CALDWELL SUTTER CAPITAL, INC.
CIK: 0000702007Latest portfolio: $235.9M · Q4 2025
Holdings
877
Total Value
$235.9M
New Positions
870
Closed Positions
0
Top Holdings
View All 877 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 48,500 | $13.2M | 5.59% | NEW | |
| 2 | PPIHPERMA-PIPE INTL HLDGS INC | 235,238 | $7.1M | 3.03% | NEW | |
| 3 | MSAMSA SAFETY INC | 32,149 | $5.1M | 2.18% | NEW | |
| 4 | CATCATERPILLAR INC | 8,599 | $4.9M | 2.09% | NEW | |
| 5 | PLBCPLUMAS BANCORP | 106,283 | $4.7M | 2.01% | NEW | |
| 6 | VVISA INC | 13,144 | $4.6M | 1.95% | NEW | |
| 7 | DGICADONEGAL GROUP INC | 212,303 | $4.2M | 1.80% | NEW | |
| 8 | SSBISUMMIT ST BK SANTA ROSA CALIF | 346,813 | $4.0M | 1.71% | NEW | |
| 9 | MSFTMICROSOFT CORP | 7,306 | $3.5M | 1.50% | NEW | |
| 10 | IVVISHARES TR | 4,846 | $3.3M | 1.41% | NEW | |
| 11 | BRK/BBERKSHIRE HATHAWA INC DEL | 6,501 | $3.3M | 1.39% | NEW | |
| 12 | VIGVANGUARD SPECIALIZED FUNDS | 14,463 | $3.2M | 1.35% | NEW | |
| 13 | JPMJPMORGAN CHASE & CO. | 9,226 | $3.0M | 1.26% | NEW | |
| 14 | SGOVISHARES TR | 28,395 | $2.9M | 1.21% | NEW | |
| 15 | AXPAMERICAN EXPRESS CO | 7,338 | $2.7M | 1.15% | NEW | |
| 16 | KNTKKINETIK HOLDINGS INC COM | 73,235 | $2.6M | 1.12% | NEW | |
| 17 | COSTCOSTCO WHOLESALE CORPORATION | 3,048 | $2.6M | 1.11% | NEW | |
| 18 | CVXCHEVRON CORP | 16,949 | $2.6M | 1.10% | NEW | |
| 19 | IBMINTERNATIONAL BUSINESS MACHS | 8,420 | $2.5M | 1.06% | NEW | |
| 20 | BCMLBAYCOM CORP | 80,010 | $2.4M | 1.00% | NEW | |
| 21 | PKBKPARKE BANCORP INC | 91,600 | $2.3M | 0.97% | NEW | |
| 22 | MODMODINE MFG CO | 16,639 | $2.2M | 0.94% | NEW | |
| 23 | CSCOCISCO SYS INC | 28,829 | $2.2M | 0.94% | NEW | |
| 24 | SENEASENECA FOODS CORP | 19,996 | $2.2M | 0.94% | NEW | |
| 25 | FSUNFIRSTSUN CAP BANCORP | 58,672 | $2.2M | 0.94% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.318535332493222e+185T)
Industrials0.0% ($7.141514849251498e+144T)
Unknown0.0% ($3.267177075471469e+105T)
Healthcare0.0% ($1.59213451225997e+100T)
Consumer Cyclical0.0% ($2.2211103105194366e+82T)
Energy0.0% ($2.6402583168387674e+80T)
Consumer Defensive0.0% ($2.628221216531519e+80T)
Real Estate0.0% ($1.8711336115394565e+63T)
Basic Materials0.0% ($2.832292121291191e+53T)
Communication Services0.0% ($2.062105610411036e+51T)
Utilities0.0% ($7.194843803323103e+46T)
Filing History
Fund Information
CALDWELL SUTTER CAPITAL, INC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $235.9M across 877 holdings. The largest position is APPLE INC (AAPL), representing 5.6% of the portfolio. Compared to the previous quarter, the fund opened 877 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.