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Caldwell Trust Co 13F holdings

Filed 2026-08-03 · Caldwell Trust Co · 887 positions · $1.2B

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TickerCompanySharesValue% of portfolio
AAPLAPPLE INC244.3K$70.7M5.7%
NVDANVIDIA CORPORATION306.1K$61.3M5.0%
SPYSTATE STR SPDR S&P 500 ETF T60.5K$45.2M3.7%
GOOGLALPHABET INC117.6K$42.0M3.4%
AMZNAMAZON COM INC131.2K$31.3M2.5%
MSFTMICROSOFT CORP75.0K$28.0M2.3%
LLYELI LILLY & CO20.9K$25.0M2.0%
IVVISHARES TR31.5K$23.6M1.9%
VOOVANGUARD INDEX FDS32.7K$22.5M1.8%
JPMJPMORGAN CHASE & CO65.6K$21.5M1.7%
CATCATERPILLAR INC17.5K$18.7M1.5%
RSPINVESCO EXCHANGE TRADED FD T81.3K$17.3M1.4%
HDHOME DEPOT INC45.9K$16.2M1.3%
VTIVANGUARD INDEX FDS43.8K$16.2M1.3%
IGSBISHARES TR300.7K$15.8M1.3%
AGGISHARES TR158.9K$15.7M1.3%
COSTCOSTCO WHOLESALE CORPORATION16.5K$15.5M1.3%
NEENEXTERA ENERGY INC173.0K$15.2M1.2%
IJRISHARES TR101.4K$15.0M1.2%
MDYSTATE STR SPDR S&P MIDCAP 4020.7K$14.6M1.2%
JNJJOHNSON & JOHNSON56.5K$14.3M1.2%
IJHISHARES TR183.0K$14.1M1.1%
QQQINVESCO QQQ TR19.1K$14.1M1.1%
IGIBISHARES TR250.1K$13.3M1.1%
MAMASTERCARD INCORPORATED23.9K$12.3M1.0%
BLKBLACKROCK INC12.1K$11.6M0.9%
WMTWALMART INC101.3K$11.5M0.9%
IEFAISHARES TR111.5K$10.8M0.9%
TSMTAIWAN SEMICONDUCTOR MANUFAC22.0K$10.5M0.9%
VVISA INC30.3K$10.4M0.8%
AVGOBROADCOM INC27.5K$10.4M0.8%
EXMOCEXXON MOBIL CORP76.0K$10.4M0.8%
PWRQUANTA SVCS INC14.3K$10.3M0.8%
VOVANGUARD INDEX FDS126.4K$10.2M0.8%
BRK-BBERKSHIRE HATHAWAY INC DEL20.3K$10.2M0.8%
AMATAPPLIED MATLS INC13.7K$9.9M0.8%
AMGNAMGEN INC26.6K$9.6M0.8%
ANETARISTA NETWORKS INC56.3K$9.6M0.8%
SJNKSPDR SERIES TRUST368.6K$9.2M0.7%
VEAVANGUARD TAX-MANAGED FDS128.8K$9.2M0.7%
CVXCHEVRON CORPORATION54.6K$9.1M0.7%
MCDMCDONALDS CORP33.4K$9.0M0.7%
CSCOCISCO SYS INC73.1K$8.6M0.7%
PGPROCTER & GAMBLE CO57.2K$8.4M0.7%
MRVLMARVELL TECHNOLOGY INC24.6K$7.3M0.6%
ABBVABBVIE INC26.7K$6.7M0.5%
EMXCISHARES INC65.4K$6.7M0.5%
XLKSELECT SECTOR SPDR TR33.2K$6.3M0.5%
AXPAMERICAN EXPRESS CO18.6K$6.3M0.5%
IBMINTERNATIONAL BUSINESS MACHS22.2K$6.2M0.5%
UNPUNION PAC CORP21.6K$5.9M0.5%
BXBLACKSTONE INC48.8K$5.7M0.5%
METAMETA PLATFORMS INC9.9K$5.6M0.4%
BRK-BBERKSHIRE HATHAWAY INC DEL7$5.2M0.4%
PANWPALO ALTO NETWORKS INC15.3K$5.2M0.4%
GOOGALPHABET INC14.2K$5.0M0.4%
NOBLPROSHARES TR89.1K$5.0M0.4%
BACBANK OF AMER CORP87.2K$5.0M0.4%
ORCLORACLE CORP32.4K$4.8M0.4%
CMICUMMINS INC6.3K$4.5M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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