Fund Holdings

Caldwell Trust Co

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
APPLE INC(AAPL)250,773251,003+23051,451,09763,912,8945.97%+12,461,797
ALPHABET INC(GOOG)132,700129,874-2,82623,385,72131,572,3692.95%+8,186,648
NVIDIA CORPORATION(NVDA)348,306334,404-13,90255,028,86562,393,0985.83%+7,364,233
ISHARES TR26,57628,671+2,09516,501,03819,189,5001.79%+2,688,462
ARISTA NETWORKS INC(ANET)44,73945,607+8684,577,2476,645,3960.62%+2,068,149
JOHNSON & JOHNSON(JNJ)59,25759,396+1399,051,50711,013,2061.03%+1,961,699
MICROSOFT CORP(MSFT)74,65975,331+67237,136,13339,017,6923.65%+1,881,559
ORACLE CORP(ORCL)25,36726,286+9195,545,9877,392,6750.69%+1,846,688
CATERPILLAR INC(CAT)18,93018,821-1097,348,8158,980,4400.84%+1,631,625
HOME DEPOT INC(HD)52,96751,945-1,02219,419,82121,047,5951.97%+1,627,774
JPMORGAN CHASE & CO.(JPM)68,18467,642-54219,767,22321,336,3161.99%+1,569,093
SPDR S&P 500 ETF TR(SPY)64,40462,049-2,35539,792,01141,335,8033.86%+1,543,792
ALPHABET INC(GOOG)19,36019,916+5563,434,2714,850,5420.45%+1,416,271
BROADCOM INC(AVGO)28,33927,921-4187,811,6459,211,4170.86%+1,399,772
MARVELL TECHNOLOGY INC(MRVL)016,501+16,50101,387,2390.13%+1,387,239
BLACKROCK INC(BLK)12,05912,004-5512,652,90613,995,1031.31%+1,342,197
QUEST DIAGNOSTICS INC(DGX)1,9257,794+5,869345,7881,485,3810.14%+1,139,593
ABBVIE INC(ABBV)25,11024,989-1214,660,9185,785,9530.54%+1,125,035
BLACKSTONE INC(BX)45,87446,231+3576,861,8337,898,5660.74%+1,036,733
CSX CORP(CSX)11,17338,187+27,014364,5751,356,0200.13%+991,445
ISHARES TR226,542243,515+16,97311,952,35612,913,6001.21%+961,244
ISHARES TR197,725211,987+14,26210,536,76511,466,3771.07%+929,612
KIMCO RLTY CORP(KIM)5,08247,411+42,329106,8241,035,9300.10%+929,106
TEXAS INSTRS INC(TXN)2,1037,339+5,236436,6251,348,3940.13%+911,769
ISHARES TR106,508114,344+7,83610,565,59411,462,9861.07%+897,392
NEXTERA ENERGY INC(NEE)183,839180,379-3,46012,762,10313,616,8111.27%+854,708
TAIWAN SEMICONDUCTOR MFG LTD(TSM)19,95119,051-9004,518,7025,320,7540.50%+802,052
ISHARES TR89,81689,327-4899,815,99110,614,7270.99%+798,736
UNITED RENTALS INC(URI)2,6912,957+2662,027,3992,822,9300.26%+795,531
VANGUARD TAX-MANAGED FDS89,82697,412+7,5865,120,9805,836,9270.55%+715,947
CHEVRON CORP NEW(CVX)57,22157,112-1098,193,4758,868,9230.83%+675,448
CUMMINS INC(CMI)6,6946,787+932,192,2852,866,6250.27%+674,340
INVESCO QQQ TR20,00319,471-53211,034,45511,689,8041.09%+655,349
ISHARES TR141,479143,596+2,1178,774,5289,371,0750.88%+596,547
SELECT SECTOR SPDR TR16,16616,509+3434,093,7164,653,2270.43%+559,511
QUANTA SVCS INC11,41411,707+2934,315,4054,851,6150.45%+536,210
INVESCO EXCHANGE TRADED FD T73,11672,793-32313,288,10213,808,8321.29%+520,730
CORNING INC(GLW)15,14615,943+797796,5281,307,8040.12%+511,276
WALMART INC(WMT)110,623109,757-86610,816,71711,311,5561.06%+494,839
VANGUARD BD INDEX FDS10,26016,310+6,050793,5081,273,6480.12%+480,140
ISHARES TR69,89472,240+2,3465,834,7516,307,2740.59%+472,523
VALERO ENERGY CORP(VLO)12,39412,441+471,666,0012,118,2050.20%+452,204
BERKLEY W R CORP43,16147,276+4,1153,171,0393,622,2870.34%+451,248
RTX CORPORATION(RTX)22,25822,038-2203,250,1133,687,6190.34%+437,506
DUPONT DE NEMOURS INC(DD)29,35331,370+2,0172,013,3222,443,7230.23%+430,401
VANGUARD INDEX FDS31,01030,976-348,677,5289,098,8900.85%+421,362
VANGUARD INDEX FDS14,10514,306+2014,286,9334,694,8000.44%+407,867
GENUINE PARTS CO(GPC)27,39126,901-4903,322,8023,728,4790.35%+405,677
INTERNATIONAL BUSINESS MACHS(IBM)16,29418,422+2,1284,803,1455,197,9520.49%+394,807
GE AEROSPACE(GE)4,3605,028+6681,122,2201,512,5230.14%+390,303
JACOBS SOLUTIONS INC(J)9,62411,019+1,3951,265,0751,651,3070.15%+386,232
PHILLIPS 66(PSX)14,58415,607+1,0231,739,8712,122,8640.20%+382,993
ISHARES TR10,13612,151+2,0151,346,1621,726,6570.16%+380,495
EXXON MOBIL CORP59,16959,900+7316,378,4186,753,7250.63%+375,307
APPLIED MATLS INC13,29813,688+3902,434,4652,802,4810.26%+368,016
DUKE ENERGY CORP NEW(DUK)33,04834,302+1,2543,899,6644,244,8730.40%+345,209
MORGAN STANLEY(MS)19,59319,505-882,759,8703,100,5150.29%+340,645
BANK AMERICA CORP62,29563,568+1,2732,947,7993,279,4730.31%+331,674
TJX COS INC NEW(TJX)17,52417,258-2662,164,0392,494,4710.23%+330,432
SOUTHERN CO(SO)24,05526,686+2,6312,208,9712,529,0320.24%+320,061
SPDR S&P MIDCAP 400 ETF TR(MDY)21,67021,099-57112,275,62212,575,6371.18%+300,015
AMERICAN EXPRESS CO(AXP)17,53117,723+1925,592,0385,886,8720.55%+294,834
NORTHROP GRUMMAN CORP(NOC)2,2332,315+821,116,4551,410,5760.13%+294,121
SPDR SERIES TRUST327,382337,313+9,9318,341,6938,635,2130.81%+293,520
ISHARES INC45,50946,884+1,3752,873,4383,165,1390.30%+291,701
ISHARES TR5,1465,276+1302,184,8892,471,3310.23%+286,442
DICKS SPORTING GOODS INC(DKS)7,2457,737+4921,433,1331,719,3160.16%+286,183
LOCKHEED MARTIN CORP(LMT)6,2756,371+962,906,2043,180,4670.30%+274,263
DOMINION ENERGY INC(D)11,52215,011+3,489651,223918,2230.09%+267,000
WEC ENERGY GROUP INC(WEC)17,49718,198+7011,823,1872,085,3090.19%+262,122
WELLS FARGO CO NEW(WFC)19,19921,324+2,1251,538,2241,787,3780.17%+249,154
NORFOLK SOUTHN CORP(NSC)6,6936,525-1681,713,2071,960,1750.18%+246,968
TOLL BROTHERS INC(TOL)10,77310,687-861,229,5221,476,3020.14%+246,780
VANGUARD INDEX FDS6,4946,422-722,846,9703,080,0550.29%+233,085
AUTOZONE INC(AZO)470458-121,744,7481,964,9300.18%+220,182
UBER TECHNOLOGIES INC(UBER)02,195+2,1950215,0440.02%+215,044
ALTRIA GROUP INC(MO)27,52027,590+701,613,4981,822,5950.17%+209,097
LAM RESEARCH CORP(LRCX)4,6204,920+300449,711658,7880.06%+209,077
BERKSHIRE HATHAWAY INC DEL8805,830,4006,033,6000.56%+203,200
GENERAL DYNAMICS CORP(GD)3,1553,290+135920,1871,121,8900.10%+201,703
BERKSHIRE HATHAWAY INC DEL21,61421,275-33910,499,43310,695,7941.00%+196,361
PARKER-HANNIFIN CORP(PH)3,7153,667-482,594,8162,780,1360.26%+185,320
META PLATFORMS INC(META)7,0807,365+2855,225,6775,408,7090.51%+183,032
FLEXSHARES TR02,280+2,2800181,0320.02%+181,032
AON PLC(AON)5,2005,710+5101,855,1522,036,0720.19%+180,920
FINWARD BANCORP40,43040,43001,116,6771,297,3990.12%+180,722
PROSHARES TR45,56146,235+6744,587,9934,765,4410.45%+177,448
ALLSTATE CORP(ALL)13,05413,05402,627,9012,802,0410.26%+174,140
DOORDASH INC(DASH)0633+6330172,1700.02%+172,170
MEDTRONIC PLC(MDT)6,4337,668+1,235560,765730,3000.07%+169,535
COLGATE PALMOLIVE CO(CL)11,62115,251+3,6301,056,3491,219,1650.11%+162,816
VANGUARD WORLD FD600750+150397,968559,9730.05%+162,005
SPDR DOW JONES INDL AVERAGE(DIA)7,2907,275-153,212,3393,373,7090.32%+161,370
SPDR GOLD TR(GLD)2,0132,177+164613,623773,8580.07%+160,235
CONSTELLATION ENERGY CORP(CEG)5,2285,612+3841,687,3891,846,7410.17%+159,352
KLA CORP(KLAC)825829+4738,986894,1590.08%+155,173
AMGEN INC(AMGN)30,72830,929+2018,579,5658,728,1640.82%+148,599
L3HARRIS TECHNOLOGIES INC(LHX)9061,228+322227,261375,0430.04%+147,782
SEAGATE TECHNOLOGY HLDNGS PL1,5011,521+20216,639359,0470.03%+142,408
SHELL PLC(SHEL)27,84129,369+1,5281,960,2852,100,7650.20%+140,480
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