Caldwell Sutter Capital
Latest statistics and disclosures from Caldwell Sutter Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, CAT, PPIH, PLBC, KNTK, and represent 15.16% of Caldwell Sutter Capital's stock portfolio.
- Added to shares of these 10 stocks: Exxon Mobil Corp, VUG, CALM, SGOV, HON, HONA, BRK.B, VO, DGICA, CET.
- Started 69 new stock positions in SPCX, AMPX, MAIN, CCL, SBR, EVTV, IDYA, EME, NU, BNZI.
- Reduced shares in these 10 stocks: , BARK, MOD, Honeywell International, JPM, AXP, BANX, LOW, EMBJ, ELSE.
- Sold out of its positions in Air Lease Corp, APT, FOLD, APAM, ADP, BITW, CMCT, Carnival Corporation, DGICB, Dupont De Nemours.
- Caldwell Sutter Capital was a net seller of stock by $-2.5M.
- Caldwell Sutter Capital has $265M in assets under management (AUM), dropping by 7.87%.
- Central Index Key (CIK): 0000702007
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Portfolio Holdings for Caldwell Sutter Capital
Caldwell Sutter Capital holds 930 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Caldwell Sutter Capital has 930 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Caldwell Sutter Capital June 30, 2026 positions
- Download the Caldwell Sutter Capital June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.1 | $14M | 47k | 289.36 |
|
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| Caterpillar (CAT) | 3.2 | $8.5M | -2% | 8.0k | 1064.88 |
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| Perma-pipe International (PPIH) | 2.4 | $6.3M | 232k | 27.23 |
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| Plumas Ban (PLBC) | 2.3 | $6.2M | 106k | 58.44 |
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| Kinetik Holdings New Cl A (KNTK) | 2.1 | $5.7M | 118k | 48.34 |
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| Msa Safety Inc equity (MSA) | 1.9 | $5.0M | 29k | 174.58 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.9 | $5.0M | +13% | 50k | 100.67 |
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| Summit State Bank (SSBI) | 1.8 | $4.7M | 349k | 13.56 |
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| Visa Com Cl A (V) | 1.7 | $4.4M | 13k | 343.08 |
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| Donegal Group Cl A (DGICA) | 1.6 | $4.3M | +6% | 226k | 18.86 |
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| Berkshire Hathawa Inc Del Cl B New (BRK.B) | 1.5 | $4.1M | +13% | 8.1k | 500.39 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $3.6M | 4.8k | 748.89 |
|
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| Seneca Foods Corp New Cl A (SENEA) | 1.3 | $3.4M | -2% | 20k | 173.94 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $3.4M | 14k | 236.62 |
|
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| Cisco Systems (CSCO) | 1.2 | $3.1M | -3% | 26k | 117.46 |
|
| Parke Ban (PKBK) | 1.1 | $3.0M | 91k | 33.16 |
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| Chevron Corporation (CVX) | 1.1 | $2.8M | 17k | 165.76 |
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| Microsoft Corporation (MSFT) | 1.0 | $2.8M | 7.4k | 373.02 |
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| Costco Wholesale Corporation (COST) | 1.0 | $2.8M | -2% | 2.9k | 935.54 |
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| Bay (BCML) | 1.0 | $2.6M | 80k | 32.90 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.9 | $2.5M | -3% | 15k | 163.58 |
|
| FirstSun Capital Bancorp (FSUN) | 0.9 | $2.4M | +4% | 61k | 38.78 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $2.3M | -20% | 7.2k | 327.32 |
|
| International Business Machines (IBM) | 0.9 | $2.3M | 8.3k | 281.19 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $2.2M | -2% | 6.0k | 370.04 |
|
| Community West Bancshares New Com (CWBC) | 0.8 | $2.1M | +6% | 79k | 26.86 |
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| First Internet Bancorp (INBK) | 0.8 | $2.1M | -2% | 75k | 27.80 |
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| Modine Manufacturing (MOD) | 0.8 | $2.0M | -41% | 7.5k | 267.02 |
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| Kayne Anderson MLP Investment (KYN) | 0.7 | $2.0M | 141k | 13.83 |
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| American Express Company (AXP) | 0.7 | $1.9M | -21% | 5.7k | 338.22 |
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| Exxonmobil Holdings Corp SHS | 0.7 | $1.9M | NEW | 14k | 136.72 |
|
| Meta Platforms Cl A (META) | 0.7 | $1.8M | +2% | 3.2k | 563.29 |
|
| Union Pacific Corporation (UNP) | 0.7 | $1.8M | 6.6k | 272.00 |
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| Banner Corp Com New (BANR) | 0.7 | $1.7M | -7% | 26k | 66.44 |
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| New England Rlty Assoc Ltd P Depository Rcpt (NEN) | 0.6 | $1.7M | 29k | 58.69 |
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| Johnson & Johnson (JNJ) | 0.6 | $1.7M | +2% | 6.6k | 253.96 |
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| Mechanics Bancorp Cl A (MCHB) | 0.6 | $1.6M | 103k | 15.90 |
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| Electro-Sensors (ELSE) | 0.6 | $1.6M | -15% | 213k | 7.66 |
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| InterGroup Corporation (INTG) | 0.6 | $1.6M | 33k | 48.02 |
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| Pepsi (PEP) | 0.6 | $1.6M | 12k | 135.40 |
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| American Realty Investors (ARL) | 0.6 | $1.5M | -2% | 69k | 22.27 |
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| Wiley John & Sons Cl A (WLY) | 0.6 | $1.5M | 32k | 48.51 |
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| Central Securities (CET) | 0.6 | $1.5M | +15% | 28k | 52.45 |
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| Barings Corporate Investors (MCI) | 0.6 | $1.5M | 84k | 17.56 |
|
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| Intel Corporation (INTC) | 0.5 | $1.5M | -13% | 10k | 139.63 |
|
| A Mark Precious Metals (GOLD) | 0.5 | $1.4M | -2% | 35k | 41.61 |
|
| Pfizer (PFE) | 0.5 | $1.4M | -14% | 57k | 24.08 |
|
| Wisdomtree Tr Floating Rat Trea (USFR) | 0.5 | $1.3M | +11% | 27k | 50.35 |
|
| Smartfinancial Com New (SMBK) | 0.5 | $1.3M | 28k | 46.92 |
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| Abbvie (ABBV) | 0.5 | $1.3M | 5.2k | 251.65 |
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| Northrim Ban (NRIM) | 0.5 | $1.3M | 46k | 27.74 |
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| AMREP Corporation (AXR) | 0.5 | $1.2M | 50k | 25.22 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $1.2M | +472% | 14k | 86.14 |
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| UMH Properties (UMH) | 0.5 | $1.2M | 82k | 15.14 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.2M | 3.4k | 357.37 |
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| Natural Alternatives Intl Com New (NAII) | 0.4 | $1.2M | 498k | 2.39 |
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| Merck & Co (MRK) | 0.4 | $1.2M | -2% | 9.2k | 128.50 |
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| Bank of America Corporation (BAC) | 0.4 | $1.2M | 21k | 56.98 |
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| Investors Title Company (ITIC) | 0.4 | $1.2M | +4% | 4.3k | 273.68 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.2M | 3.3k | 353.33 |
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| Hershey Company (HSY) | 0.4 | $1.1M | +3% | 6.3k | 175.45 |
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| Verizon Communications (VZ) | 0.4 | $1.1M | 26k | 42.34 |
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| Home Depot (HD) | 0.4 | $1.1M | 3.1k | 352.68 |
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| Bank of New York Mellon Corporation (BNY) | 0.4 | $1.0M | -9% | 7.2k | 144.61 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.4 | $1.0M | +2% | 11k | 92.21 |
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| McDonald's Corporation (MCD) | 0.4 | $1.0M | +4% | 3.7k | 270.31 |
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| Enbridge (ENB) | 0.4 | $988k | 18k | 54.21 |
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| Canadian Pacific Kansas City (CP) | 0.4 | $987k | -14% | 11k | 86.65 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $983k | 4.5k | 217.93 |
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| Select Sector Spdr Tr Energy (XLE) | 0.4 | $939k | 18k | 53.11 |
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| Gilead Sciences (GILD) | 0.4 | $930k | -3% | 7.4k | 126.35 |
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| Wal-Mart Stores (WMT) | 0.3 | $912k | 8.1k | 113.26 |
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| Cal Maine Foods Com New (CALM) | 0.3 | $896k | NEW | 11k | 80.56 |
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| Waste Management (WM) | 0.3 | $887k | 4.0k | 222.88 |
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| Capital Southwest Corporation (CSWC) | 0.3 | $870k | 37k | 23.77 |
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| Intuit (INTU) | 0.3 | $840k | 3.2k | 261.00 |
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| Welltower Inc Com reit (WELL) | 0.3 | $838k | -8% | 3.7k | 226.97 |
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| Old National Ban (ONB) | 0.3 | $829k | 32k | 25.90 |
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| United Parcel Svcs CL B (UPS) | 0.3 | $822k | +7% | 7.6k | 107.50 |
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| Qualcomm (QCOM) | 0.3 | $801k | 4.3k | 184.80 |
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| Coca-Cola Company (KO) | 0.3 | $799k | +13% | 9.8k | 81.27 |
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| At&t (T) | 0.3 | $784k | 38k | 20.70 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $784k | -2% | 1.5k | 509.46 |
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| Boeing Company (BA) | 0.3 | $780k | -5% | 3.6k | 216.47 |
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| Black Stone Minerals Com Unit (BSM) | 0.3 | $775k | 56k | 13.97 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $768k | 6.1k | 126.58 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $753k | -5% | 1.7k | 433.33 |
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| Digital Realty Trust (DLR) | 0.3 | $750k | -2% | 4.2k | 179.58 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $749k | 1.00 | 748850.00 |
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| Marvell Technology (MRVL) | 0.3 | $741k | 2.5k | 297.89 |
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| Barings Partn Invs Sh Ben Int (MPV) | 0.3 | $737k | 44k | 16.84 |
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| Oneok New Com (OKE) | 0.3 | $736k | 8.5k | 86.94 |
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| Williams Companies (WMB) | 0.3 | $736k | -3% | 9.9k | 74.34 |
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| Calumet (CLMT) | 0.3 | $720k | +2% | 20k | 36.02 |
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| Ingles Mkts Cl A (IMKTA) | 0.3 | $719k | 8.1k | 88.58 |
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| Ni Hldgs (NODK) | 0.3 | $699k | 45k | 15.71 |
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| Procter & Gamble Company (PG) | 0.3 | $670k | -3% | 4.6k | 146.63 |
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| Fs Ban (FSBW) | 0.2 | $657k | 15k | 43.40 |
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| Us Bancorp Com New (USB) | 0.2 | $657k | -3% | 11k | 60.40 |
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| Philip Morris International (PM) | 0.2 | $650k | 3.6k | 180.91 |
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| Walt Disney Company (DIS) | 0.2 | $649k | -10% | 6.7k | 96.25 |
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| Fb Finl (FBK) | 0.2 | $646k | 12k | 55.35 |
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| Amazon (AMZN) | 0.2 | $646k | -11% | 2.7k | 238.34 |
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| State Street Corporation (STT) | 0.2 | $636k | 3.8k | 169.60 |
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| Starbucks Corporation (SBUX) | 0.2 | $635k | 6.2k | 102.19 |
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| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.2 | $625k | +2% | 6.5k | 95.60 |
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| Vanguard World Fds Energy Etf (VDE) | 0.2 | $615k | 4.1k | 150.13 |
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| Amgen (AMGN) | 0.2 | $592k | -2% | 1.6k | 362.09 |
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| Blue Ridge Bank (BRBS) | 0.2 | $580k | +7% | 164k | 3.53 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.2 | $573k | 4.8k | 119.33 |
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| Norfolk Southern (NSC) | 0.2 | $568k | 1.8k | 314.59 |
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| Wiley John & Sons CL B (WLYB) | 0.2 | $568k | 12k | 46.79 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $567k | -19% | 6.6k | 86.42 |
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| Bank of Marin Ban (BMRC) | 0.2 | $565k | 20k | 27.70 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $560k | -7% | 5.1k | 110.32 |
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| Danaher Corporation (DHR) | 0.2 | $552k | 2.9k | 190.48 |
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| Csw Industrials (CSW) | 0.2 | $551k | -4% | 2.0k | 278.30 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $546k | 2.9k | 189.73 |
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| LGL (LGL) | 0.2 | $546k | -2% | 79k | 6.91 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $545k | 10k | 53.61 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.2 | $540k | +27% | 4.8k | 113.68 |
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| Clorox Company (CLX) | 0.2 | $534k | +10% | 5.6k | 95.44 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $530k | 771.00 | 686.81 |
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| Keysight Technologies (KEYS) | 0.2 | $526k | 1.5k | 350.07 |
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| Amcon Distrg Com New (DIT) | 0.2 | $524k | 7.5k | 69.75 |
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| Crown Castle Intl (CCI) | 0.2 | $518k | +8% | 6.8k | 75.73 |
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| Honeywell International (HON) | 0.2 | $514k | NEW | 2.3k | 223.90 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $511k | 2.7k | 190.52 |
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| Altria (MO) | 0.2 | $510k | 7.1k | 71.95 |
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| UnitedHealth (UNH) | 0.2 | $508k | +6% | 1.2k | 415.63 |
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| Nextera Energy (NEE) | 0.2 | $507k | 5.8k | 87.77 |
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| 3M Company (MMM) | 0.2 | $507k | -2% | 3.1k | 161.89 |
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| Honeywell Aerospace (HONA) | 0.2 | $506k | NEW | 2.3k | 221.08 |
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| NVIDIA Corporation (NVDA) | 0.2 | $505k | -7% | 2.5k | 200.13 |
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| Kenvue (KVUE) | 0.2 | $496k | -8% | 26k | 19.11 |
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| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.2 | $484k | 8.5k | 57.00 |
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| Ge Aerospace Com New (GE) | 0.2 | $481k | -9% | 1.3k | 373.64 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $459k | +12% | 15k | 31.71 |
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| St. Joe Company (JOE) | 0.2 | $456k | +10% | 7.3k | 62.63 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $453k | +11% | 4.1k | 109.76 |
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| Corning Incorporated (GLW) | 0.2 | $450k | -12% | 1.8k | 255.43 |
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| Micron Technology (MU) | 0.2 | $441k | 382.00 | 1154.29 |
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| Consolidated Edison (ED) | 0.2 | $425k | 3.8k | 110.63 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $425k | -5% | 5.2k | 82.11 |
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| Applied Materials (AMAT) | 0.2 | $422k | -20% | 584.00 | 723.00 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $414k | 8.2k | 50.57 |
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| Victory Cap Hldgs Inc Del Com Cl A (VCTR) | 0.2 | $410k | -5% | 4.9k | 84.06 |
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| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.2 | $409k | 11k | 38.23 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $407k | +289% | 5.1k | 80.57 |
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| Bristol Myers Squibb (BMY) | 0.2 | $405k | 7.0k | 57.62 |
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| Stagwell Com Cl A (STGW) | 0.1 | $388k | 52k | 7.43 |
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| Travelers Companies (TRV) | 0.1 | $385k | 1.2k | 329.99 |
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| Palo Alto Networks (PANW) | 0.1 | $384k | +15% | 1.1k | 341.02 |
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| Campbell Soup Company (CPB) | 0.1 | $377k | +23% | 17k | 22.27 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $370k | -3% | 5.2k | 71.25 |
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| Wells Fargo & Company (WFC) | 0.1 | $366k | -2% | 4.4k | 82.63 |
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| Dollar General (DG) | 0.1 | $365k | +16% | 3.2k | 115.11 |
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| Broadcom (AVGO) | 0.1 | $365k | -8% | 965.00 | 377.87 |
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| Dominion Resources (D) | 0.1 | $364k | -2% | 5.3k | 68.29 |
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| Ge Vernova (GEV) | 0.1 | $354k | -14% | 301.00 | 1174.86 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $349k | +4% | 2.2k | 158.03 |
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| Key (KEY) | 0.1 | $347k | -5% | 15k | 23.05 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $346k | +2% | 3.8k | 91.57 |
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| Medtronic SHS (MDT) | 0.1 | $343k | +5% | 4.4k | 78.23 |
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| Amalgamated Financial Corp (AMAL) | 0.1 | $337k | 7.3k | 45.90 |
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| Kinder Morgan (KMI) | 0.1 | $337k | -3% | 11k | 31.97 |
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| Nucor Corporation (NUE) | 0.1 | $333k | 1.5k | 222.75 |
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| Renasant (RNST) | 0.1 | $324k | -2% | 7.6k | 42.54 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $324k | 630.00 | 513.60 |
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| Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) | 0.1 | $320k | 1.9k | 168.46 |
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| Abbott Laboratories (ABT) | 0.1 | $320k | 3.5k | 90.74 |
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| American Electric Power Company (AEP) | 0.1 | $310k | 2.3k | 136.81 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $310k | 1.0k | 298.13 |
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| Sturm, Ruger & Company (RGR) | 0.1 | $305k | 8.1k | 37.85 |
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| General Mills (GIS) | 0.1 | $304k | +17% | 8.7k | 34.80 |
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| Embraer Sponsored Ads (EMBJ) | 0.1 | $297k | -50% | 4.7k | 63.80 |
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| Apartment Invt & Mgmt Cl A (AIV) | 0.1 | $292k | -6% | 99k | 2.97 |
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| Prudential Financial (PRU) | 0.1 | $291k | +11% | 2.7k | 107.93 |
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| SLB Com Stk (SLB) | 0.1 | $291k | 6.3k | 46.49 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $287k | 834.00 | 343.91 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $286k | 4.3k | 67.01 |
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| Proshares Tr Large Cap Cre (CSM) | 0.1 | $284k | 3.3k | 85.22 |
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| Enterprise Products Partners (EPD) | 0.1 | $283k | 7.7k | 36.76 |
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| Dow (DOW) | 0.1 | $280k | -4% | 10k | 27.36 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $279k | -3% | 4.0k | 70.53 |
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| Pacer Fds Tr Developed Mrkt (ICOW) | 0.1 | $277k | +8% | 6.6k | 41.63 |
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| LSB Industries (LXU) | 0.1 | $270k | 25k | 10.81 |
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| PNC Financial Services (PNC) | 0.1 | $267k | -9% | 1.1k | 246.22 |
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| Realty Income (O) | 0.1 | $260k | 4.2k | 61.96 |
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| Invesco Qqq Trust Unit Ser 1 (QQQ) | 0.1 | $260k | -18% | 353.00 | 736.40 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $258k | -4% | 3.4k | 75.51 |
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| Old Second Ban (OSBC) | 0.1 | $257k | 11k | 23.32 |
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| Ford Motor Company (F) | 0.1 | $256k | 18k | 13.90 |
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| Essex Property Trust (ESS) | 0.1 | $253k | 868.00 | 291.59 |
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| Cummins (CMI) | 0.1 | $248k | -10% | 347.00 | 713.21 |
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| Columbia Banking System (COLB) | 0.1 | $246k | 7.7k | 32.05 |
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| Loews Corporation (L) | 0.1 | $238k | 2.1k | 113.21 |
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| Nasdaq Omx (NDAQ) | 0.1 | $237k | 3.0k | 78.82 |
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| Bce Com New (BCE) | 0.1 | $236k | +7% | 11k | 21.51 |
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| Oracle Corporation (ORCL) | 0.1 | $235k | +5% | 1.6k | 146.55 |
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| Pathfinder Ban (PBHC) | 0.1 | $235k | 15k | 15.88 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $233k | -28% | 2.0k | 117.28 |
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| Proshares Tr Msci Eur Div (EUDV) | 0.1 | $231k | +9% | 4.4k | 52.76 |
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| Barings Global Short Duration Com cef (BGH) | 0.1 | $231k | 16k | 14.10 |
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| Fortive (FTV) | 0.1 | $231k | 3.8k | 61.09 |
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| Kinsale Cap Group (KNSL) | 0.1 | $230k | 698.00 | 329.81 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $227k | -16% | 1.9k | 117.46 |
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| Old Republic International Corporation (ORI) | 0.1 | $225k | 5.5k | 40.92 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $223k | -3% | 3.7k | 59.69 |
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| Mainstreet Bancshares (MNSB) | 0.1 | $218k | 8.8k | 24.69 |
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| Plains All Amern Pipeline Unit Ltd Partn (PAA) | 0.1 | $217k | 9.8k | 22.26 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $217k | 1.1k | 190.19 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $214k | 2.9k | 73.35 |
|
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.1 | $214k | 27k | 7.88 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $212k | +2% | 11k | 19.12 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $210k | -5% | 1.9k | 109.07 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $210k | 2.0k | 103.45 |
|
|
| Phillips 66 (PSX) | 0.1 | $209k | 1.2k | 169.11 |
|
|
| Metrocity Bankshares (MCBS) | 0.1 | $206k | 5.7k | 35.89 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $204k | -17% | 674.00 | 303.20 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $203k | +17% | 272.00 | 746.77 |
|
| Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $202k | 2.6k | 77.03 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $199k | -4% | 562.00 | 354.24 |
|
| Ameriprise Financial (AMP) | 0.1 | $196k | -44% | 428.00 | 458.76 |
|
| Kratos Defense & Sec Solutions Com New (KTOS) | 0.1 | $195k | 3.9k | 49.86 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $194k | +42% | 1.7k | 116.67 |
|
| Northeast Cmnty Bancorp (NECB) | 0.1 | $194k | 7.0k | 27.74 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $194k | 926.00 | 209.04 |
|
|
| Transcontinental Rlty Invs Com New (TCI) | 0.1 | $193k | 4.2k | 45.99 |
|
|
| AFLAC Incorporated (AFL) | 0.1 | $189k | 1.6k | 117.25 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $186k | 620.00 | 300.63 |
|
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.1 | $185k | +42% | 3.7k | 50.61 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $183k | 3.5k | 52.42 |
|
|
| Fermi (FRMI) | 0.1 | $183k | NEW | 20k | 9.16 |
|
| Eastern Bankshares (EBC) | 0.1 | $183k | 8.2k | 22.24 |
|
|
| Avidbank Holdings (AVBH) | 0.1 | $182k | 5.5k | 33.03 |
|
|
| PG&E Corporation (PCG) | 0.1 | $177k | 11k | 16.82 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $173k | +3% | 2.3k | 75.45 |
|
| Deere & Company (DE) | 0.1 | $173k | 272.00 | 634.33 |
|
|
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.1 | $172k | -9% | 4.3k | 40.23 |
|
| J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) | 0.1 | $172k | +1206% | 1.9k | 91.95 |
|
| Columbia Sportswear Company (COLM) | 0.1 | $167k | 2.7k | 61.82 |
|
|
| First Ctzns Bancshares Inc Del Cl A (FCNCA) | 0.1 | $167k | +23% | 80.00 | 2080.79 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $165k | +97% | 2.9k | 56.16 |
|
| ConocoPhillips (COP) | 0.1 | $160k | 1.5k | 103.96 |
|
|
| Rayonier Advanced Matls (RYAM) | 0.1 | $157k | 20k | 7.86 |
|
|
| Invesco Exchange Traded Fd T Dynmc Food Bev (PBJ) | 0.1 | $157k | 3.3k | 47.14 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $156k | -18% | 1.6k | 94.57 |
|
| Blackrock (BLK) | 0.1 | $152k | -3% | 158.00 | 961.56 |
|
| Boulder Growth & Income Fund (STEW) | 0.1 | $152k | -9% | 8.5k | 17.90 |
|
Past Filings by Caldwell Sutter Capital
SEC 13F filings are viewable for Caldwell Sutter Capital going back to 2022
- Caldwell Sutter Capital 2026 Q2 filed Aug. 5, 2026
- Caldwell Sutter Capital 2026 Q1 filed May 6, 2026
- 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