Caldwell Sutter Capital
Latest statistics and disclosures from Caldwell Sutter Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, PPIH, CAT, KNTK, PLBC, and represent 14.45% of Caldwell Sutter Capital's stock portfolio.
- Added to shares of these 10 stocks: KNTK, SGOV, EMBJ, BANX, CET, BRBS, BRK.B, DIT, CCI, MCBS.
- Started 40 new stock positions in VZLA, SKYW, BARK, CEFS, U, EMBJ, FSSL, JIVE, PWZ, RGTI.
- Reduced shares in these 10 stocks: MOD, , AAPL, MSA, VAL, CAT, GOLD, WM, TLT, IEI.
- Sold out of its positions in AstraZeneca, RA, Creative Media & Cmnty Tr, RNP, RDVY, IMUX, Nicholas Financial, EMDV, PPT, RXST. SPMD, SOHO, XYZ, VCR, VDC, VFH, VHT, VIS, VAW, VPU, VOX, WKHS, VAL.
- Caldwell Sutter Capital was a net buyer of stock by $3.8M.
- Caldwell Sutter Capital has $246M in assets under management (AUM), dropping by 4.25%.
- Central Index Key (CIK): 0000702007
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Portfolio Holdings for Caldwell Sutter Capital
Caldwell Sutter Capital holds 894 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Caldwell Sutter Capital has 894 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Caldwell Sutter Capital March 31, 2026 positions
- Download the Caldwell Sutter Capital March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.8 | $12M | -3% | 47k | 253.79 |
|
| Perma-pipe International (PPIH) | 2.8 | $7.0M | 234k | 29.81 |
|
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| Caterpillar (CAT) | 2.4 | $5.8M | -4% | 8.2k | 708.44 |
|
| Kinetik Holdings New Cl A (KNTK) | 2.3 | $5.7M | +61% | 119k | 48.41 |
|
| Plumas Ban (PLBC) | 2.1 | $5.2M | 106k | 48.82 |
|
|
| Msa Safety Inc equity (MSA) | 2.0 | $4.8M | -8% | 29k | 163.95 |
|
| Summit State Bank (SSBI) | 1.9 | $4.6M | 347k | 13.37 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.8 | $4.4M | +54% | 44k | 100.66 |
|
| Visa Com Cl A (V) | 1.6 | $3.9M | 13k | 302.23 |
|
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| Donegal Group Cl A (DGICA) | 1.5 | $3.6M | 212k | 17.18 |
|
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| Chevron Corporation (CVX) | 1.4 | $3.5M | 17k | 206.91 |
|
|
| Berkshire Hathawa Inc Del Cl B New (BRK.B) | 1.4 | $3.4M | +9% | 7.1k | 479.20 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $3.1M | 4.8k | 653.21 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.2 | $3.1M | 14k | 215.07 |
|
|
| Seneca Foods Corp New Cl A (SENEA) | 1.2 | $3.0M | 20k | 151.12 |
|
|
| Costco Wholesale Corporation (COST) | 1.2 | $3.0M | 3.0k | 996.48 |
|
|
| Modine Manufacturing (MOD) | 1.1 | $2.8M | -22% | 13k | 216.71 |
|
| Microsoft Corporation (MSFT) | 1.1 | $2.7M | 7.3k | 370.18 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $2.6M | -2% | 9.0k | 294.16 |
|
| Parke Ban (PKBK) | 1.1 | $2.6M | 91k | 28.40 |
|
|
| Bay (BCML) | 1.0 | $2.4M | 80k | 29.73 |
|
|
| Exxon Mobil Corporation (XOM) | 1.0 | $2.4M | 14k | 169.66 |
|
|
| American Express Company (AXP) | 0.9 | $2.2M | 7.3k | 302.50 |
|
|
| FirstSun Capital Bancorp (FSUN) | 0.9 | $2.1M | 58k | 36.46 |
|
|
| Cisco Systems (CSCO) | 0.9 | $2.1M | -6% | 27k | 77.59 |
|
| Kayne Anderson MLP Investment (KYN) | 0.8 | $2.0M | 141k | 14.28 |
|
|
| International Business Machines (IBM) | 0.8 | $2.0M | 8.3k | 242.39 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $2.0M | 6.1k | 320.81 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.8 | $1.9M | 16k | 118.51 |
|
|
| Pfizer (PFE) | 0.8 | $1.9M | +3% | 66k | 28.08 |
|
| Meta Platforms Cl A (META) | 0.7 | $1.8M | 3.1k | 572.13 |
|
|
| Pepsi (PEP) | 0.7 | $1.8M | +8% | 12k | 155.29 |
|
| New England Rlty Assoc Ltd P Depository Rcpt (NEN) | 0.7 | $1.7M | 29k | 60.21 |
|
|
| Community West Bancshares New Com (CWBC) | 0.7 | $1.7M | 74k | 23.30 |
|
|
| Banner Corp Com New (BANR) | 0.7 | $1.7M | 28k | 60.68 |
|
|
| Union Pacific Corporation (UNP) | 0.6 | $1.6M | 6.5k | 242.62 |
|
|
| First Internet Bancorp (INBK) | 0.6 | $1.6M | 77k | 20.38 |
|
|
| Johnson & Johnson (JNJ) | 0.6 | $1.6M | 6.4k | 244.42 |
|
|
| Mechanics Bancorp Cl A (MCHB) | 0.6 | $1.5M | 103k | 14.75 |
|
|
| Barings Corporate Investors (MCI) | 0.6 | $1.4M | 84k | 17.24 |
|
|
| A Mark Precious Metals (GOLD) | 0.6 | $1.4M | -16% | 36k | 40.08 |
|
| AMREP Corporation (AXR) | 0.6 | $1.4M | 50k | 28.13 |
|
|
| Intuit (INTU) | 0.6 | $1.4M | 3.2k | 432.38 |
|
|
| Natural Alternatives Intl Com New (NAII) | 0.5 | $1.3M | +8% | 499k | 2.63 |
|
| InterGroup Corporation (INTG) | 0.5 | $1.3M | 33k | 38.83 |
|
|
| Verizon Communications (VZ) | 0.5 | $1.3M | +3% | 25k | 50.20 |
|
| Hershey Company (HSY) | 0.5 | $1.3M | 6.1k | 207.89 |
|
|
| Central Securities (CET) | 0.5 | $1.2M | +60% | 24k | 49.66 |
|
| Wiley John & Sons Cl A (WLY) | 0.5 | $1.2M | -6% | 32k | 38.10 |
|
| Wisdomtree Tr Floating Rat Trea (USFR) | 0.5 | $1.2M | +9% | 24k | 50.34 |
|
| UMH Properties (UMH) | 0.5 | $1.2M | 83k | 14.43 |
|
|
| Honeywell International (HON) | 0.5 | $1.1M | 5.1k | 226.03 |
|
|
| Merck & Co (MRK) | 0.5 | $1.1M | 9.4k | 120.29 |
|
|
| Abbvie (ABBV) | 0.5 | $1.1M | -4% | 5.1k | 217.50 |
|
| Electro-Sensors (ELSE) | 0.5 | $1.1M | 250k | 4.45 |
|
|
| Smartfinancial Com New (SMBK) | 0.5 | $1.1M | 28k | 39.08 |
|
|
| At&t (T) | 0.5 | $1.1M | -2% | 38k | 28.99 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.1M | -6% | 2.5k | 436.78 |
|
| McDonald's Corporation (MCD) | 0.4 | $1.1M | -2% | 3.5k | 310.79 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $1.1M | -4% | 18k | 61.26 |
|
| American Realty Investors (ARL) | 0.4 | $1.1M | 71k | 15.45 |
|
|
| Gilead Sciences (GILD) | 0.4 | $1.1M | -6% | 7.6k | 139.38 |
|
| Northrim Ban (NRIM) | 0.4 | $1.1M | 46k | 22.88 |
|
|
| Canadian Pacific Kansas City (CP) | 0.4 | $1.0M | 13k | 78.66 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $1.0M | 8.2k | 124.28 |
|
|
| Home Depot (HD) | 0.4 | $1.0M | 3.1k | 328.89 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.4 | $1.0M | +8% | 11k | 92.28 |
|
| Bank of America Corporation (BAC) | 0.4 | $1.0M | 21k | 48.75 |
|
|
| Enbridge (ENB) | 0.4 | $992k | 18k | 54.14 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $989k | 3.4k | 287.56 |
|
|
| Lockheed Martin Corporation (LMT) | 0.4 | $952k | 1.6k | 604.39 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $950k | 3.3k | 286.86 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.4 | $942k | 7.9k | 118.63 |
|
|
| Waste Management (WM) | 0.4 | $911k | -18% | 4.0k | 229.79 |
|
| Investors Title Company (ITIC) | 0.4 | $884k | -3% | 4.1k | 217.34 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $879k | 4.5k | 196.21 |
|
|
| Black Stone Minerals Com Unit (BSM) | 0.3 | $844k | 56k | 15.12 |
|
|
| Capital Southwest Corporation (CSWC) | 0.3 | $819k | -2% | 37k | 22.12 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $803k | 6.1k | 130.94 |
|
|
| Welltower Inc Com reit (WELL) | 0.3 | $794k | +10% | 4.0k | 197.71 |
|
| Digital Realty Trust (DLR) | 0.3 | $775k | -3% | 4.3k | 180.21 |
|
| Oneok New Com (OKE) | 0.3 | $768k | +3% | 8.5k | 90.39 |
|
| Boeing Company (BA) | 0.3 | $759k | 3.8k | 199.03 |
|
|
| Barings Partn Invs Sh Ben Int (MPV) | 0.3 | $750k | 44k | 17.14 |
|
|
| Williams Companies (WMB) | 0.3 | $749k | -3% | 10k | 72.78 |
|
| Ingles Mkts Cl A (IMKTA) | 0.3 | $730k | 8.1k | 89.89 |
|
|
| Walt Disney Company (DIS) | 0.3 | $724k | +2% | 7.5k | 96.38 |
|
| Vanguard World Fds Energy Etf (VDE) | 0.3 | $719k | 4.2k | 173.04 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $718k | 1.00 | 718140.00 |
|
|
| Old National Ban (ONB) | 0.3 | $708k | 32k | 22.10 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $703k | -22% | 8.1k | 86.69 |
|
| United Parcel Svcs CL B (UPS) | 0.3 | $701k | +5% | 7.1k | 98.38 |
|
| Calumet (CLMT) | 0.3 | $699k | 20k | 35.90 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $688k | +3% | 4.8k | 144.43 |
|
| Amcon Distrg Com New (DIT) | 0.3 | $684k | +50% | 7.5k | 91.17 |
|
| Coca-Cola Company (KO) | 0.3 | $659k | -5% | 8.7k | 76.05 |
|
| Blue Ridge Bank (BRBS) | 0.3 | $644k | +185% | 153k | 4.20 |
|
| Amazon (AMZN) | 0.3 | $639k | +8% | 3.1k | 208.27 |
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.2 | $610k | +11% | 6.4k | 95.81 |
|
| Fb Finl (FBK) | 0.2 | $606k | -4% | 12k | 51.94 |
|
| Philip Morris International (PM) | 0.2 | $594k | 3.6k | 165.34 |
|
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| Amgen (AMGN) | 0.2 | $591k | -4% | 1.7k | 351.81 |
|
| Fs Ban (FSBW) | 0.2 | $584k | 15k | 38.59 |
|
|
| Us Bancorp Com New (USB) | 0.2 | $583k | 11k | 52.01 |
|
|
| Ni Hldgs (NODK) | 0.2 | $573k | 45k | 12.89 |
|
|
| LGL (LGL) | 0.2 | $562k | 81k | 6.95 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $560k | 2.9k | 192.90 |
|
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| Starbucks Corporation (SBUX) | 0.2 | $556k | +7% | 6.2k | 89.59 |
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| Embraer Sponsored Ads (EMBJ) | 0.2 | $553k | NEW | 9.3k | 59.34 |
|
| Qualcomm (QCOM) | 0.2 | $552k | +7% | 4.3k | 128.77 |
|
| Danaher Corporation (DHR) | 0.2 | $549k | 2.9k | 189.60 |
|
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| Nextera Energy (NEE) | 0.2 | $547k | -2% | 5.9k | 92.88 |
|
| Csw Industrials (CSW) | 0.2 | $542k | 2.1k | 260.58 |
|
|
| Intel Corporation (INTC) | 0.2 | $532k | 12k | 44.13 |
|
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $531k | 5.5k | 97.23 |
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| Clorox Company (CLX) | 0.2 | $523k | +14% | 5.0k | 103.64 |
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| Bank of Marin Ban (BMRC) | 0.2 | $523k | 20k | 25.63 |
|
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| Norfolk Southern (NSC) | 0.2 | $517k | 1.8k | 287.00 |
|
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| Crown Castle Intl (CCI) | 0.2 | $514k | +70% | 6.3k | 81.31 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $502k | 10k | 49.37 |
|
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| Kenvue (KVUE) | 0.2 | $491k | 29k | 17.24 |
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| Stonecastle Finl (BANX) | 0.2 | $490k | +3607% | 26k | 19.06 |
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| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.2 | $478k | -7% | 11k | 44.62 |
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| State Street Corporation (STT) | 0.2 | $475k | 3.8k | 126.56 |
|
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| NVIDIA Corporation (NVDA) | 0.2 | $475k | -8% | 2.7k | 174.40 |
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| Altria (MO) | 0.2 | $474k | +27% | 7.2k | 65.99 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $470k | -4% | 786.00 | 597.55 |
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| 3M Company (MMM) | 0.2 | $467k | -2% | 3.2k | 145.25 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.2 | $462k | 4.8k | 96.29 |
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| Wiley John & Sons CL B (WLYB) | 0.2 | $455k | 12k | 37.53 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $453k | 5.5k | 82.57 |
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| Dow (DOW) | 0.2 | $448k | +9% | 11k | 41.65 |
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| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.2 | $437k | 8.4k | 52.30 |
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| Consolidated Edison (ED) | 0.2 | $437k | 3.9k | 113.18 |
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| Apartment Invt & Mgmt Cl A (AIV) | 0.2 | $429k | 105k | 4.07 |
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| Bristol Myers Squibb (BMY) | 0.2 | $426k | +5% | 7.0k | 60.65 |
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| Keysight Technologies (KEYS) | 0.2 | $424k | 1.5k | 282.37 |
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| St. Joe Company (JOE) | 0.2 | $414k | +4% | 6.6k | 62.80 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $411k | -10% | 8.1k | 50.61 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.2 | $407k | +33% | 3.7k | 109.22 |
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| Ge Aerospace Com New (GE) | 0.2 | $404k | -2% | 1.4k | 283.85 |
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| Lowe's Companies (LOW) | 0.2 | $401k | 1.7k | 236.28 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $394k | -7% | 1.8k | 213.66 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $393k | +11% | 13k | 30.68 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $373k | -4% | 1.3k | 287.27 |
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| LSB Industries (LXU) | 0.2 | $373k | 25k | 14.90 |
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| Kinder Morgan (KMI) | 0.1 | $367k | -3% | 11k | 33.53 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $363k | 2.7k | 132.90 |
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| Wells Fargo & Company (WFC) | 0.1 | $362k | -3% | 4.5k | 79.61 |
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| Abbott Laboratories (ABT) | 0.1 | $362k | 3.5k | 102.67 |
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| Medtronic SHS (MDT) | 0.1 | $359k | 4.1k | 86.65 |
|
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| Kimberly-Clark Corporation (KMB) | 0.1 | $358k | +23% | 3.7k | 96.47 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $345k | +3% | 5.4k | 64.08 |
|
| Ameriprise Financial (AMP) | 0.1 | $343k | 772.00 | 444.40 |
|
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| Travelers Companies (TRV) | 0.1 | $342k | -7% | 1.2k | 291.73 |
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| Victory Cap Hldgs Inc Del Com Cl A (VCTR) | 0.1 | $339k | 5.2k | 65.48 |
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| Dominion Resources (D) | 0.1 | $336k | +2% | 5.4k | 61.82 |
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| Stagwell Com Cl A (STGW) | 0.1 | $328k | -2% | 52k | 6.29 |
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| Broadcom (AVGO) | 0.1 | $326k | -15% | 1.1k | 309.57 |
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| Dollar General (DG) | 0.1 | $324k | -14% | 2.7k | 118.73 |
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| Sturm, Ruger & Company (RGR) | 0.1 | $323k | 8.1k | 40.09 |
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| SLB Com Stk (SLB) | 0.1 | $321k | 6.3k | 51.39 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $320k | +6% | 3.7k | 86.41 |
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| Key (KEY) | 0.1 | $319k | 16k | 20.05 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $315k | -4% | 630.00 | 499.66 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $314k | 3.6k | 88.16 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $313k | +17% | 2.1k | 148.10 |
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| UnitedHealth (UNH) | 0.1 | $309k | +10% | 1.1k | 270.59 |
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| Ge Vernova (GEV) | 0.1 | $309k | -30% | 354.00 | 872.90 |
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| Campbell Soup Company (CPB) | 0.1 | $306k | +22% | 14k | 22.27 |
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| American Electric Power Company (AEP) | 0.1 | $303k | -2% | 2.3k | 131.08 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $302k | 2.8k | 108.98 |
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| Enterprise Products Partners (EPD) | 0.1 | $292k | 7.7k | 37.84 |
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| Amalgamated Financial Corp (AMAL) | 0.1 | $286k | 7.3k | 38.87 |
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| Renasant (RNST) | 0.1 | $282k | 7.8k | 36.13 |
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| General Mills (GIS) | 0.1 | $276k | +29% | 7.4k | 37.22 |
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| Kratos Defense & Sec Solutions Com New (KTOS) | 0.1 | $275k | 3.9k | 70.51 |
|
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $274k | -35% | 2.3k | 118.60 |
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| Corning Incorporated (GLW) | 0.1 | $273k | +9% | 2.0k | 135.97 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $272k | +10% | 4.1k | 66.28 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $263k | 4.3k | 61.64 |
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|
| Donegal Group CL B (DGICB) | 0.1 | $260k | 15k | 17.69 |
|
|
| Pacer Fds Tr Developed Mrkt (ICOW) | 0.1 | $259k | +33% | 6.1k | 42.44 |
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| Realty Income (O) | 0.1 | $257k | 4.2k | 61.18 |
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|
| Bce Com New (BCE) | 0.1 | $257k | +16% | 10k | 25.24 |
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| Nasdaq Omx (NDAQ) | 0.1 | $255k | 3.0k | 84.89 |
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| Nucor Corporation (NUE) | 0.1 | $255k | -13% | 1.5k | 169.10 |
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| Applied Materials (AMAT) | 0.1 | $251k | 735.00 | 341.79 |
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| Invesco Qqq Trust Unit Ser 1 (QQQ) | 0.1 | $251k | 435.00 | 577.18 |
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| PNC Financial Services (PNC) | 0.1 | $250k | -3% | 1.2k | 208.09 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $249k | 834.00 | 298.85 |
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| Proshares Tr Large Cap Cre (CSM) | 0.1 | $249k | 3.3k | 74.82 |
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| Marvell Technology (MRVL) | 0.1 | $246k | 2.5k | 99.05 |
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| Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) | 0.1 | $239k | 1.9k | 125.93 |
|
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| Kinsale Cap Group (KNSL) | 0.1 | $239k | +15% | 698.00 | 341.66 |
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| Prudential Financial (PRU) | 0.1 | $237k | +15% | 2.4k | 97.69 |
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| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $229k | -4% | 9.4k | 24.39 |
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| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.1 | $226k | 4.7k | 47.72 |
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| Phillips 66 (PSX) | 0.1 | $226k | -8% | 1.2k | 182.19 |
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| Loews Corporation (L) | 0.1 | $224k | 2.1k | 106.74 |
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| Barings Global Short Duration Com cef (BGH) | 0.1 | $224k | 16k | 13.66 |
|
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| Oracle Corporation (ORCL) | 0.1 | $224k | +18% | 1.5k | 147.11 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $222k | 2.0k | 108.99 |
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| Old Second Ban (OSBC) | 0.1 | $222k | 11k | 20.16 |
|
|
| Rayonier Advanced Matls (RYAM) | 0.1 | $221k | 20k | 11.07 |
|
|
| Old Republic International Corporation (ORI) | 0.1 | $220k | 5.5k | 39.90 |
|
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| Plains All Amern Pipeline Unit Ltd Partn (PAA) | 0.1 | $218k | 9.8k | 22.33 |
|
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| Ford Motor Company (F) | 0.1 | $217k | -7% | 19k | 11.54 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $213k | -10% | 813.00 | 261.96 |
|
| Columbia Banking System (COLB) | 0.1 | $210k | 7.7k | 27.43 |
|
|
| Cummins (CMI) | 0.1 | $209k | -9% | 389.00 | 538.02 |
|
| Fortive (FTV) | 0.1 | $209k | 3.8k | 55.28 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $208k | +3% | 11k | 19.30 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $208k | 3.9k | 54.04 |
|
|
| Essex Property Trust (ESS) | 0.1 | $207k | +5% | 856.00 | 242.00 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $206k | 1.9k | 110.86 |
|
|
| Proshares Tr Msci Eur Div (EUDV) | 0.1 | $206k | +25% | 4.0k | 51.27 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $205k | 1.1k | 194.16 |
|
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.1 | $205k | 27k | 7.54 |
|
|
| ConocoPhillips (COP) | 0.1 | $204k | 1.5k | 131.98 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $202k | 589.00 | 343.22 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $202k | -4% | 2.2k | 91.77 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $196k | 3.6k | 55.19 |
|
|
| Mainstreet Bancshares (MNSB) | 0.1 | $196k | 8.8k | 22.20 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $196k | 7.6k | 25.88 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $194k | -2% | 2.0k | 95.44 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $193k | 1.1k | 168.85 |
|
|
| Cenovus Energy (CVE) | 0.1 | $192k | 7.3k | 26.53 |
|
|
| Pathfinder Ban (PBHC) | 0.1 | $189k | 15k | 12.76 |
|
|
| PG&E Corporation (PCG) | 0.1 | $187k | 11k | 17.57 |
|
|
| Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $178k | 2.6k | 68.79 |
|
|
| AFLAC Incorporated (AFL) | 0.1 | $177k | -11% | 1.6k | 109.71 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $170k | +153% | 1.2k | 146.28 |
|
| Northeast Cmnty Bancorp (NECB) | 0.1 | $167k | 7.0k | 23.80 |
|
|
| Metrocity Bankshares (MCBS) | 0.1 | $165k | NEW | 5.7k | 28.67 |
|
| Carrier Global Corporation (CARR) | 0.1 | $165k | 2.9k | 56.31 |
|
|
| Invesco Exchange Traded Fd T Dynmc Food Bev (PBJ) | 0.1 | $163k | 3.3k | 48.97 |
|
|
| Eastern Bankshares (EBC) | 0.1 | $161k | 8.2k | 19.56 |
|
|
| Boulder Growth & Income Fund (STEW) | 0.1 | $161k | 9.4k | 17.10 |
|
|
| Blackrock (BLK) | 0.1 | $158k | -3% | 164.00 | 961.71 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $157k | 1.5k | 106.01 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $157k | +4% | 978.00 | 160.32 |
|
| Avidbank Holdings (AVBH) | 0.1 | $157k | 5.5k | 28.50 |
|
|
| International Paper Company (IP) | 0.1 | $156k | +8% | 4.4k | 35.70 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $155k | 624.00 | 248.01 |
|
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $154k | 2.1k | 73.90 |
|
|
| Deere & Company (DE) | 0.1 | $153k | 272.00 | 563.30 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $151k | 919.00 | 164.57 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $150k | -7% | 231.00 | 650.34 |
|
| Amrize SHS (AMRZ) | 0.1 | $150k | +11% | 2.7k | 56.02 |
|
Past Filings by Caldwell Sutter Capital
SEC 13F filings are viewable for Caldwell Sutter Capital going back to 2022
- 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