Fund Holdings

Caldwell Trust Co

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP57,62959,497+1,8686,935,07410,094,2610.90%+3,159,187
CHEVRON CORPORATION(CVX)55,59155,195-3968,472,62411,419,8451.02%+2,947,221
COSTCO WHOLESALE CORPORATION(COST)15,53715,918+38113,398,17715,861,1731.42%+2,462,996
CATERPILLAR INC(CAT)18,71118,354-35710,718,97113,003,0751.16%+2,284,104
JOHNSON & JOHNSON(JNJ)58,03758,081+4412,010,75714,197,3201.27%+2,186,563
NEXTERA ENERGY INC(NEE)177,126175,422-1,70414,219,67516,293,1951.46%+2,073,520
QUANTA SVCS INC12,94713,670+7235,464,4117,505,1030.67%+2,040,692
ISHARES TR
CORE MSCI EAFE
84,26897,964+13,6967,538,6158,868,6810.79%+1,330,066
ASTRAZENECA PLC(AZN)06,618+6,61801,305,2020.12%+1,305,202
VANGUARD BD INDEX FDS16,76534,108+17,3431,241,7842,511,7140.22%+1,269,930
WALMART INC(WMT)105,493104,669-82411,752,97513,008,2631.16%+1,255,288
APPLIED MATLS INC13,77114,000+2293,539,0094,785,0600.43%+1,246,051
PHILLIPS 66(PSX)17,38918,575+1,1862,243,8773,383,9940.30%+1,140,117
ISHARES TR160,155171,917+11,76210,570,23011,609,5551.04%+1,039,325
VALERO ENERGY CORP(VLO)12,14712,068-791,977,4102,981,7610.27%+1,004,351
HILTON WORLDWIDE HLDGS INC(HLT)643,357+3,29318,3841,020,7970.09%+1,002,413
RESTAURANT BRANDS INTL INC(QSR)2,59915,465+12,866177,3301,142,8640.10%+965,534
ISHARES TR135,527145,705+10,17813,536,43714,464,1351.29%+927,698
L3HARRIS TECHNOLOGIES INC(LHX)1,1363,593+2,457333,4961,240,1240.11%+906,628
ISHARES TR265,759284,597+18,83814,053,33614,958,4181.34%+905,082
ANHEUSER BUSCH INBEV SA NV(BUD)012,811+12,8110888,6990.08%+888,699
BANK AMERICA CORP59,99285,237+25,2453,299,5604,155,3040.37%+855,744
AMGEN INC(AMGN)31,39831,631+23310,276,87911,129,3670.99%+852,488
ISHARES TR94,06597,715+3,65011,304,73212,146,9521.09%+842,220
ISHARES INC
MSCI EMRG CHN
53,25959,637+6,3783,870,8644,691,0460.42%+820,182
SHELL PLC(SHEL)31,38133,360+1,9792,305,8763,102,4800.28%+796,604
CORNING INC(GLW)15,81915,893+741,385,1122,160,9710.19%+775,859
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
74,54378,387+3,84414,279,45715,044,0331.34%+764,576
STATE STR SPDR S&P MIDCAP 40(MDY)20,81421,591+77712,556,67013,316,4651.19%+759,795
TAIWAN SEMICONDUCTOR MANUFAC(TSM)21,48021,501+216,527,5577,266,2630.65%+738,706
VANGUARD TAX-MANAGED FDS108,863117,472+8,6096,800,6727,527,6060.67%+726,934
LOCKHEED MARTIN CORP(LMT)5,8755,902+272,841,5613,567,1100.32%+725,549
HONEYWELL INTL INC(HON)23,66023,291-3694,615,8295,264,4650.47%+648,636
QUEST DIAGNOSTICS INC(DGX)10,87912,889+2,0101,887,8332,525,9860.23%+638,153
VERIZON COMMUNICATIONS INC(VZ)55,04956,082+1,0332,242,1462,815,3170.25%+573,171
VANGUARD BD INDEX FDS36,91943,913+6,9942,909,5863,443,2180.31%+533,632
MARVELL TECHNOLOGY INC(MRVL)19,86122,373+2,5121,687,7882,216,0460.20%+528,258
INVESCO EXCH TRADED FD TR II
TAXABLE MUN BD
018,722+18,7220504,7450.05%+504,745
KIMCO REALTY CORP(KIM)72,68787,640+14,9531,473,3651,969,2710.18%+495,906
KROGER CO(KR)27,79830,660+2,8621,736,8192,218,5580.20%+481,739
CSX CORP(CSX)46,51252,617+6,1051,686,0602,159,9280.19%+473,868
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
1509,923+9,7737,248476,8000.04%+469,552
DUKE ENERGY CORP NEW(DUK)33,34433,420+763,908,2504,376,0150.39%+467,765
SOUTHERN CO(SO)29,42230,977+1,5552,565,5982,989,9000.27%+424,302
VANGUARD STAR FDS3,2568,670+5,414245,633668,5440.06%+422,911
CONOCOPHILLIPS(COP)10,89110,921+301,019,5071,441,5720.13%+422,065
INVESCO EXCH TRADED FD TR II
SHORT TERM ETF
03,929+3,9290414,7060.04%+414,706
T-MOBILE US INC(TMUS)21,51622,738+1,2224,368,6094,775,6620.43%+407,053
MERCK & CO INC(MRK)38,39236,960-1,4324,041,1414,445,9190.40%+404,778
SPDR SERIES TRUST
ST TERM HIGH ETF
353,539374,375+20,8368,951,6079,351,8880.84%+400,281
ANALOG DEVICES INC(ADI)6,3266,526+2001,715,6112,076,1820.19%+360,571
COCA COLA CO(KO)54,42554,575+1503,804,8524,150,4290.37%+345,577
NICOLET BANKSHARES INC12,57812,57801,525,7111,869,3420.17%+343,631
TRANE TECHNOLOGIES PLC(TT)5,8626,272+4102,281,4902,613,7930.23%+332,303
MCDONALDS CORP(MCD)33,61834,116+49810,274,66910,602,9120.95%+328,243
TEXAS INSTRS INC(TXN)8,9879,720+7331,559,1551,887,0410.17%+327,886
DUPONT DE NEMOURS INC(DD)40,65342,441+1,7881,634,2501,943,7980.17%+309,548
AIR PRODUCTS AND CHEMICALS I7,0417,04101,739,2682,045,3400.18%+306,072
OREILLY AUTOMOTIVE INC(ORLY)13,13616,259+3,1231,198,1351,500,8680.13%+302,733
CONSOLIDATED EDISON INC(ED)22,50222,386-1162,234,8992,533,6470.23%+298,748
DEERE & CO(DE)3,2853,239-461,529,3971,824,5290.16%+295,132
NETFLIX INC.(NFLX)59,61261,119+1,5075,589,2215,876,5920.53%+287,371
DEXCOM INC(DXCM)04,327+4,3270271,7360.02%+271,736
NORTHROP GRUMMAN CORP(NOC)2,4452,430-151,394,1631,657,8430.15%+263,680
ISHARES TR238,146245,812+7,66612,831,30613,082,1151.17%+250,809
SNOWFLAKE INC(SNOW)01,657+1,6570249,9090.02%+249,909
PEPSICO INC(PEP)30,23429,551-6834,339,1844,588,9750.41%+249,791
NEW YORK TIMES CO MTN BE(NYT)02,961+2,9610247,9250.02%+247,925
GE VERNOVA INC(GEV)1,0811,0810706,509943,6050.08%+237,096
VANGUARD BD INDEX FDS16,31019,350+3,0401,270,2231,493,4330.13%+223,210
LAM RESEARCH CORP(LRCX)4,8124,8120823,7181,028,1320.09%+204,414
KLA CORP(KLAC)830823-71,008,5161,211,7930.11%+203,277
TOLL BROTHERS INC(TOL)12,63013,980+1,3501,707,8291,907,8510.17%+200,022
SPDR SERIES TRUST
ST INTER BD ETF
05,944+5,9440199,3620.02%+199,362
BRISTOL-MYERS SQUIBB CO(BMY)33,58433,149-4351,811,5212,010,4870.18%+198,966
GENERAL DYNAMICS CORP(GD)3,2133,721+5081,081,6891,277,1220.11%+195,433
BARRICK MNG CORP(B)20,36526,497+6,132886,8961,080,8130.10%+193,917
SCHWAB STRATEGIC TR92,07888,542-3,5362,525,7002,716,4690.24%+190,769
LINDE PLC(LIN)2,6132,620+71,114,1571,298,8910.12%+184,734
RTX CORPORATION(RTX)21,24521,131-1143,896,3334,076,1700.36%+179,837
SHOPIFY INC(SHOP)01,500+1,5000177,9300.02%+177,930
ALTRIA GROUP INC(MO)25,51524,975-5401,471,1951,648,1000.15%+176,905
WEC ENERGY GROUP INC(WEC)18,08617,985-1011,907,3502,082,1230.19%+174,773
UNION PAC CORP(UNP)23,75523,344-4115,495,0075,663,7210.51%+168,714
MARATHON PETE CORP(MPC)2,0262,016-10329,488492,2670.04%+162,779
AT&T INC(T)38,56038,638+78957,8301,120,1160.10%+162,286
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
1,5261,485-41420,245581,7640.05%+161,519
ADVANCED MICRO DEVICES INC(AMD)7,8088,959+1,1511,672,1611,822,5290.16%+150,368
CISCO SYS INC(CSCO)74,22875,624+1,3965,717,7835,867,6660.52%+149,883
SELECT SECTOR SPDR TR
ST STR ENERG ETF
8,7748,7740392,286537,4950.05%+145,209
CHURCH & DWIGHT CO INC(CHD)15,27115,27101,280,4731,425,0900.13%+144,617
OCCIDENTAL PETE CORP(OXY)5,6195,719+100231,053371,7350.03%+140,682
CUMMINS INC(CMI)6,5516,474-773,343,9583,483,1410.31%+139,183
WASTE MGMT INC DEL(WM)13,38713,399+122,941,2583,078,9560.28%+137,698
SPDR INDEX SHS FDS
ST STR NAT ETF
01,800+1,8000134,4060.01%+134,406
PFIZER INC(PFE)45,34544,984-3611,129,0911,263,1510.11%+134,060
DISNEY WALT CO(DIS)8,80711,744+2,9371,001,9721,131,8870.10%+129,915
VANGUARD BD INDEX FDS01,870+1,8700128,6190.01%+128,619
ISHARES TR11,96811,96801,689,1641,812,0750.16%+122,911
ISHARES TR02,150+2,1500122,2490.01%+122,249
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