Caldwell Sutter Capital
Latest statistics and disclosures from Caldwell Sutter Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSA, PPIH, PLBC, V, and represent 14.37% of Caldwell Sutter Capital's stock portfolio.
- Added to shares of these 10 stocks: PLBC, SGOV, AAPL, NRIM, FBK, MCHB, NODK, OSBC, MRK, AVBH.
- Started 40 new stock positions in AMG, RAL, THRD, EOG, FBK, JMTG, OSBC, QBTS, QUBT, SA.
- Reduced shares in these 10 stocks: SSBK, MSFT, , V, CAT, HD, KTOS, ABBV, LLY, NVDA.
- Sold out of its positions in AVNS, BDX, BCLI, Chargepoint Holdings Inc Com Cl A, UTF, DLTH, PFFA, EVTV, FC, GNLN.
- Caldwell Sutter Capital was a net buyer of stock by $5.7M.
- Caldwell Sutter Capital has $234M in assets under management (AUM), dropping by 7.22%.
- Central Index Key (CIK): 0000702007
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Portfolio Holdings for Caldwell Sutter Capital
Caldwell Sutter Capital holds 871 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Caldwell Sutter Capital has 871 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Caldwell Sutter Capital Sept. 30, 2025 positions
- Download the Caldwell Sutter Capital September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.6 | $13M | +8% | 52k | 254.63 |
|
| Msa Safety Inc equity (MSA) | 2.4 | $5.7M | 33k | 172.07 |
|
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| Perma-pipe International (PPIH) | 2.4 | $5.7M | 241k | 23.43 |
|
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| Plumas Ban (PLBC) | 1.9 | $4.6M | +13110% | 106k | 43.14 |
|
| Visa Com Cl A (V) | 1.9 | $4.5M | -5% | 13k | 341.38 |
|
| Donegal Group Cl A (DGICA) | 1.8 | $4.3M | 223k | 19.39 |
|
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| Caterpillar (CAT) | 1.8 | $4.2M | -5% | 8.7k | 477.17 |
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| Summit State Bank (SSBI) | 1.8 | $4.2M | 349k | 11.91 |
|
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| Microsoft Corporation (MSFT) | 1.7 | $3.9M | -12% | 7.6k | 517.92 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $3.3M | -2% | 6.5k | 502.74 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $3.2M | 4.8k | 669.30 |
|
|
| Kinetik Holdings New Cl A (KNTK) | 1.3 | $3.1M | 73k | 42.74 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $3.1M | 14k | 215.79 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $3.0M | 9.4k | 315.42 |
|
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| Costco Whsl Corp New Com (COST) | 1.2 | $2.8M | 3.0k | 925.65 |
|
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| Chevron Corp New Com (CVX) | 1.1 | $2.6M | 17k | 155.29 |
|
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| FirstSun Capital Bancorp (FSUN) | 1.1 | $2.5M | 63k | 38.79 |
|
|
| Modine Manufacturing (MOD) | 1.0 | $2.5M | 17k | 142.16 |
|
|
| American Express Company (AXP) | 1.0 | $2.4M | 7.3k | 332.18 |
|
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| International Business Machines (IBM) | 1.0 | $2.4M | -3% | 8.5k | 282.17 |
|
| Bay (BCML) | 1.0 | $2.3M | -2% | 80k | 28.75 |
|
| Meta Platforms Cl A (META) | 1.0 | $2.3M | 3.1k | 734.38 |
|
|
| Seneca Foods Corp New Cl A (SENEA) | 1.0 | $2.3M | 21k | 107.94 |
|
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| New England Rlty Assoc Ltd P Depository Rcpt (NEN) | 0.9 | $2.2M | 30k | 71.75 |
|
|
| Intuit (INTU) | 0.9 | $2.2M | 3.2k | 682.91 |
|
|
| Parke Ban (PKBK) | 0.9 | $2.0M | 95k | 21.55 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $2.0M | 6.1k | 328.17 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.8 | $2.0M | -2% | 16k | 125.95 |
|
| Banner Corp Com New (BANR) | 0.8 | $1.9M | 30k | 65.50 |
|
|
| Cisco Systems (CSCO) | 0.8 | $1.9M | -3% | 28k | 68.42 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.8 | $1.8M | +124% | 18k | 100.70 |
|
| Kayne Anderson MLP Investment (KYN) | 0.8 | $1.8M | -6% | 144k | 12.37 |
|
| Barings Corporate Investors (MCI) | 0.8 | $1.8M | 85k | 20.76 |
|
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| First Internet Bancorp (INBK) | 0.7 | $1.8M | 78k | 22.43 |
|
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| Pfizer (PFE) | 0.7 | $1.7M | 65k | 25.48 |
|
|
| Exxon Mobil Corporation (XOM) | 0.7 | $1.6M | 14k | 112.75 |
|
|
| Community West Bancshares New Com (CWBC) | 0.7 | $1.5M | 74k | 20.84 |
|
|
| Union Pacific Corporation (UNP) | 0.6 | $1.5M | 6.4k | 236.37 |
|
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| Pepsi (PEP) | 0.6 | $1.5M | -5% | 10k | 140.44 |
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| Mechanics Bancorp Cl A (MCHB) | 0.6 | $1.4M | +81% | 103k | 13.31 |
|
| Wiley John & Sons Cl A (WLY) | 0.6 | $1.4M | 34k | 40.47 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $1.3M | 2.7k | 479.67 |
|
|
| UMH Properties (UMH) | 0.6 | $1.3M | 88k | 14.85 |
|
|
| Abbvie (ABBV) | 0.5 | $1.3M | -10% | 5.4k | 231.54 |
|
| Home Depot (HD) | 0.5 | $1.2M | -13% | 3.1k | 405.18 |
|
| American Realty Investors (ARL) | 0.5 | $1.2M | 73k | 16.73 |
|
|
| Johnson & Johnson (JNJ) | 0.5 | $1.2M | 6.6k | 185.42 |
|
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| AMREP Corporation (AXR) | 0.5 | $1.2M | 51k | 23.92 |
|
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| Natural Alternatives Intl Com New (NAII) | 0.5 | $1.2M | 419k | 2.86 |
|
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| Electro-Sensors (ELSE) | 0.5 | $1.2M | 250k | 4.78 |
|
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| Hershey Company (HSY) | 0.5 | $1.1M | +2% | 6.1k | 187.05 |
|
| At&t (T) | 0.5 | $1.1M | -5% | 40k | 28.24 |
|
| A Mark Precious Metals (AMRK) | 0.5 | $1.1M | 44k | 25.87 |
|
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| Investors Title Company (ITIC) | 0.5 | $1.1M | 4.2k | 267.83 |
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| Verizon Communications Inc Com (VZ) | 0.5 | $1.1M | 26k | 43.95 |
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| McDonald's Corporation (MCD) | 0.5 | $1.1M | 3.7k | 303.92 |
|
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| Bank of America Corporation (BAC) | 0.5 | $1.1M | 21k | 51.59 |
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| Waste Management (WM) | 0.5 | $1.1M | -4% | 4.8k | 220.83 |
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| Honeywell International (HON) | 0.5 | $1.1M | 5.0k | 210.50 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.4 | $1.1M | -9% | 11k | 93.35 |
|
| Smartfinancial Com New (SMBK) | 0.4 | $1.0M | 28k | 35.73 |
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| Northrim Ban (NRIM) | 0.4 | $1.0M | +291% | 46k | 21.66 |
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| Canadian Pacific Kansas City (CP) | 0.4 | $987k | 13k | 74.49 |
|
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $967k | +14% | 11k | 89.37 |
|
| Enbridge (ENB) | 0.4 | $927k | 18k | 50.46 |
|
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| Gilead Sciences (GILD) | 0.4 | $922k | -5% | 8.3k | 111.00 |
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| Wal-Mart Stores (WMT) | 0.4 | $915k | -3% | 8.9k | 103.06 |
|
| Wisdomtree Tr Floating Rat Trea (USFR) | 0.4 | $905k | +16% | 18k | 50.27 |
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| Capital Southwest Corporation (CSWC) | 0.4 | $897k | 41k | 21.86 |
|
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| Walt Disney Company (DIS) | 0.4 | $883k | +2% | 7.7k | 114.50 |
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| Barings Partn Invs Sh Ben Int (MPV) | 0.4 | $882k | 44k | 20.15 |
|
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| Bank of New York Mellon Corporation (BK) | 0.4 | $866k | 7.9k | 108.96 |
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| Select Sector Spdr Tr Energy (XLE) | 0.4 | $855k | 9.6k | 89.34 |
|
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| Boeing Company (BA) | 0.4 | $846k | -4% | 3.9k | 215.83 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $843k | 4.5k | 186.48 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $821k | +2% | 3.4k | 243.10 |
|
| Apartment Invt & Mgmt Cl A (AIV) | 0.4 | $820k | 103k | 7.93 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $807k | -3% | 3.3k | 243.55 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $797k | 1.6k | 499.21 |
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| InterGroup Corporation (INTG) | 0.3 | $796k | 40k | 20.16 |
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| Digital Realty Trust (DLR) | 0.3 | $784k | -2% | 4.5k | 172.87 |
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| Merck & Co (MRK) | 0.3 | $777k | +28% | 9.3k | 83.93 |
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| Duke Energy Corp New Com New (DUK) | 0.3 | $762k | 6.2k | 123.75 |
|
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $754k | 1.00 | 754200.00 |
|
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| Black Stone Minerals Com Unit (BSM) | 0.3 | $733k | 56k | 13.14 |
|
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| Csw Industrials (CSW) | 0.3 | $731k | 3.0k | 242.75 |
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| Nicholas Financial | 0.3 | $711k | 138k | 5.15 |
|
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| Old National Ban (ONB) | 0.3 | $703k | 32k | 21.95 |
|
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| Central Securities (CET) | 0.3 | $701k | -2% | 14k | 51.37 |
|
| Williams Companies (WMB) | 0.3 | $688k | -6% | 11k | 63.35 |
|
| Fb Finl (FBK) | 0.3 | $679k | NEW | 12k | 55.74 |
|
| Procter & Gamble Company (PG) | 0.3 | $671k | -7% | 4.4k | 153.64 |
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| Qualcomm (QCOM) | 0.3 | $669k | 4.0k | 166.36 |
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| Welltower Inc Com reit (WELL) | 0.3 | $656k | 3.7k | 178.14 |
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| Amcon Distrg Com New (DIT) | 0.3 | $638k | -4% | 5.6k | 113.76 |
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| Amazon (AMZN) | 0.3 | $620k | -4% | 2.8k | 219.57 |
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.3 | $611k | -13% | 6.4k | 96.15 |
|
| Fs Ban (FSBW) | 0.3 | $605k | 15k | 39.92 |
|
|
| Ni Hldgs (NODK) | 0.3 | $603k | +52% | 45k | 13.56 |
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| Ingles Mkts Cl A (IMKTA) | 0.3 | $590k | 8.5k | 69.56 |
|
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| Coca-Cola Company (KO) | 0.3 | $590k | 8.9k | 66.32 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $585k | +4% | 955.00 | 612.38 |
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| Philip Morris International (PM) | 0.2 | $583k | 3.6k | 162.20 |
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| Danaher Corporation (DHR) | 0.2 | $574k | 2.9k | 198.26 |
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| NVIDIA Corporation (NVDA) | 0.2 | $569k | -18% | 3.0k | 186.58 |
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| Oneok New Com (OKE) | 0.2 | $556k | +4% | 7.6k | 72.97 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $550k | 10k | 53.87 |
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| Clorox Company (CLX) | 0.2 | $546k | +4% | 4.4k | 123.30 |
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| Us Bancorp Del Com New (USB) | 0.2 | $544k | +3% | 11k | 48.33 |
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| Vanguard World Fds Energy Etf (VDE) | 0.2 | $543k | 4.3k | 125.86 |
|
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| Norfolk Southern (NSC) | 0.2 | $541k | 1.8k | 300.41 |
|
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| LGL (LGL) | 0.2 | $540k | 81k | 6.67 |
|
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $528k | 5.5k | 96.55 |
|
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| 3M Company (MMM) | 0.2 | $521k | -4% | 3.4k | 155.18 |
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| United Parcel Service CL B (UPS) | 0.2 | $521k | +5% | 6.2k | 83.54 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $502k | 3.0k | 167.33 |
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| Amgen (AMGN) | 0.2 | $497k | +2% | 1.8k | 282.15 |
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| Bank of Marin Ban (BMRC) | 0.2 | $495k | 20k | 24.28 |
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| Wiley John & Sons CL B (WLYB) | 0.2 | $489k | 12k | 40.28 |
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| Starbucks Corporation (SBUX) | 0.2 | $488k | -4% | 5.8k | 84.60 |
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| Broadcom (AVGO) | 0.2 | $480k | -8% | 1.5k | 329.90 |
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| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.2 | $478k | +3% | 13k | 36.81 |
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| Abbott Laboratories (ABT) | 0.2 | $472k | 3.5k | 133.94 |
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| Kenvue (KVUE) | 0.2 | $470k | 29k | 16.23 |
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| State Street Corporation (STT) | 0.2 | $470k | -5% | 4.1k | 116.01 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.2 | $461k | 5.1k | 91.22 |
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| Nextera Energy (NEE) | 0.2 | $458k | +2% | 6.1k | 75.49 |
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| Ge Aerospace Com New (GE) | 0.2 | $448k | 1.5k | 300.89 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $446k | +31% | 8.8k | 50.73 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $445k | +10% | 5.4k | 82.97 |
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| Lowe's Companies (LOW) | 0.2 | $427k | 1.7k | 251.31 |
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| Intel Corporation (INTC) | 0.2 | $426k | +6% | 13k | 33.55 |
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| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.2 | $418k | 8.3k | 50.40 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $413k | +13% | 3.5k | 119.51 |
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| Wells Fargo New Com (WFC) | 0.2 | $412k | +12% | 4.9k | 83.82 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $406k | 1.4k | 281.86 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $400k | 1.4k | 293.64 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $396k | 3.2k | 124.35 |
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| Crown Castle Intl (CCI) | 0.2 | $391k | 4.1k | 96.48 |
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| Medtronic SHS (MDT) | 0.2 | $385k | 4.0k | 95.24 |
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| Kratos Defense & Sec Solutions Com New (KTOS) | 0.2 | $384k | -30% | 4.2k | 91.37 |
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| Ameriprise Financial (AMP) | 0.2 | $379k | 772.00 | 491.25 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $375k | 660.00 | 568.81 |
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| Altria (MO) | 0.2 | $374k | 5.7k | 66.06 |
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| Consolidated Edison (ED) | 0.2 | $370k | 3.7k | 100.52 |
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| Calumet (CLMT) | 0.2 | $356k | 20k | 18.25 |
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| Realty Income (O) | 0.2 | $352k | 5.8k | 60.79 |
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| Travelers Companies Inc Com (TRV) | 0.1 | $351k | 1.3k | 279.12 |
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| Sturm, Ruger & Company (RGR) | 0.1 | $350k | 8.1k | 43.47 |
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| Dominion Resources (D) | 0.1 | $348k | -2% | 5.7k | 61.17 |
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| Oracle Corporation (ORCL) | 0.1 | $347k | 1.2k | 281.24 |
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| UnitedHealth (UNH) | 0.1 | $338k | +7% | 980.00 | 345.30 |
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| Victory Cap Hldgs Com Cl A (VCTR) | 0.1 | $335k | 5.2k | 64.76 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $332k | 1.4k | 239.64 |
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| Dollar Gen Corp New Com (DG) | 0.1 | $329k | -11% | 3.2k | 103.35 |
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| Key (KEY) | 0.1 | $323k | -5% | 17k | 18.69 |
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| Kinder Morgan (KMI) | 0.1 | $319k | -2% | 11k | 28.31 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $308k | 5.1k | 59.92 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $307k | 461.00 | 666.18 |
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| Stagwell Com Cl A (STGW) | 0.1 | $302k | 54k | 5.63 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $298k | -3% | 11k | 27.30 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $296k | +4% | 3.5k | 85.34 |
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| Valaris Cl A (VAL) | 0.1 | $293k | 6.0k | 48.77 |
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| Renasant (RNST) | 0.1 | $288k | 7.8k | 36.89 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $284k | 3.7k | 76.62 |
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| General Mills (GIS) | 0.1 | $281k | 5.6k | 50.42 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $275k | -2% | 2.1k | 133.90 |
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| Bristol Myers Squibb (BMY) | 0.1 | $272k | +11% | 6.0k | 45.10 |
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| Barings Global Short Duration Com cef (BGH) | 0.1 | $268k | +5% | 17k | 15.46 |
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| PNC Financial Services (PNC) | 0.1 | $266k | -7% | 1.3k | 200.93 |
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| Nasdaq Omx (NDAQ) | 0.1 | $265k | 3.0k | 88.45 |
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| American Electric Power Company (AEP) | 0.1 | $265k | 2.4k | 112.50 |
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| Keysight Technologies (KEYS) | 0.1 | $263k | 1.5k | 174.92 |
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| St. Joe Company (JOE) | 0.1 | $262k | +45% | 5.3k | 49.48 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $259k | 3.6k | 72.77 |
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| Invesco Qqq Trust Unit Ser 1 (QQQ) | 0.1 | $259k | 431.00 | 600.37 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $257k | -5% | 834.00 | 307.86 |
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| Proshares Tr Large Cap Cre (CSM) | 0.1 | $255k | 3.3k | 76.57 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $251k | +18% | 2.6k | 96.46 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $250k | 4.3k | 58.72 |
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| Ford Motor Company (F) | 0.1 | $250k | 21k | 11.96 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $247k | +7% | 1.8k | 140.95 |
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| Dow (DOW) | 0.1 | $247k | +9% | 11k | 22.93 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $244k | 2.4k | 100.75 |
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| Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) | 0.1 | $238k | 1.9k | 125.42 |
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| Nucor Corporation (NUE) | 0.1 | $236k | 1.7k | 135.43 |
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| Enterprise Products Partners (EPD) | 0.1 | $235k | 7.5k | 31.27 |
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| Old Republic International Corporation (ORI) | 0.1 | $234k | 5.5k | 42.47 |
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| Pathfinder Ban (PBHC) | 0.1 | $231k | 15k | 15.64 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $229k | -2% | 902.00 | 254.23 |
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| Kinsale Cap Group (KNSL) | 0.1 | $229k | +104% | 538.00 | 425.26 |
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| Ge Vernova (GEV) | 0.1 | $228k | 371.00 | 614.90 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $227k | 2.0k | 111.47 |
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| Blue Ridge Bank (BRBS) | 0.1 | $227k | 54k | 4.23 |
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| Nuveen Multi-Strategy Income & Growth (JPC) | 0.1 | $223k | 27k | 8.20 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $220k | 1.9k | 118.37 |
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| Bce Com New (BCE) | 0.1 | $220k | 9.4k | 23.39 |
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $218k | 7.6k | 28.91 |
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| SLB Com Stk (SLB) | 0.1 | $214k | 6.2k | 34.37 |
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| Loews Corporation (L) | 0.1 | $211k | +58% | 2.1k | 100.39 |
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| General Dynamics Corporation (GD) | 0.1 | $211k | 618.00 | 341.00 |
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| Marvell Technology (MRVL) | 0.1 | $209k | 2.5k | 84.07 |
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| Workday Cl A (WDAY) | 0.1 | $207k | -4% | 858.00 | 240.73 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $207k | 3.8k | 54.18 |
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| Essex Property Trust (ESS) | 0.1 | $205k | 766.00 | 267.66 |
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| Prudential Financial (PRU) | 0.1 | $205k | -2% | 2.0k | 103.74 |
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| Blackrock (BLK) | 0.1 | $204k | -12% | 175.00 | 1165.87 |
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| AFLAC Incorporated (AFL) | 0.1 | $202k | 1.8k | 111.70 |
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| Amalgamated Financial Corp (AMAL) | 0.1 | $199k | 7.3k | 27.15 |
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| Eastern Bankshares (EBC) | 0.1 | $198k | 11k | 18.15 |
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| LSB Industries (LXU) | 0.1 | $197k | 25k | 7.88 |
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| Columbia Banking System (COLB) | 0.1 | $196k | -5% | 7.6k | 25.74 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $195k | 1.1k | 183.69 |
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| Transcontinental Rlty Invs Com New (TCI) | 0.1 | $194k | 4.2k | 46.13 |
|
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| Cummins (CMI) | 0.1 | $192k | 454.00 | 422.37 |
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| Old Second Ban (OSBC) | 0.1 | $190k | NEW | 11k | 17.29 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $189k | 2.5k | 75.39 |
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| Palo Alto Networks (PANW) | 0.1 | $189k | -5% | 926.00 | 203.62 |
|
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.1 | $187k | 5.1k | 36.69 |
|
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| Fortive (FTV) | 0.1 | $185k | 3.8k | 48.99 |
|
|
| International Paper Company (IP) | 0.1 | $185k | 4.0k | 46.40 |
|
|
| Mainstreet Bancshares (MNSB) | 0.1 | $184k | 8.8k | 20.83 |
|
|
| Phillips 66 (PSX) | 0.1 | $183k | 1.3k | 136.06 |
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| Donegal Group CL B (DGICB) | 0.1 | $183k | 11k | 16.31 |
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|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $176k | +29% | 2.3k | 76.41 |
|
| Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $175k | 2.6k | 66.64 |
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| Carrier Global Corporation (CARR) | 0.1 | $174k | 2.9k | 59.70 |
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| Frp Holdings (FRPH) | 0.1 | $174k | 7.1k | 24.36 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $172k | -10% | 10k | 17.16 |
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $171k | +5% | 11k | 15.70 |
|
| Boulder Growth & Income Fund (STEW) | 0.1 | $171k | -12% | 9.4k | 18.16 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $165k | -20% | 1.1k | 144.37 |
|
| Northeast Cmnty Bancorp (NECB) | 0.1 | $165k | -15% | 8.0k | 20.57 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $164k | 2.3k | 72.44 |
|
|
| Plains All Amern Pipeline Unit Ltd Partn (PAA) | 0.1 | $161k | 9.4k | 17.06 |
|
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| Proshares Tr Msci Eur Div (EUDV) | 0.1 | $160k | +28% | 3.0k | 52.58 |
|
| PG&E Corporation (PCG) | 0.1 | $160k | -6% | 11k | 15.08 |
|
| Pacer Fds Tr Developed Mrkt (ICOW) | 0.1 | $158k | +6% | 4.3k | 36.42 |
|
| Nike CL B (NKE) | 0.1 | $156k | -6% | 2.2k | 69.73 |
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| Applied Materials (AMAT) | 0.1 | $154k | 750.00 | 204.74 |
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| GSK Sponsored Adr (GSK) | 0.1 | $153k | -6% | 3.5k | 43.16 |
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| Invesco Exchange Traded Fd T Dynmc Food Bev (PBJ) | 0.1 | $153k | 3.3k | 45.87 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $153k | 630.00 | 242.06 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $152k | +15% | 1.5k | 103.07 |
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| Morgan Stanley Com New (MS) | 0.1 | $152k | 955.00 | 158.96 |
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| Corning Incorporated (GLW) | 0.1 | $150k | 1.8k | 82.03 |
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| ConocoPhillips (COP) | 0.1 | $146k | 1.5k | 94.60 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $143k | 1.4k | 100.27 |
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| Columbia Sportswear Company (COLM) | 0.1 | $141k | 2.7k | 52.30 |
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| Avidbank Holdings (AVBH) | 0.1 | $140k | NEW | 5.5k | 25.50 |
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Past Filings by Caldwell Sutter Capital
SEC 13F filings are viewable for Caldwell Sutter Capital going back to 2022
- 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