Caldwell Sutter Capital, Inc. Portfolio Holdings
Caldwell Sutter Capital, Inc.
- $218 Billion
- Q2 2025
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.
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