Caldwell Sutter Capital, Inc. has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $218 Billion distributed in 860 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.82B, Msa Safety Inc with a value of $5.58B, Perma Pipe International Holdings, Inc. with a value of $5.52B, Visa Inc. with a value of $4.98B, and Donegal Group Inc with a value of $4.53B.

Examining the 13F form we can see an increase of $8.13B in the current position value, from $210B to 218B. Also it can be appreciated an additional of 19 stocks purchases and 2 closed positions.

Caldwell Sutter Capital, Inc. is based out at Sausalito, CA

Below you can find more details about Caldwell Sutter Capital, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $218 Billion
Financial Services: $55.7 Billion
ETFs: $31.8 Billion
Technology: $27.5 Billion
Industrials: $26.2 Billion
Consumer Defensive: $15.7 Billion
Energy: $12.5 Billion
Real Estate: $10.1 Billion
Communication Services: $9.48 Billion
Other: $20.6 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 860
  • Current Value $218 Billion
  • Prior Value $210 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 140 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 163 stocks
Track This Portfolio

Track Caldwell Sutter Capital, Inc. Portfolio

Follow Caldwell Sutter Capital, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caldwell Sutter Capital, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Sutter Capital, Inc. with notifications on news.