Caldwell Sutter Capital, Inc. Portfolio Holdings

Caldwell Sutter Capital, Inc.

  • $234 Billion
  • Q3 2025

Caldwell Sutter Capital, Inc. has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $234 Billion distributed in 871 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.2B, Msa Safety Inc with a value of $5.73B, Perma Pipe International Holdings, Inc. with a value of $5.65B, Plumas Bancorp with a value of $4.56B, and Visa Inc. with a value of $4.51B.

Examining the 13F form we can see an increase of $15.8B in the current position value, from $218B to 234B.

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 $234 Billion
Financial Services: $62 Billion
ETFs: $35 Billion
Technology: $30.3 Billion
Industrials: $26.9 Billion
Consumer Defensive: $15.4 Billion
Energy: $12.7 Billion
Real Estate: $10.3 Billion
Communication Services: $9.61 Billion
Other: $22.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.31T
$13.2 Billion 5.63% of portfolio
51,780
Q3 2025 Added 8.13%
$6.23B
$5.73 Billion 2.45% of portfolio
33,299
Q2 2025 Reduced 2.06%
$223M
$5.65 Billion 2.41% of portfolio
241,154
Q2 2025 Added 6.66%
$242M
$4.56 Billion 1.95% of portfolio
105,684
Q3 2025 Added 13,110.5%
$549B
$4.51 Billion 1.93% of portfolio
13,221
Q3 2025 Reduced 5.73%
$515M
$4.33 Billion 1.85% of portfolio
223,353
Q3 2025 Reduced 1.18%
$72.4M
$4.16 Billion 1.78% of portfolio
349,314
Q3 2025 Added 0.01%
$297B
$4.17 Billion 1.78% of portfolio
8,736
Q3 2025 Reduced 5.11%
$3.7T
$3.94 Billion 1.68% of portfolio
7,612
Q3 2025 Reduced 12.06%
$649B
$3.25 Billion 1.39% of portfolio
6,470
Q3 2025 Reduced 2.19%
$0
$3.24 Billion 1.39% of portfolio
4,846
Q3 2025 Reduced 1.74%
$0
$3.11 Billion 1.33% of portfolio
14,394
Q3 2025 Added 1.49%
$1.5B
$3.11 Billion 1.33% of portfolio
72,710
Q3 2025 Reduced 0.14%
$922B
$2.95 Billion 1.26% of portfolio
9,357
Q3 2025 Reduced 1.38%
$408B
$2.82 Billion 1.21% of portfolio
3,048
Q3 2025 Reduced 0.85%
$303B
$2.64 Billion 1.13% of portfolio
17,007
Q3 2025 Reduced 0.9%
-
$2.46 Billion 1.05% of portfolio
-
Q1 2025 Reduced 0.41%
$275B
$2.44 Billion 1.04% of portfolio
7,338
Q2 2025 Reduced 0.96%
$275B
$2.4 Billion 1.03% of portfolio
8,509
Q3 2025 Reduced 3.73%
$360M
$2.31 Billion 0.99% of portfolio
80,315
Q3 2025 Reduced 2.56%
$1.4T
$2.3 Billion 0.98% of portfolio
3,135
Q3 2025 Reduced 1.38%
$670M
$2.25 Billion 0.96% of portfolio
20,846
Q2 2025 Reduced 1.7%
$254M
$2.17 Billion 0.93% of portfolio
30,226
Q2 2025 Reduced 0.66%
$183B
$2.16 Billion 0.92% of portfolio
3,170
Q3 2025 Reduced 0.94%
$257M
$2.04 Billion 0.87% of portfolio
94,510
Q1 2025 Reduced 0.95%
$0
$2.01 Billion 0.86% of portfolio
6,128
Q2 2025 Reduced 2.39%
$0
$1.98 Billion 0.85% of portfolio
15,720
Q3 2025 Reduced 2.49%
$2.08B
$1.93 Billion 0.83% of portfolio
29,492
Q1 2025 Reduced 6.35%
$292B
$1.92 Billion 0.82% of portfolio
28,051
Q3 2025 Reduced 3.45%
$0
$1.8 Billion 0.77% of portfolio
17,904
Q3 2025 Added 124.39%
$0
$1.78 Billion 0.76% of portfolio
144,203
Q3 2025 Reduced 6.34%
$164M
$1.75 Billion 0.75% of portfolio
78,233
Q3 2025 Reduced 0.38%
$0
$1.76 Billion 0.75% of portfolio
84,614
Q1 2024 Reduced 3.42%
$137B
$1.66 Billion 0.71% of portfolio
65,262
Q3 2025 Added 0.06%
$489B
$1.58 Billion 0.67% of portfolio
13,994
Q3 2025 Added 0.1%
Community West Bancshares
-
$1.54 Billion 0.66% of portfolio
-
Q1 2025 Reduced 0.84%
$136B
$1.5 Billion 0.64% of portfolio
6,351
Q3 2025 Added 0.79%
$197B
$1.46 Billion 0.62% of portfolio
10,368
Q3 2025 Reduced 5.95%
$239M
$1.37 Billion 0.59% of portfolio
103,215
Q3 2025 Added 81.08%
$1.7B
$1.37 Billion 0.58% of portfolio
33,810
Q2 2025 Reduced 0.37%
$0
$1.31 Billion 0.56% of portfolio
2,738
Q3 2025 Reduced 1.58%
$836M
$1.31 Billion 0.56% of portfolio
88,023
Q3 2025 Reduced 1.62%
$387B
$1.25 Billion 0.54% of portfolio
5,416
Q3 2025 Reduced 10.26%
$380B
$1.24 Billion 0.53% of portfolio
3,064
Q3 2025 Reduced 13.91%
$110M
$1.21 Billion 0.52% of portfolio
50,522
Q3 2025 Reduced 0.49%
$268M
$1.23 Billion 0.52% of portfolio
73,420
Q2 2025 Reduced 5.27%
$488B
$1.22 Billion 0.52% of portfolio
6,556
Q3 2025 Added 0.2%
$16.1M
$1.2 Billion 0.51% of portfolio
250,052
Q2 2025 Added 2.49%
$18M
$1.2 Billion 0.51% of portfolio
418,949
Q3 2025 Reduced 0.12%

Summary

  • Portfolio
  • No. of Stocks 871
  • Current Value $234 Billion
  • Prior Value $218 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 40 stocks
  • Additional Purchases 125 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 159 stocks
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