Caldwell Sutter Capital
Latest statistics and disclosures from Caldwell Sutter Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSA, V, MSFT, CAT, and represent 13.58% of Caldwell Sutter Capital's stock portfolio.
- Added to shares of these 10 stocks: ATMU, IGM, HMST, WM, WMT, KNTK, V, LXU, IYH, ITIC.
- Started 32 new stock positions in AMCR, CM, IYW, Aesther Healthcare Acqstn, TMFG, EEMV, NGG, DAIO, WAFD, RCG.
- Reduced shares in these 10 stocks: AAPL, UNH, COST, CAT, MOD, MSFT, O, NWLI, LULU, KYN.
- Sold out of its positions in AAN, AEHR, AKAM, ALGN, AMX, APPN, TEAM, BYND, BILL, CHWY.
- Caldwell Sutter Capital was a net buyer of stock by $3.4M.
- Caldwell Sutter Capital has $208M in assets under management (AUM), dropping by 5.56%.
- Central Index Key (CIK): 0000702007
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Portfolio Holdings for Caldwell Sutter Capital
Caldwell Sutter Capital holds 923 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Caldwell Sutter Capital has 923 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Caldwell Sutter Capital March 31, 2024 positions
- Download the Caldwell Sutter Capital March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.2 | $8.8M | -10% | 51k | 171.48 |
|
| Msa Safety Inc equity (MSA) | 3.2 | $6.7M | 34k | 193.59 |
|
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| Visa Com Cl A (V) | 2.2 | $4.6M | +5% | 16k | 279.09 |
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| Microsoft Corporation (MSFT) | 2.0 | $4.2M | -4% | 10k | 420.74 |
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| Caterpillar (CAT) | 1.9 | $4.0M | -10% | 11k | 366.44 |
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| Kinetik Holdings New Cl A (KNTK) | 1.9 | $3.9M | +8% | 97k | 39.87 |
|
| Chevron Corp New Com (CVX) | 1.6 | $3.3M | 21k | 157.74 |
|
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| Donegal Group Cl A (DGICA) | 1.5 | $3.2M | +3% | 228k | 14.14 |
|
| Costco Whsl Corp New Com (COST) | 1.5 | $3.2M | -12% | 4.3k | 732.69 |
|
| Atmus Filtration Technologies Ord (ATMU) | 1.5 | $3.2M | NEW | 98k | 32.25 |
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| Natural Alternatives Intl Com New (NAII) | 1.3 | $2.7M | 444k | 6.09 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $2.7M | -2% | 5.1k | 525.73 |
|
| First Internet Bancorp (INBK) | 1.2 | $2.5M | 73k | 34.74 |
|
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.1 | $2.4M | +3% | 13k | 182.61 |
|
| New England Rlty Assoc Ltd P Depository Rcpt (NEN) | 1.1 | $2.3M | 32k | 71.90 |
|
|
| Summit State Bank (SSBI) | 1.1 | $2.3M | 209k | 10.85 |
|
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| Pfizer (PFE) | 1.0 | $2.0M | +2% | 74k | 27.75 |
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| Csw Industrials (CSWI) | 1.0 | $2.0M | 8.7k | 234.60 |
|
|
| International Business Machines (IBM) | 0.9 | $2.0M | -4% | 10k | 190.97 |
|
| Exxon Mobil Corporation (XOM) | 0.9 | $1.9M | 16k | 116.24 |
|
|
| Perma-pipe International (PPIH) | 0.9 | $1.8M | -3% | 229k | 7.90 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $1.8M | 9.0k | 200.30 |
|
|
| Modine Manufacturing (MOD) | 0.9 | $1.8M | -17% | 19k | 95.19 |
|
| Creative Media & Cmnty Tr Com New (CMCT) | 0.8 | $1.8M | -2% | 414k | 4.26 |
|
| Black Stone Minerals Com Unit (BSM) | 0.8 | $1.7M | 107k | 15.98 |
|
|
| Kayne Anderson MLP Investment (KYN) | 0.8 | $1.7M | -5% | 171k | 10.01 |
|
| Parke Ban (PKBK) | 0.8 | $1.7M | 99k | 17.23 |
|
|
| Pepsi (PEP) | 0.8 | $1.7M | -3% | 9.6k | 175.00 |
|
| Bay (BCML) | 0.8 | $1.7M | 82k | 20.61 |
|
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| American Express Company (AXP) | 0.8 | $1.7M | 7.3k | 227.69 |
|
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| Banner Corp Com New (BANR) | 0.8 | $1.7M | 35k | 48.00 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $1.6M | -3% | 6.3k | 259.90 |
|
| Meta Platforms Cl A (META) | 0.8 | $1.6M | 3.3k | 485.58 |
|
|
| Union Pacific Corporation (UNP) | 0.7 | $1.5M | 6.2k | 245.93 |
|
|
| Wiley John & Sons Cl A (WLY) | 0.7 | $1.5M | 40k | 38.13 |
|
|
| A Mark Precious Metals (AMRK) | 0.7 | $1.5M | -5% | 49k | 30.69 |
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| UMH Properties (UMH) | 0.7 | $1.5M | 92k | 16.24 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.7 | $1.5M | +478% | 17k | 86.18 |
|
| Barings Corporate Investors (MCI) | 0.7 | $1.5M | -3% | 85k | 17.19 |
|
| American Realty Investors (ARL) | 0.7 | $1.4M | -2% | 81k | 17.92 |
|
| Home Depot (HD) | 0.7 | $1.4M | +10% | 3.8k | 383.59 |
|
| Cisco Systems (CSCO) | 0.7 | $1.4M | 28k | 49.91 |
|
|
| Seneca Foods Corp New Cl A (SENEA) | 0.6 | $1.3M | +9% | 23k | 56.90 |
|
| AMREP Corporation (AXR) | 0.6 | $1.3M | 54k | 23.24 |
|
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| Community West Bancshares | 0.6 | $1.2M | 78k | 15.48 |
|
|
| Intel Corporation (INTC) | 0.6 | $1.2M | -3% | 27k | 44.17 |
|
| Manitex International (MNTX) | 0.6 | $1.2M | 171k | 6.86 |
|
|
| Canadian Pacific Kansas City (CP) | 0.6 | $1.2M | 13k | 88.17 |
|
|
| Amcon Distrg Com New (DIT) | 0.5 | $1.1M | -4% | 6.1k | 184.00 |
|
| Merck & Co (MRK) | 0.5 | $1.1M | -3% | 8.4k | 131.95 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.5 | $1.1M | -6% | 12k | 91.86 |
|
| Nicholas Finl Inc Bc Com New (NICK) | 0.5 | $1.1M | 160k | 6.76 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $1.1M | -3% | 3.1k | 344.18 |
|
| Capital Southwest Corporation (CSWC) | 0.5 | $1.1M | 43k | 24.96 |
|
|
| McDonald's Corporation (MCD) | 0.5 | $1.1M | 3.8k | 281.93 |
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| Abbvie (ABBV) | 0.5 | $1.1M | -5% | 5.8k | 182.09 |
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| Boeing Company (BA) | 0.5 | $1.0M | -3% | 5.4k | 192.99 |
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| National Westn Life Group Cl A (NWLI) | 0.5 | $1.0M | -11% | 2.1k | 491.96 |
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| Honeywell International (HON) | 0.5 | $1.0M | 5.0k | 205.25 |
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| InterGroup Corporation (INTG) | 0.5 | $990k | 44k | 22.45 |
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| Enbridge (ENB) | 0.5 | $988k | 27k | 36.18 |
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| Verizon Communications Inc Com (VZ) | 0.5 | $983k | 23k | 41.96 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $972k | -4% | 2.3k | 420.52 |
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| Select Sector Spdr Tr Energy (XLE) | 0.4 | $933k | 9.9k | 94.41 |
|
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| Electro-Sensors (ELSE) | 0.4 | $932k | 224k | 4.17 |
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| Homestreet (HMST) | 0.4 | $903k | NEW | 60k | 15.05 |
|
| Procter & Gamble Company (PG) | 0.4 | $889k | +10% | 5.5k | 162.24 |
|
| Apartment Invt & Mgmt Cl A (AIV) | 0.4 | $858k | 105k | 8.19 |
|
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| Johnson & Johnson (JNJ) | 0.4 | $845k | +8% | 5.3k | 158.18 |
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| Qualcomm (QCOM) | 0.4 | $826k | -6% | 4.9k | 169.30 |
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| Old National Ban (ONB) | 0.4 | $809k | 47k | 17.41 |
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| Digital Realty Trust (DLR) | 0.4 | $803k | -2% | 5.6k | 144.05 |
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| Clorox Company (CLX) | 0.4 | $796k | +14% | 5.2k | 153.11 |
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| Danaher Corporation (DHR) | 0.4 | $786k | 3.1k | 249.72 |
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| Waste Management (WM) | 0.4 | $773k | +734% | 3.6k | 213.15 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $759k | -3% | 1.7k | 454.87 |
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| At&t (T) | 0.4 | $746k | 42k | 17.60 |
|
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| Barings Partn Invs Sh Ben Int (MPV) | 0.4 | $732k | 45k | 16.12 |
|
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| Oneok New Com (OKE) | 0.4 | $729k | 9.1k | 80.17 |
|
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| Dollar Gen Corp New Com (DG) | 0.3 | $723k | -10% | 4.6k | 156.06 |
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| Investors Title Company (ITIC) | 0.3 | $717k | +33% | 4.4k | 163.19 |
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| Gilead Sciences (GILD) | 0.3 | $713k | 9.7k | 73.25 |
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| Bank of America Corporation (BAC) | 0.3 | $713k | -5% | 19k | 37.92 |
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| Vanguard World Fds Energy Etf (VDE) | 0.3 | $690k | 5.2k | 131.70 |
|
|
| LGL (LGL) | 0.3 | $676k | 107k | 6.35 |
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| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.3 | $664k | -6% | 7.0k | 94.86 |
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| Wiley John & Sons CL B (WLYB) | 0.3 | $650k | 17k | 38.01 |
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|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $646k | +2% | 4.0k | 162.85 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $635k | +3% | 6.7k | 94.62 |
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| Southern States Bancshares (SSBK) | 0.3 | $635k | 25k | 25.92 |
|
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $634k | 1.00 | 634440.00 |
|
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| Starbucks Corporation (SBUX) | 0.3 | $632k | -4% | 6.9k | 91.39 |
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| Northrim Ban (NRIM) | 0.3 | $625k | 12k | 50.51 |
|
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| Duke Energy Corp New Com New (DUK) | 0.3 | $622k | 6.4k | 96.71 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $601k | +26% | 3.9k | 152.26 |
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| Smartfinancial Com New (SMBK) | 0.3 | $599k | 28k | 21.07 |
|
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| Keysight Technologies (KEYS) | 0.3 | $598k | -5% | 3.8k | 156.38 |
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| Walt Disney Company (DIS) | 0.3 | $571k | -6% | 4.7k | 122.36 |
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| Patriot Natl Bancorp Com New (PNBK) | 0.3 | $566k | 151k | 3.75 |
|
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| Amgen (AMGN) | 0.3 | $555k | -4% | 2.0k | 284.39 |
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| Williams Companies (WMB) | 0.3 | $555k | -2% | 14k | 38.97 |
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| Fs Ban (FSBW) | 0.3 | $537k | -6% | 16k | 34.71 |
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| Dow (DOW) | 0.3 | $535k | -9% | 9.2k | 57.93 |
|
| Amazon (AMZN) | 0.3 | $533k | -6% | 3.0k | 180.38 |
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| Coca-Cola Company (KO) | 0.3 | $525k | -14% | 8.6k | 61.18 |
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| UnitedHealth (UNH) | 0.2 | $518k | -48% | 1.0k | 494.70 |
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| Wal-Mart Stores (WMT) | 0.2 | $517k | +174% | 8.6k | 60.17 |
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| United Parcel Service CL B (UPS) | 0.2 | $500k | +2% | 3.4k | 148.62 |
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| Realty Income (O) | 0.2 | $495k | -26% | 9.2k | 54.10 |
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| Devon Energy Corp New Com (DVN) | 0.2 | $493k | -2% | 9.8k | 50.18 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $486k | 12k | 42.12 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $476k | -3% | 5.7k | 84.09 |
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| Us Bancorp Del Com New (USB) | 0.2 | $471k | +3% | 11k | 44.70 |
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| NVIDIA Corporation (NVDA) | 0.2 | $463k | -12% | 513.00 | 902.68 |
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| Nucor Corporation (NUE) | 0.2 | $460k | 2.3k | 197.90 |
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| Norfolk Southern (NSC) | 0.2 | $459k | 1.8k | 254.87 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $458k | 7.9k | 57.62 |
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| Bank of Marin Ban (BMRC) | 0.2 | $452k | -3% | 27k | 16.77 |
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| 3M Company (MMM) | 0.2 | $445k | +4% | 4.2k | 106.08 |
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| Wisdomtree Tr Floating Rat Trea (USFR) | 0.2 | $436k | +35% | 8.7k | 50.29 |
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| Crown Castle Intl (CCI) | 0.2 | $433k | +7% | 4.1k | 105.84 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $430k | 3.3k | 129.37 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.2 | $420k | 6.2k | 67.75 |
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| Lowe's Companies (LOW) | 0.2 | $418k | 1.6k | 254.73 |
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| Abbott Laboratories (ABT) | 0.2 | $412k | 3.6k | 113.66 |
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| State Street Corporation (STT) | 0.2 | $410k | 5.3k | 77.32 |
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| Nextera Energy (NEE) | 0.2 | $399k | 6.2k | 63.91 |
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| Community West Bancshares New Com | 0.2 | $399k | 20k | 19.89 |
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| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.2 | $393k | 8.1k | 48.30 |
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| Stagwell Com Cl A (STGW) | 0.2 | $387k | -10% | 62k | 6.22 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $386k | -12% | 802.00 | 481.57 |
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| Bristol Myers Squibb (BMY) | 0.2 | $374k | +23% | 6.9k | 54.23 |
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| Sturm, Ruger & Company (RGR) | 0.2 | $372k | 8.1k | 46.15 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $371k | 771.00 | 480.70 |
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| Bce Com New (BCE) | 0.2 | $353k | +6% | 10k | 33.98 |
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| Fortive (FTV) | 0.2 | $351k | 4.1k | 86.02 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $346k | +5% | 1.4k | 249.94 |
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| Smith-Midland Corporation (SMID) | 0.2 | $342k | 7.3k | 46.98 |
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| Steel Partners Hldgs Ltd Prtrship U (SPLP) | 0.2 | $341k | 8.6k | 39.65 |
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| Ameriprise Financial (AMP) | 0.2 | $339k | 772.00 | 438.44 |
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| Schlumberger Com Stk (SLB) | 0.2 | $337k | 6.2k | 54.81 |
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| General Mills (GIS) | 0.2 | $337k | +3% | 4.8k | 69.97 |
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| Medtronic SHS (MDT) | 0.2 | $335k | 3.8k | 87.15 |
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| Key (KEY) | 0.2 | $331k | +3% | 21k | 15.81 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $328k | +2% | 4.0k | 81.78 |
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| Ge Aerospace Com New (GE) | 0.2 | $326k | 1.9k | 175.54 |
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| Dominion Resources (D) | 0.2 | $324k | +4% | 6.6k | 49.19 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $322k | 3.3k | 97.53 |
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| First Bancshares (FBMS) | 0.1 | $307k | 12k | 25.95 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $300k | 1.4k | 208.27 |
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| Ford Motor Company (F) | 0.1 | $298k | -7% | 23k | 13.28 |
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| Broadcom (AVGO) | 0.1 | $298k | -15% | 225.00 | 1326.02 |
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| Wells Fargo New Com (WFC) | 0.1 | $294k | -3% | 5.1k | 57.96 |
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| Travelers Companies Inc Com (TRV) | 0.1 | $292k | 1.3k | 230.14 |
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| Prudential Financial (PRU) | 0.1 | $292k | 2.5k | 117.40 |
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| Philip Morris International (PM) | 0.1 | $291k | 3.2k | 91.62 |
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| Altria (MO) | 0.1 | $274k | -9% | 6.3k | 43.62 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $267k | 17k | 15.73 |
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| Central Securities (CET) | 0.1 | $266k | 6.4k | 41.77 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $264k | +400% | 4.3k | 61.90 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $263k | -4% | 1.9k | 137.22 |
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| PNC Financial Services (PNC) | 0.1 | $258k | 1.6k | 161.60 |
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| Ufp Industries (UFPI) | 0.1 | $258k | +109% | 2.1k | 123.01 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $255k | 1.4k | 183.89 |
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| Workday Cl A (WDAY) | 0.1 | $252k | 925.00 | 272.75 |
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| Welltower Inc Com reit (WELL) | 0.1 | $251k | +11% | 2.7k | 93.44 |
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| Victory Cap Hldgs Com Cl A (VCTR) | 0.1 | $249k | -3% | 5.9k | 42.43 |
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| Enterprise Products Partners (EPD) | 0.1 | $249k | -3% | 8.5k | 29.18 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $246k | +36% | 1.6k | 150.93 |
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| Kinder Morgan (KMI) | 0.1 | $241k | 13k | 18.34 |
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| Invesco Qqq Trust Unit Ser 1 (QQQ) | 0.1 | $240k | 541.00 | 444.01 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $240k | +8% | 4.8k | 50.17 |
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| Consolidated Edison (ED) | 0.1 | $239k | +5% | 2.6k | 90.81 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $239k | -2% | 457.00 | 523.07 |
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| Phillips 66 (PSX) | 0.1 | $235k | -2% | 1.4k | 163.34 |
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| Barings Global Short Duration Com cef (BGH) | 0.1 | $235k | 16k | 14.30 |
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| Frp Holdings (FRPH) | 0.1 | $234k | 3.8k | 61.40 |
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| GSK Sponsored Adr (GSK) | 0.1 | $230k | -14% | 5.4k | 42.87 |
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| Calumet Specialty Prods Partne Ut Ltd Partner (CLMT) | 0.1 | $223k | +15% | 15k | 14.86 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $222k | +2% | 2.0k | 108.92 |
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| LSB Industries (LXU) | 0.1 | $220k | NEW | 25k | 8.78 |
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| Columbia Sportswear Company (COLM) | 0.1 | $219k | 2.7k | 81.18 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $213k | +285% | 887.00 | 239.76 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $212k | +2% | 2.7k | 78.56 |
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| Granite Pt Mtg Tr (GPMT) | 0.1 | $211k | -3% | 44k | 4.77 |
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| Lam Research Corporation (LRCX) | 0.1 | $211k | -3% | 217.00 | 971.57 |
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| Marvell Technology (MRVL) | 0.1 | $209k | 3.0k | 70.88 |
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| Nexpoint Diversified Rel Et Tr Com New (NXDT) | 0.1 | $207k | 31k | 6.60 |
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| Colgate-Palmolive Company (CL) | 0.1 | $207k | 2.3k | 90.05 |
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| International Paper Company (IP) | 0.1 | $206k | -18% | 5.3k | 39.02 |
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| Proshares Tr Large Cap Cre (CSM) | 0.1 | $202k | 3.3k | 60.74 |
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| PG&E Corporation (PCG) | 0.1 | $201k | 12k | 16.76 |
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| Invesco Exchange Traded Fd T Dynmc Food Bev (PBJ) | 0.1 | $201k | 4.1k | 48.72 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $201k | +8% | 878.00 | 228.51 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $200k | -2% | 1.7k | 115.82 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $200k | -2% | 1.1k | 174.21 |
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| Old Republic International Corporation (ORI) | 0.1 | $200k | 6.5k | 30.72 |
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| Goldman Sachs (GS) | 0.1 | $199k | 477.00 | 417.69 |
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| Nike CL B (NKE) | 0.1 | $196k | 2.1k | 93.98 |
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| Nuveen Multi-Strategy Income & Growth (JPC) | 0.1 | $195k | -19% | 27k | 7.19 |
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| Boulder Growth & Income Fund (STEW) | 0.1 | $195k | -7% | 13k | 15.06 |
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| American Electric Power Company (AEP) | 0.1 | $194k | +12% | 2.2k | 86.10 |
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| Gladstone Investment Corporation (GAIN) | 0.1 | $193k | -2% | 14k | 14.23 |
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| BlackRock (BLK) | 0.1 | $193k | -3% | 231.00 | 833.70 |
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| CVS Caremark Corporation (CVS) | 0.1 | $191k | -3% | 2.4k | 79.76 |
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| Pathfinder Ban (PBHC) | 0.1 | $191k | 15k | 12.40 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $190k | -9% | 2.4k | 79.45 |
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| Nasdaq Omx (NDAQ) | 0.1 | $189k | 3.0k | 63.10 |
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| Essex Property Trust (ESS) | 0.1 | $187k | +2% | 765.00 | 244.81 |
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| ConocoPhillips (COP) | 0.1 | $187k | -3% | 1.5k | 127.26 |
|
| Eastern Bankshares (EBC) | 0.1 | $186k | 14k | 13.78 |
|
|
| AFLAC Incorporated (AFL) | 0.1 | $182k | -5% | 2.1k | 85.86 |
|
| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.1 | $182k | 8.5k | 21.24 |
|
|
| First Fndtn (FFWM) | 0.1 | $181k | 24k | 7.55 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $178k | -8% | 1.5k | 120.99 |
|
| The Original Bark Company (BARK) | 0.1 | $177k | 143k | 1.24 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $177k | 3.0k | 58.13 |
|
|
| Amalgamated Financial Corp (AMAL) | 0.1 | $176k | 7.3k | 24.00 |
|
|
| Plains All Amern Pipeline Unit Ltd Partn (PAA) | 0.1 | $170k | -4% | 9.7k | 17.56 |
|
| Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) | 0.1 | $170k | 1.9k | 89.29 |
|
|
| Transcontinental Rlty Invs Com New (TCI) | 0.1 | $169k | 4.5k | 37.65 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $169k | -4% | 597.00 | 282.49 |
|
| Chesapeake Energy Corp (CHK) | 0.1 | $167k | -11% | 1.9k | 88.83 |
|
| Applied Materials (AMAT) | 0.1 | $165k | 801.00 | 206.23 |
|
|
| Columbia Banking System (COLB) | 0.1 | $160k | +2% | 8.3k | 19.35 |
|
| Mainstreet Bancshares (MNSB) | 0.1 | $160k | 8.8k | 18.16 |
|
|
| Northeast Cmnty Bancorp (NECB) | 0.1 | $157k | 10k | 15.73 |
|
|
| Sunstone Hotel Invs New Com (SHO) | 0.1 | $156k | -6% | 14k | 11.14 |
|
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $156k | +2% | 4.5k | 34.74 |
|
| Target Corporation (TGT) | 0.1 | $153k | -5% | 862.00 | 177.21 |
|
| Cummins (CMI) | 0.1 | $153k | -16% | 518.00 | 294.65 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $152k | 1.9k | 81.66 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $152k | +5% | 1.6k | 97.94 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $150k | 3.6k | 42.01 |
|
|
| Ennis (EBF) | 0.1 | $150k | -6% | 7.3k | 20.51 |
|
| Hurco Companies (HURC) | 0.1 | $150k | 7.4k | 20.16 |
|
|
| Cenovus Energy (CVE) | 0.1 | $145k | 7.3k | 19.99 |
|
|
| Kellogg Company (K) | 0.1 | $144k | -5% | 2.5k | 57.29 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $141k | 1.1k | 131.24 |
|
|
| Glaukos (GKOS) | 0.1 | $141k | +5860% | 1.5k | 94.29 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $138k | +10% | 3.5k | 38.98 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $136k | 1.4k | 99.27 |
|
|
| Alpha Pro Tech (APT) | 0.1 | $135k | -37% | 22k | 6.24 |
|
| Uipath Cl A (PATH) | 0.1 | $134k | -20% | 5.9k | 22.67 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $133k | +10% | 634.00 | 210.18 |
|
| M-tron Inds (MPTI) | 0.1 | $133k | 4.4k | 30.00 |
|
|
| OceanFirst Financial (OCFC) | 0.1 | $131k | 8.0k | 16.41 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $129k | 1.3k | 101.41 |
|
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $129k | 2.3k | 56.98 |
|
|
| Campbell Soup Company (CPB) | 0.1 | $128k | +4% | 2.9k | 44.45 |
|
Past Filings by Caldwell Sutter Capital
SEC 13F filings are viewable for Caldwell Sutter Capital going back to 2022
- 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