Caldwell Sutter Capital, Inc. has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $202 Billion distributed in 925 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.8B, Msa Safety Inc with a value of $6.46B, Microsoft Corp with a value of $4.47B, Visa Inc. with a value of $3.95B, and Kinetik Holdings Inc. with a value of $3.75B.
Examining the 13F form we can see an decrease of $5.72B in the current position value, from $208B to 202B.
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
$202 Billion
Financial Services: $45.7 Billion
ETFs: $27.6 Billion
Technology: $26.6 Billion
Industrials: $24.5 Billion
Consumer Defensive: $16.3 Billion
Energy: $14.8 Billion
Real Estate: $9.87 Billion
Healthcare: $9.68 Billion
Other: $21.4 Billion
Stock Holdings Table Market Cap. of Under $50 Millions