Caldwell Sutter Capital
Latest statistics and disclosures from Caldwell Sutter Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, PPIH, MSA, CAT, PLBC, and represent 14.90% of Caldwell Sutter Capital's stock portfolio.
- Added to shares of these 10 stocks: SGOV, XLE, CPB, USFR, XLK, XLY, NAII, AMRZ, GEV, CET.
- Started 47 new stock positions in CRWV, BDX, VCR, SPYV, SOLS, LCID, IMTM, CL, IQLT, Q.
- Reduced shares in these 10 stocks: AAPL, CSW, DGICA, MSA, PPIH, FSUN, INTG, DFUS, MSFT, SPY.
- Sold out of its positions in AMG, ALK, BMRN, BIT, DELL, DFUS, DFAT, DFUV, EMX, EOG.
- Caldwell Sutter Capital was a net seller of stock by $-2.1M.
- Caldwell Sutter Capital has $236M in assets under management (AUM), dropping by 0.75%.
- Central Index Key (CIK): 0000702007
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Portfolio Holdings for Caldwell Sutter Capital
Caldwell Sutter Capital holds 877 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Caldwell Sutter Capital has 877 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Caldwell Sutter Capital Dec. 31, 2025 positions
- Download the Caldwell Sutter Capital December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.6 | $13M | -6% | 49k | 271.86 |
|
| Perma-pipe International (PPIH) | 3.0 | $7.1M | -2% | 235k | 30.36 |
|
| Msa Safety Inc equity (MSA) | 2.2 | $5.1M | -3% | 32k | 160.14 |
|
| Caterpillar (CAT) | 2.1 | $4.9M | 8.6k | 572.84 |
|
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| Plumas Ban (PLBC) | 2.0 | $4.7M | 106k | 44.69 |
|
|
| Visa Com Cl A (V) | 2.0 | $4.6M | 13k | 350.72 |
|
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| Donegal Group Cl A (DGICA) | 1.8 | $4.2M | -4% | 212k | 19.98 |
|
| Summit State Bank (SSBI) | 1.7 | $4.0M | 347k | 11.63 |
|
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| Microsoft Corporation (MSFT) | 1.5 | $3.5M | -4% | 7.3k | 483.64 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $3.3M | 4.8k | 684.94 |
|
|
| Berkshire Hathawa Inc Del Cl B New (BRK.B) | 1.4 | $3.3M | 6.5k | 502.65 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $3.2M | 15k | 219.78 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $3.0M | 9.2k | 322.23 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.2 | $2.9M | +58% | 28k | 100.38 |
|
| American Express Company (AXP) | 1.2 | $2.7M | 7.3k | 369.97 |
|
|
| Kinetik Holdings New Cl A (KNTK) | 1.1 | $2.6M | 73k | 36.05 |
|
|
| Costco Wholesale Corporation (COST) | 1.1 | $2.6M | 3.0k | 862.37 |
|
|
| Chevron Corp New Com (CVX) | 1.1 | $2.6M | 17k | 152.41 |
|
|
| International Business Machines (IBM) | 1.1 | $2.5M | 8.4k | 296.20 |
|
|
| Bay (BCML) | 1.0 | $2.4M | 80k | 29.40 |
|
|
| Parke Ban (PKBK) | 1.0 | $2.3M | -3% | 92k | 25.04 |
|
| Modine Manufacturing (MOD) | 0.9 | $2.2M | -3% | 17k | 133.51 |
|
| Cisco Systems (CSCO) | 0.9 | $2.2M | +2% | 29k | 77.03 |
|
| Seneca Foods Corp New Cl A (SENEA) | 0.9 | $2.2M | -4% | 20k | 110.63 |
|
| FirstSun Capital Bancorp (FSUN) | 0.9 | $2.2M | -7% | 59k | 37.63 |
|
| Intuit (INTU) | 0.9 | $2.1M | 3.2k | 662.42 |
|
|
| Meta Platforms Cl A (META) | 0.9 | $2.1M | 3.1k | 660.09 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $2.1M | 6.1k | 335.27 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.9 | $2.0M | 16k | 129.16 |
|
|
| New England Rlty Assoc Ltd P Depository Rcpt (NEN) | 0.8 | $1.9M | -3% | 29k | 64.50 |
|
| Banner Corp Com New (BANR) | 0.8 | $1.8M | -4% | 28k | 62.66 |
|
| Kayne Anderson MLP Investment (KYN) | 0.7 | $1.8M | 142k | 12.38 |
|
|
| Exxon Mobil Corporation (XOM) | 0.7 | $1.7M | 14k | 120.34 |
|
|
| Community West Bancshares New Com (CWBC) | 0.7 | $1.7M | 74k | 22.50 |
|
|
| Natural Alternatives Intl Com New (NAII) | 0.7 | $1.7M | +10% | 462k | 3.58 |
|
| First Internet Bancorp (INBK) | 0.7 | $1.6M | 77k | 20.87 |
|
|
| Pfizer (PFE) | 0.7 | $1.6M | -2% | 64k | 24.90 |
|
| Barings Corporate Investors (MCI) | 0.6 | $1.5M | 84k | 18.15 |
|
|
| Pepsi (PEP) | 0.6 | $1.5M | +2% | 11k | 143.52 |
|
| Mechanics Bancorp Cl A (MCHB) | 0.6 | $1.5M | 103k | 14.63 |
|
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| Union Pacific Corporation (UNP) | 0.6 | $1.5M | 6.5k | 231.32 |
|
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| A Mark Precious Metals (GOLD) | 0.6 | $1.5M | -2% | 43k | 34.05 |
|
| Johnson & Johnson (JNJ) | 0.6 | $1.3M | 6.5k | 206.96 |
|
|
| UMH Properties (UMH) | 0.6 | $1.3M | -4% | 84k | 15.91 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $1.3M | 2.7k | 487.94 |
|
|
| Northrim Ban (NRIM) | 0.5 | $1.2M | 46k | 26.61 |
|
|
| Abbvie (ABBV) | 0.5 | $1.2M | 5.4k | 228.50 |
|
|
| Bank of America Corporation (BAC) | 0.5 | $1.2M | 21k | 55.00 |
|
|
| American Realty Investors (ARL) | 0.5 | $1.2M | -2% | 72k | 16.06 |
|
| Hershey Company (HSY) | 0.5 | $1.1M | 6.1k | 181.98 |
|
|
| McDonald's Corporation (MCD) | 0.5 | $1.1M | 3.6k | 305.63 |
|
|
| Wisdomtree Tr Floating Rat Trea (USFR) | 0.5 | $1.1M | +21% | 22k | 50.32 |
|
| Waste Management (WM) | 0.5 | $1.1M | 4.9k | 219.71 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.1M | 3.4k | 313.00 |
|
|
| Investors Title Company (ITIC) | 0.4 | $1.1M | 4.2k | 249.64 |
|
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| Home Depot (HD) | 0.4 | $1.1M | 3.1k | 344.10 |
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| Smartfinancial Com New (SMBK) | 0.4 | $1.1M | 28k | 36.99 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.0M | 3.3k | 313.80 |
|
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| Electro-Sensors (ELSE) | 0.4 | $1.0M | 250k | 4.16 |
|
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| Wiley John & Sons Cl A (WLY) | 0.4 | $1.0M | 34k | 30.63 |
|
|
| Verizon Communications (VZ) | 0.4 | $997k | -4% | 25k | 40.73 |
|
| Merck & Co (MRK) | 0.4 | $997k | +2% | 9.5k | 105.26 |
|
| Gilead Sciences (GILD) | 0.4 | $994k | -2% | 8.1k | 122.74 |
|
| Honeywell International (HON) | 0.4 | $985k | 5.0k | 195.09 |
|
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| At&t (T) | 0.4 | $978k | 39k | 24.84 |
|
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| Canadian Pacific Kansas City (CP) | 0.4 | $976k | 13k | 73.63 |
|
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| AMREP Corporation (AXR) | 0.4 | $945k | 50k | 18.80 |
|
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| InterGroup Corporation (INTG) | 0.4 | $943k | -15% | 33k | 28.39 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.4 | $936k | -10% | 10k | 93.08 |
|
| Wal-Mart Stores (WMT) | 0.4 | $928k | -6% | 8.3k | 111.41 |
|
| Bank of New York Mellon Corporation (BK) | 0.4 | $922k | 7.9k | 116.09 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $909k | -3% | 10k | 87.16 |
|
| Enbridge (ENB) | 0.4 | $876k | 18k | 47.83 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $847k | 4.4k | 191.01 |
|
|
| Capital Southwest Corporation (CSWC) | 0.4 | $844k | -7% | 38k | 22.15 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $841k | +96% | 19k | 44.71 |
|
| Walt Disney Company (DIS) | 0.4 | $831k | -5% | 7.3k | 113.77 |
|
| Boeing Company (BA) | 0.4 | $827k | -2% | 3.8k | 217.12 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $773k | 1.6k | 483.67 |
|
|
| Central Securities (CET) | 0.3 | $767k | +10% | 15k | 50.71 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $755k | 1.00 | 754800.00 |
|
|
| Black Stone Minerals Com Unit (BSM) | 0.3 | $741k | 56k | 13.29 |
|
|
| Duke Energy Corp Com New (DUK) | 0.3 | $719k | 6.1k | 117.21 |
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| Old National Ban (ONB) | 0.3 | $714k | 32k | 22.31 |
|
|
| Barings Partn Invs Sh Ben Int (MPV) | 0.3 | $695k | 44k | 15.89 |
|
|
| Digital Realty Trust (DLR) | 0.3 | $687k | -2% | 4.4k | 154.71 |
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| Qualcomm (QCOM) | 0.3 | $685k | 4.0k | 171.04 |
|
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| Fb Finl (FBK) | 0.3 | $680k | 12k | 55.80 |
|
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| Welltower Inc Com reit (WELL) | 0.3 | $673k | 3.6k | 185.61 |
|
|
| United Parcel Service CL B (UPS) | 0.3 | $673k | +8% | 6.8k | 99.20 |
|
| Danaher Corporation (DHR) | 0.3 | $663k | 2.9k | 228.92 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $657k | +4% | 4.6k | 143.30 |
|
| Amazon (AMZN) | 0.3 | $651k | 2.8k | 230.82 |
|
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| Williams Companies (WMB) | 0.3 | $643k | 11k | 60.11 |
|
|
| Coca-Cola Company (KO) | 0.3 | $639k | +2% | 9.1k | 69.91 |
|
| Nicholas Financial | 0.3 | $632k | -11% | 122k | 5.18 |
|
| Apartment Invt & Mgmt Cl A (AIV) | 0.3 | $632k | +2% | 106k | 5.94 |
|
| Fs Ban (FSBW) | 0.3 | $623k | 15k | 41.17 |
|
|
| Csw Industrials (CSW) | 0.3 | $610k | -31% | 2.1k | 293.53 |
|
| Us Bancorp Del Com New (USB) | 0.3 | $608k | 11k | 53.36 |
|
|
| Oneok New Com (OKE) | 0.3 | $601k | +7% | 8.2k | 73.50 |
|
| Ni Hldgs (NODK) | 0.3 | $591k | 45k | 13.30 |
|
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| Amgen (AMGN) | 0.2 | $577k | 1.8k | 327.27 |
|
|
| Philip Morris International (PM) | 0.2 | $576k | 3.6k | 160.40 |
|
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| Ingles Mkts Cl A (IMKTA) | 0.2 | $564k | -3% | 8.2k | 68.55 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $556k | 10k | 54.77 |
|
|
| NVIDIA Corporation (NVDA) | 0.2 | $556k | -2% | 3.0k | 186.50 |
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.2 | $547k | -10% | 5.7k | 95.95 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $540k | 2.9k | 183.40 |
|
|
| Bank of Marin Ban (BMRC) | 0.2 | $530k | 20k | 26.01 |
|
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $526k | 5.5k | 96.27 |
|
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| Vanguard World Fds Energy Etf (VDE) | 0.2 | $526k | -3% | 4.2k | 125.92 |
|
| 3M Company (MMM) | 0.2 | $525k | -2% | 3.3k | 160.11 |
|
| Amcon Distrg Com New (DIT) | 0.2 | $522k | -10% | 5.0k | 104.34 |
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| Norfolk Southern (NSC) | 0.2 | $520k | 1.8k | 288.72 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $518k | -13% | 826.00 | 627.13 |
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| Kenvue (KVUE) | 0.2 | $498k | 29k | 17.25 |
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| Starbucks Corporation (SBUX) | 0.2 | $487k | 5.8k | 84.21 |
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| Nextera Energy (NEE) | 0.2 | $484k | 6.0k | 80.28 |
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| State Street Corporation (STT) | 0.2 | $484k | -7% | 3.8k | 129.01 |
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| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.2 | $475k | -10% | 12k | 41.08 |
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| LGL (LGL) | 0.2 | $465k | 81k | 5.75 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $459k | +3% | 9.1k | 50.59 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $457k | +2% | 5.5k | 82.81 |
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| Intel Corporation (INTC) | 0.2 | $449k | -4% | 12k | 36.90 |
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| Ge Aerospace Com New (GE) | 0.2 | $449k | -2% | 1.5k | 308.11 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.2 | $447k | -4% | 4.8k | 93.12 |
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| Clorox Company (CLX) | 0.2 | $443k | 4.4k | 100.83 |
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| Abbott Laboratories (ABT) | 0.2 | $441k | 3.5k | 125.29 |
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| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.2 | $440k | 8.3k | 53.06 |
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| Wells Fargo New Com (WFC) | 0.2 | $438k | -4% | 4.7k | 93.20 |
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| Broadcom (AVGO) | 0.2 | $431k | -14% | 1.2k | 346.12 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $428k | +3% | 3.6k | 119.34 |
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| Dollar Gen Corp New Com (DG) | 0.2 | $423k | 3.2k | 132.77 |
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| Lowe's Companies (LOW) | 0.2 | $410k | 1.7k | 241.16 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $393k | 1.4k | 290.31 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $393k | +89% | 2.7k | 143.97 |
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| Medtronic SHS (MDT) | 0.2 | $392k | 4.1k | 96.06 |
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| Calumet (CLMT) | 0.2 | $387k | 20k | 19.87 |
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| Consolidated Edison (ED) | 0.2 | $381k | +3% | 3.8k | 99.32 |
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| Ameriprise Financial (AMP) | 0.2 | $379k | 772.00 | 490.34 |
|
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| Mastercard Incorporated Cl A (MA) | 0.2 | $377k | 660.00 | 570.88 |
|
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| St. Joe Company (JOE) | 0.2 | $374k | +18% | 6.3k | 59.37 |
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| Wiley John & Sons CL B (WLYB) | 0.2 | $370k | 12k | 30.50 |
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| Travelers Companies (TRV) | 0.2 | $366k | 1.3k | 290.03 |
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| Bristol Myers Squibb (BMY) | 0.2 | $360k | +10% | 6.7k | 53.94 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $341k | -3% | 2.0k | 171.18 |
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| UnitedHealth (UNH) | 0.1 | $340k | +5% | 1.0k | 330.11 |
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| Key (KEY) | 0.1 | $335k | -6% | 16k | 20.64 |
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| Ge Vernova (GEV) | 0.1 | $332k | +36% | 508.00 | 653.57 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $331k | +100% | 2.8k | 119.41 |
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| Crown Castle Intl (CCI) | 0.1 | $330k | -8% | 3.7k | 88.87 |
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| Victory Cap Hldgs Com Cl A (VCTR) | 0.1 | $327k | 5.2k | 63.09 |
|
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| Altria (MO) | 0.1 | $325k | 5.6k | 57.66 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $324k | 5.2k | 62.47 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $315k | +5% | 12k | 27.43 |
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| Kinder Morgan (KMI) | 0.1 | $313k | 11k | 27.49 |
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| Campbell Soup Company (CPB) | 0.1 | $312k | +170% | 11k | 27.87 |
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| Dominion Resources (D) | 0.1 | $310k | -6% | 5.3k | 58.59 |
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| Keysight Technologies (KEYS) | 0.1 | $305k | 1.5k | 203.19 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $303k | -5% | 3.0k | 100.89 |
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| Valaris Cl A (VAL) | 0.1 | $302k | 6.0k | 50.40 |
|
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| Kratos Defense & Sec Solutions Com New (KTOS) | 0.1 | $300k | -5% | 4.0k | 75.91 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $293k | 3.5k | 84.22 |
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| Nasdaq Omx (NDAQ) | 0.1 | $291k | 3.0k | 97.13 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $289k | 3.6k | 81.17 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $284k | +15% | 2.8k | 101.82 |
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| Nucor Corporation (NUE) | 0.1 | $284k | 1.7k | 163.11 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $278k | 4.3k | 65.10 |
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| Renasant (RNST) | 0.1 | $275k | 7.8k | 35.22 |
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| American Electric Power Company (AEP) | 0.1 | $273k | 2.4k | 115.31 |
|
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| Invesco Qqq Trust Unit Ser 1 (QQQ) | 0.1 | $271k | +2% | 441.00 | 614.31 |
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| General Mills (GIS) | 0.1 | $267k | +2% | 5.7k | 46.50 |
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| Ford Motor Company (F) | 0.1 | $266k | -3% | 20k | 13.12 |
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| Proshares Tr Large Cap Cre (CSM) | 0.1 | $265k | 3.3k | 79.68 |
|
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| Sturm, Ruger & Company (RGR) | 0.1 | $263k | 8.1k | 32.65 |
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| Stagwell Com Cl A (STGW) | 0.1 | $263k | 54k | 4.89 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $263k | 834.00 | 314.80 |
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| PNC Financial Services (PNC) | 0.1 | $261k | -5% | 1.2k | 208.73 |
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| Donegal Group CL B (DGICB) | 0.1 | $260k | +31% | 15k | 17.69 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $259k | 3.7k | 70.12 |
|
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $257k | +2% | 1.8k | 143.52 |
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| Old Republic International Corporation (ORI) | 0.1 | $251k | 5.5k | 45.64 |
|
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| Oracle Corporation (ORCL) | 0.1 | $250k | +4% | 1.3k | 194.91 |
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| Transcontinental Rlty Invs Com New (TCI) | 0.1 | $246k | 4.2k | 58.62 |
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| Barings Global Short Duration Com cef (BGH) | 0.1 | $246k | -5% | 16k | 15.01 |
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| Enterprise Products Partners (EPD) | 0.1 | $245k | 7.6k | 32.06 |
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|
| Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) | 0.1 | $242k | 1.9k | 127.11 |
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| SLB Com Stk (SLB) | 0.1 | $239k | 6.2k | 38.38 |
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| Realty Income (O) | 0.1 | $239k | -26% | 4.2k | 56.37 |
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| Prudential Financial (PRU) | 0.1 | $238k | +6% | 2.1k | 112.88 |
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| Kinsale Cap Group (KNSL) | 0.1 | $236k | +12% | 603.00 | 391.12 |
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| Amalgamated Financial Corp (AMAL) | 0.1 | $235k | 7.3k | 32.03 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $233k | 905.00 | 257.83 |
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| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $232k | -10% | 9.8k | 23.65 |
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $231k | 7.6k | 30.54 |
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| Dow (DOW) | 0.1 | $230k | -8% | 9.8k | 23.38 |
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| Blue Ridge Bank (BRBS) | 0.1 | $229k | 54k | 4.27 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $225k | 2.0k | 110.19 |
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| Loews Corporation (L) | 0.1 | $221k | 2.1k | 105.31 |
|
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| Cummins (CMI) | 0.1 | $221k | -4% | 432.00 | 510.45 |
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| Nuveen Multi-Strategy Income & Growth (JPC) | 0.1 | $220k | 27k | 8.11 |
|
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $219k | 1.9k | 117.72 |
|
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| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.1 | $217k | -7% | 4.7k | 45.80 |
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| Old Second Ban (OSBC) | 0.1 | $215k | 11k | 19.50 |
|
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| Columbia Banking System (COLB) | 0.1 | $213k | 7.6k | 27.95 |
|
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| LSB Industries (LXU) | 0.1 | $213k | 25k | 8.50 |
|
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| Essex Property Trust (ESS) | 0.1 | $212k | +5% | 811.00 | 261.68 |
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| Marvell Technology (MRVL) | 0.1 | $211k | 2.5k | 84.98 |
|
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| Fortive (FTV) | 0.1 | $209k | 3.8k | 55.21 |
|
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| Pathfinder Ban (PBHC) | 0.1 | $208k | 15k | 14.11 |
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|
| Bce Com New (BCE) | 0.1 | $208k | -7% | 8.7k | 23.82 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $207k | 3.9k | 53.75 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $202k | -2% | 600.00 | 336.66 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $201k | -19% | 2.1k | 96.16 |
|
| AFLAC Incorporated (AFL) | 0.1 | $200k | 1.8k | 110.27 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $198k | 2.3k | 85.77 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $193k | 1.1k | 168.77 |
|
|
| Applied Materials (AMAT) | 0.1 | $190k | 740.00 | 256.99 |
|
|
| Workday Cl A (WDAY) | 0.1 | $184k | 858.00 | 214.78 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $182k | 1.1k | 173.48 |
|
|
| Blackrock (BLK) | 0.1 | $182k | -2% | 170.00 | 1070.34 |
|
| Mainstreet Bancshares (MNSB) | 0.1 | $180k | 8.8k | 20.36 |
|
|
| Pacer Fds Tr Developed Mrkt (ICOW) | 0.1 | $177k | +5% | 4.6k | 38.68 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $175k | -12% | 2.2k | 79.36 |
|
| Phillips 66 (PSX) | 0.1 | $174k | 1.4k | 129.01 |
|
|
| Boulder Growth & Income Fund (STEW) | 0.1 | $174k | 9.4k | 18.54 |
|
|
| GSK Sponsored Adr (GSK) | 0.1 | $174k | 3.5k | 49.04 |
|
|
| Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $174k | 2.6k | 66.08 |
|
|
| Plains All Amern Pipeline Unit Ltd Partn (PAA) | 0.1 | $172k | 9.6k | 17.96 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $172k | 934.00 | 184.20 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $171k | +3% | 10k | 16.49 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $171k | -45% | 251.00 | 681.92 |
|
| PG&E Corporation (PCG) | 0.1 | $171k | 11k | 16.07 |
|
|
| Proshares Tr Msci Eur Div (EUDV) | 0.1 | $167k | +4% | 3.2k | 52.25 |
|
| Morgan Stanley Com New (MS) | 0.1 | $164k | -3% | 924.00 | 177.53 |
|
| Corning Incorporated (GLW) | 0.1 | $160k | 1.8k | 87.56 |
|
|
| International Paper Company (IP) | 0.1 | $159k | 4.0k | 39.39 |
|
|
| Northeast Cmnty Bancorp (NECB) | 0.1 | $158k | -12% | 7.0k | 22.61 |
|
| Carrier Global Corporation (CARR) | 0.1 | $154k | 2.9k | 52.84 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $154k | 1.5k | 104.07 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $154k | 624.00 | 246.06 |
|
|
| Nike CL B (NKE) | 0.1 | $153k | +7% | 2.4k | 63.71 |
|
| Bridgebio Pharma (BBIO) | 0.1 | $153k | 2.0k | 76.49 |
|
|
| Eastern Bankshares (EBC) | 0.1 | $152k | -24% | 8.2k | 18.43 |
|
| Invesco Exchange Traded Fd T Dynmc Food Bev (PBJ) | 0.1 | $149k | 3.3k | 44.81 |
|
|
| Columbia Sportswear Company (COLM) | 0.1 | $149k | 2.7k | 55.09 |
|
|
| Avidbank Holdings (AVBH) | 0.1 | $146k | 5.5k | 26.56 |
|
|
| ConocoPhillips (COP) | 0.1 | $144k | 1.5k | 93.58 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $143k | 1.4k | 99.90 |
|
Past Filings by Caldwell Sutter Capital
SEC 13F filings are viewable for Caldwell Sutter Capital going back to 2022
- Caldwell Sutter Capital 2025 Q4 filed Jan. 30, 2026
- Caldwell Sutter Capital 2025 Q3 filed Oct. 29, 2025
- Caldwell Sutter Capital 2025 Q2 filed July 11, 2025
- Caldwell Sutter Capital 2025 Q1 filed April 16, 2025
- Caldwell Sutter Capital 2024 Q4 filed Jan. 21, 2025
- Caldwell Sutter Capital 2024 Q3 filed Oct. 25, 2024
- Caldwell Sutter Capital 2024 Q2 filed July 23, 2024
- Caldwell Sutter Capital 2024 Q1 filed April 19, 2024
- Caldwell Sutter Capital 2023 Q4 filed Jan. 19, 2024
- Caldwell Sutter Capital 2023 Q3 filed Oct. 25, 2023
- Caldwell Sutter Capital 2023 Q2 filed July 19, 2023
- Caldwell Sutter Capital 2023 Q1 filed April 25, 2023
- Caldwell Sutter Capital 2022 Q4 filed Feb. 10, 2023