.3M · 13K shares
$1.3M · 5K shares
$1.3M · 15K shares
$1.3M · 2K shares
$1.3M · 13K shares
$1.3M · 16K shares
$1.2M · 1K shares
$1.2M · 17K shares
$1.2M · 47K shares
$1.2M · 15K shares
$1.2M · 3K shares
$1.2M · 13K shares
$1.1M · 45K shares
$1.1M · 30K shares
$1.1M · 13K shares
$1.1M · 3K shares
$1.1M · 5K shares
$1.1M · 3K shares
$1.1M · 3K shares
$1.0M · 4K shares
$1.0M · 8K shares
$1.0M · 11K shares
$1.0M · 11K shares
$1.0M · 5K shares
$1.0M · 830 shares
$1.0M · 9K shares
$993K · 13K shares
$982K · 2K shares
$970K · 3K shares
$957K · 39K shares
$951K · 3K shares
$920K · 2K shares
$890K · 3K shares
$886K · 20K shares
$879K · 15K shares
$877K · 4K shares
$833K · 27K shares
$823K · 5K shares
$815K · 8K shares
$815K · 5K shares
$813K · 4K shares
$788K · 5K shares
$787K · 4K shares
$776K · 14K shares
$774K · 8K shares
$772K · 61K shares
$755K · 4K shares
$753K · 3K shares
$746K · 9K shares
$735K · 2K shares
$734K · 4K shares
$727K · 1K shares
$725K · 8K shares
$717K · 14K shares
$713K · 8K shares
$712K · 13K shares
$705K · 1K shares
$703K · 5K shares
$699K · 3K shares
$696K · 5K shares
$656K · 15K shares
$654K · 4K shares
$652K · 7K shares
$647K · 7K shares
$636K · 5K shares
$636K · 2K shares
$635K · 5K shares
$617K · 12K shares
$605K · 6K shares
$598K · 3K shares
$596K · 3K shares
$596K · 3K shares
$593K · 4K shares
$586K · 1K shares
$582K · 880 shares
$580K · 11K shares
$577K · 3K shares
$577K · 7K shares
$565K · 750 shares
$560K · 524 shares
$553K · 9K shares
$551K · 7K shares
$549K · 11K shares
$536K · 4K shares
$535K · 7K shares
$534K · 7K shares
$531K · 936 shares
$524K · 14K shares
$522K · 10K shares
$512K · 3K shares
$503K · 8K shares
$502K · 13K shares
$486K · 8K shares
$481K · 2K shares
$470K · 2K shares
$469K · 7K shares
$460K · 3K shares
$456K · 4K shares
$453K · 9K shares
$445K · 4K shares
$444K · 3K shares
$427K · 9K shares
$425K · 1K shares
$423K · 6K shares
$420K · 2K shares
$420K · 936 shares
$415K · 9K shares
$396K · 4K shares
$395K · 3K shares
$392K · 9K shares
$384K · 6K shares
$380K · 2K shares
$376K · 5K shares
$371K · 1K shares
$366K · 6K shares
$363K · 32K shares
$362K · 5K shares
$357K · 1K shares
$356K · 917 shares
$335K · 7K shares
$334K · 2K shares
$333K · 4K shares
$333K · 1K shares
$332K · 1K shares
$330K · 7K shares
$329K · 2K shares
$327K · 2K shares
$327K · 4K shares
$319K · 5K shares
$318K · 2K shares
$316K · 6K shares
$315K · 1K shares
$315K · 4K shares
$314K · 669 shares
$309K · 6K shares
$306K · 600 shares
$303K · 4K shares
$298K · 4K shares
$298K · 4K shares
$296K · 3K shares
$290K · 2K shares
$290K · 10K shares
$289K · 2K shares
$286K · 8K shares
$281K · 3K shares
$277K · 2K shares
$273K · 2K shares
$272K · 9K shares
$268K · 5K shares
$268K · 3K shares
$267K · 2K shares
$262K · 2K shares
$255K · 5K shares
$251K · 848 shares
$250K · 5K shares
$249K · 4K shares
$247K · 3K shares
$246K · 2K shares
$246K · 2K shares
$245K · 3K shares
$244K · 1K shares
$243K · 24K shares
$241K · 6K shares
$239K · 6K shares
$238K · 11K shares
$238K · 3K shares
$233K · 9K shares
$231K · 6K shares
$230K · 7K shares
$230K · 1K shares
$229K · 1K shares
$220K · 20K shares
$219K · 3K shares
$218K · 6K shares
$218K · 7K shares
$218K · 5K shares
$217K · 3K shares
$217K · 2K shares
$215K · 2K shares
$214K · 4K shares
$212K · 211 shares
$208K · 958 shares
$200K · 1K shares
$198K · 3K shares
$198K · 980 shares
$197K · 2K shares
$195K · 1K shares
$194K · 2K shares
$191K · 1K shares
$191K · 686 shares
$185K · 1K shares
$184K · 2K shares
$183K · 5K shares
$182K · 8K shares
$177K · 3K shares
$177K · 3K shares
$176K · 2K shares
$176K · 2K shares
$173K · 2K shares
$172K · 2K shares
$171K · 2K shares
$165K · 892 shares
$164K · 2K shares
$161K · 2K shares
$160K · 3K shares
$159K · 621 shares
$159K · 805 shares
$158K · 5K shares
$157K · 1K shares
$157K · 743 shares
$155K · 7K shares
$154K · 1K shares
$153K · 3K shares
$151K · 3K shares
$150K · 2K shares
$149K · 4K shares
$149K · 3K shares
$146K · 733 shares
$145K · 3K shares
$142K · 305 shares
$142K · 6K shares
$142K · 5K shares
$142K · 5K shares
$138K · 441 shares
$137K · 1K shares
$135K · 3K shares
$134K · 990 shares
$134K · 1K shares
$132K · 2K shares
$129K · 1K shares
$127K · 2K shares
$127K · 1K shares
$126K · 320 shares
$125K · 2K shares
$124K · 2K shares
$124K · 3K shares
$122K · 1K shares
$120K · 1K shares
$119K · 1K shares
$116K · 2K shares
$115K · 400 shares
$112K · 720 shares
$111K · 2K shares
$111K · 2K shares
$111K · 800 shares
$111K · 1K shares
$107K · 337 shares
$104K · 2K shares
$104K · 4K shares
$104K · 544 shares
$103K · 357 shares
$103K · 1K shares
$103K · 1K shares
$101K · 2K shares
$99K · 166 shares
$99K · 350 shares
$98K · 280 shares
$97K · 805 shares
$97K · 4K shares
$96K · 2K shares
$95K · 2K shares
$94K · 3K shares
$92K · 520 shares
$91K · 3K shares
$90K · 2K shares
$90K · 2K shares
$89K · 436 shares
$89K · 522 shares
$88K · 1K shares
$84K · 250 shares
$84K · 4K shares
$83K · 2K shares
$82K · 751 shares
$81K · 3K shares
$80K · 660 shares
$79K · 460 shares
$79K · 3K shares
$77K · 3K shares
$77K · 346 shares
$77K · 2K shares
$76K · 974 shares
$76K · 1K shares
$76K · 7K shares
$75K · 6K shares
$75K · 358 shares
$74K · 900 shares
$74K · 4K shares
$71K · 3K shares
$70K · 890 shares
$70K · 3K shares
$69K · 2K shares
$69K · 808 shares
$68K · 700 shares
$68K · 1K shares
$67K · 1K shares
$67K · 383 shares
$67K · 260 shares
$67K · 361 shares
$67K · 518 shares
$66K · 687 shares
$66K · 2K shares
$65K · 105 shares
$65K · 1K shares
$64K · 650 shares
$64K · 635 shares
$64K · 1K shares
$64K · 641 shares
$64K · 7K shares
$63K · 1K shares
$62K · 370 shares
$62K · 395 shares
$62K · 168 shares
$61K · 250 shares
$60K · 2K shares
$60K · 1K shares
$60K · 2K shares
$60K · 725 shares
$60K · 3K shares
$60K · 194 shares
$58K · 621 shares
$57K · 2K shares
$56K · 956 shares
$56K · 1K shares
$55K · 500 shares
$54K · 224 shares
$54K · 1K shares
$54K · 2K shares
$54K · 45 shares
$53K · 186 shares
$53K · 10 shares
$52K · 154 shares
$52K · 800 shares
$52K · 381 shares
$52K · 1K shares
$52K · 560 shares
$52K · 320 shares
$51K · 525 shares
$51K · 780 shares
$51K · 666 shares
$51K · 76 shares
$50K · 200 shares
$50K · 1K shares
$50K · 430 shares
$49K · 257 shares
$49K · 295 shares
$49K · 630 shares
$48K · 6K shares
$48K · 1K shares
$47K · 473 shares
$46K · 264 shares
$46K · 600 shares
$44K · 2K shares
$44K · 200 shares
$44K · 2K shares
$44K · 200 shares
$44K · 450 shares
$43K · 3K shares
$43K · 320 shares
$43K · 758 shares
$42K · 186 shares
$42K · 569 shares
$42K · 340 shares
$41K · 513 shares
$41K · 334 shares
$40K · 136 shares
$39K · 660 shares
$39K · 4K shares
$39K · 2K shares
$39K · 2K shares
$38K · 800 shares
$38K · 770 shares
$38K · 574 shares
$37K · 647 shares
$36K · 572 shares
$36K · 168 shares
$36K · 192 shares
$35K · 466 shares
$35K · 253 shares
$35K · 400 shares
$35K · 2K shares
$34K · 746 shares
$34K · 762 shares
$34K · 305 shares
$33K · 1K shares
$33K · 650 shares
$33K · 1K shares
$33K · 635 shares
$32K · 390 shares
$32K · 750 shares
$32K · 169 shares
$31K · 690 shares
$30K · 500 shares
$30K · 1K shares
$30K · 825 shares
$30K · 1K shares
$30K · 853 shares
$28K · 324 shares
$28K · 283 shares
$28K · 535 shares
$27K · 600 shares
$27K · 126 shares
$27K · 741 shares
$27K · 643 shares
$27K · 271 shares
$27K · 2K shares
$27K · 773 shares
$26K · 300 shares
$26K · 1K shares
$26K · 384 shares
$26K · 500 shares
$25K · 303 shares
$25K · 166 shares
$24K · 96 shares
$24K · 150 shares
$24K · 594 shares
$23K · 1K shares
$23K · 420 shares
$23K · 100 shares
$23K · 984 shares
$23K · 90 shares
$23K · 324 shares
$23K · 500 shares
$23K · 335 shares
$23K · 850 shares
$22K · 1K shares
$22K · 928 shares
$22K · 546 shares
$22K · 502 shares
$21K · 201 shares
$21K · 552 shares
$21K · 255 shares
$21K · 64 shares
$21K · 28 shares
$21K · 200 shares
$21K · 62 shares
$21K · 100 shares
$20K · 740 shares
$20K · 420 shares
$20K · 145 shares
$20K · 93 shares
$20K · 2K shares
$20K · 1K shares
$20K · 412 shares
$20K · 816 shares
$20K · 235 shares
$19K · 663 shares
$19K · 300 shares
$19K · 1K shares
$19K · 100 shares
$19K · 5K shares
$18K · 475 shares
$18K · 64 shares
$18K · 3K shares
$18K · 1K shares
$17K · 229 shares
$17K · 3K shares
$17K · 134 shares
$17K · 1K shares
$17K · 68 shares
$16K · 2K shares
$16K · 100 shares
$16K · 100 shares
$16K · 305 shares
$15K · 73 shares
$15K · 159 shares
$15K · 150 shares
$15K · 372 shares
$15K · 85 shares
$15K · 106 shares
$15K · 500 shares
$15K · 175 shares
$15K · 200 shares
$15K · 400 shares
$15K · 1K shares
$15K · 1K shares
$14K · 56 shares
$14K · 300 shares
$14K · 125 shares
$14K · 327 shares
$13K · 65 shares
$13K · 224 shares
$13K · 216 shares
$13K · 256 shares
$13K · 300 shares
$13K · 68 shares
$13K · 288 shares
$12K · 2K shares
$12K · 75 shares
$12K · 500 shares
$12K · 269 shares
$12K · 976 shares
$12K · 150 shares
$12K · 156 shares
$12K · 90 shares
$11K · 1K shares
$11K · 300 shares
$11K · 161 shares
$11K · 166 shares
$11K · 656 shares
$11K · 85 shares
$11K · 220 shares
$10K · 90 shares
$10K · 82 shares
$10K · 150 shares
$9K · 498 shares
$9K · 111 shares
$9K · 67 shares
$9K · 220 shares
$9K · 109 shares
$9K · 200 shares
$9K · 100 shares
$8K · 184 shares
$8K · 50 shares
$8K · 424 shares
$8K · 300 shares
$8K · 305 shares
$8K · 56 shares
$8K · 93 shares
$8K · 150 shares
$7K · 87 shares
$7K · 72 shares
$7K · 34 shares
$7K · 80 shares
$7K · 134 shares
$7K · 150 shares
$7K · 35 shares
$7K · 130 shares
$7K · 250 shares
$7K · 80 shares
$7K · 14 shares
$6K · 205 shares
$6K · 500 shares
$6K · 251 shares
$6K · 30 shares
$6K · 1K shares
$6K · 134 shares
$6K · 720 shares
$6K · 96 shares
$6K · 39 shares
$6K · 150 shares
$6K · 85 shares
$6K · 5 shares
$6K · 250 shares
$5K · 100 shares
$5K · 54 shares
$5K · 669 shares
$5K · 390 shares
$5K · 115 shares
$5K · 22 shares
$5K · 66 shares
$5K · 100 shares
$5K · 135 shares
$5K · 40 shares
$4K · 40 shares
$4K · 297 shares
$4K · 292 shares
$4K · 22 shares
$4K · 359 shares
$4K · 378 shares
$4K · 52 shares
$3K · 25 shares
$3K · 34 shares
$3K · 90 shares
$3K · 52 shares
$3K · 260 shares
$3K · 58 shares
$3K · 112 shares
$3K · 59 shares
$3K · 176 shares
$3K · 50 shares
$3K · 469 shares
$3K · 120 shares
$3K · 125 shares
$3K · 20 shares
$2K · 24 shares
$2K · 106 shares
$2K · 275 shares
$2K · 57 shares
$2K · 200 shares
$2K · 17 shares
$2K · 66 shares
$2K · 50 shares
$2K · 15 shares
$2K · 11 shares
$2K · 130 shares
$2K · 550 shares
$2K · 100 shares
$1K · 24 shares
$1K · 18 shares
$1K · 20 shares
$1K · 50 shares
$1K · 40 shares
$1K · 36 shares
$1K · 14 shares
$1K · 759 shares
$1K · 44 shares
$1K · 11 shares
$1K · 41 shares
$1K · 115 shares
$1K · 115 shares
$1K · 71 shares
$0 · 100 shares
$0 · 14 shares
$0 · 29 shares
$0 · 12 shares
$0 · 383 shares
$0 · 25 shares
$0 · 12 shares
$0 · 10 shares
$0 · 131 shares
$0 · 20 shares
$0 · 10 shares
$0 · 5 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 304 | $401.2M | 35.7% |
| Technology | 82 | $244.0M | 21.7% |
| Healthcare | 47 | $83.7M | 7.4% |
| Industrials | 72 | $77.1M | 6.9% |
| Consumer Cyclical | 40 | $76.4M | 6.8% |
| Communication Services | 17 | $63.5M | 5.7% |
| Unknown | 47 | $55.4M | 4.9% |
| Consumer Defensive | 33 | $52.7M | 4.7% |
| Utilities | 31 | $30.7M | 2.7% |
| Energy | 31 | $26.3M | 2.3% |
| Basic Materials | 28 | $10.1M | 0.9% |
| Real Estate | 22 | $3.4M | 0.3% |