Caldwell Sutter Capital, Inc. Reduced Holdings in Q3 2025

Caldwell Sutter Capital, Inc.

  • $234 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
-803
- 5.73%
$332.09 - $358.86 $267K - $288K
13.2K $4.51B
MSFT
Microsoft Corp

Technology
-1.04K
- 12.06%
$491.09 - $535.64 $513K - $559K
7.61K $3.94B
INBK
First Internet Bancorp

Financial Services
-300
- 0.38%
$21.46 - $28.0 $6.44K - $8.4K
78.2K $1.75B
INTU
Intuit Inc

Technology
-30
- 0.94%
$646.03 - $807.39 $19.4K - $24.2K
3.17K $2.16B
COST
Costco Wholesale Corp

Consumer Defensive
-26
- 0.85%
$915.95 - $994.57 $23.8K - $25.9K
3.05K $2.82B
IBM
International Business Machines Corp

Technology
-330
- 3.73%
$234.77 - $292.47 $77.5K - $96.5K
8.51K $2.4B
DGICA
Donegal Group Inc

Financial Services
-2.68K
- 1.18%
$16.75 - $19.72 $44.8K - $52.8K
223K $4.33B
UMH
Umh Properties, Inc.

Real Estate
-1.45K
- 1.62%
$14.69 - $17.34 $21.3K - $25.1K
88K $1.31B
NAII
Natural Alternatives International Inc

Consumer Defensive
-499
- 0.12%
$2.88 - $4.0 $1.44K - $2K
419K $1.2B
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-9.76K
- 6.34%
$12.11 - $12.64 $118K - $123K
144K $1.78B
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.25K
- 9.99%
$90.83 - $93.81 $114K - $117K
11.3K $1.05B
KNTK
Kinetik Holdings Inc.

Energy
-100
- 0.14%
$39.73 - $46.35 $3.97K - $4.64K
72.7K $3.11B
CSCO
Cisco Systems, Inc.

Technology
-1K
- 3.45%
$66.2 - $71.79 $66.4K - $72K
28.1K $1.92B
WM
Waste Management Inc

Industrials
-250
- 4.9%
$213.88 - $237.1 $53.5K - $59.3K
4.85K $1.07B
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-1.01K
- 13.72%
$95.22 - $96.21 $96.2K - $97.2K
6.35K $611M
T
At&T Inc.

Communication Services
-2.29K
- 5.39%
$26.94 - $29.62 $61.6K - $67.7K
40.1K $1.13B
DG
Dollar General Corp

Consumer Defensive
-400
- 11.15%
$101.86 - $116.32 $40.7K - $46.5K
3.19K $329M
PG
Procter & Gamble CO

Consumer Defensive
-346
- 7.34%
$150.47 - $161.22 $52.1K - $55.8K
4.37K $671M
SBUX
Starbucks Corp

Consumer Cyclical
-273
- 4.52%
$81.9 - $96.86 $22.4K - $26.4K
5.77K $488M
HD
Home Depot, Inc.

Consumer Cyclical
-495
- 13.91%
$357.4 - $423.42 $177K - $210K
3.06K $1.24B
NECB
North East Community Bancorp, Inc.

Financial Services
-1.5K
- 15.79%
$20.11 - $24.68 $30.2K - $37K
8K $165M
NICK
Nicholas Financial Inc

Financial Services
-1.1K
- 0.79%
N/A
138K $711M
GILD
Gilead Sciences, Inc.

Healthcare
-478
- 5.44%
$108.22 - $120.47 $51.7K - $57.6K
8.31K $922M
CRM
Salesforce, Inc.

Technology
-130
- 27.72%
$231.66 - $273.65 $30.1K - $35.6K
339 $80.3M
META
Meta Platforms, Inc.

Communication Services
-44
- 1.38%
$695.21 - $791.73 $30.6K - $34.8K
3.14K $2.3B
KO
Coca Cola CO

Consumer Defensive
-57
- 0.64%
$65.67 - $71.67 $3.74K - $4.09K
8.89K $590M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
-1.78K
- 59.4%
$21.86 - $22.98 $39K - $41K
1.22K $27.4M
WMB
Williams Companies, Inc.

Energy
-716
- 6.19%
$56.52 - $64.01 $40.5K - $45.8K
10.9K $688M
ET
Energy Transfer LP

Energy
-1.14K
- 10.23%
$17.11 - $18.16 $19.5K - $20.7K
10K $172M
AMZN
Amazon Com Inc

Consumer Cyclical
-140
- 4.72%
$211.65 - $238.24 $29.6K - $33.4K
2.83K $620M
DLR
Digital Realty Trust, Inc.

Real Estate
-118
- 2.54%
$161.21 - $180.02 $19K - $21.2K
4.53K $784M
Grail Inc
-575
- 52.61%
N/A
518 $30.6M
NVDA
Nvidia Corp

Technology
-694
- 18.54%
$153.3 - $186.58 $106K - $129K
3.05K $569M
KMI
Kinder Morgan, Inc.

Energy
-334
- 2.88%
$26.23 - $28.5 $8.76K - $9.52K
11.3K $319M
STEW
Boulder Growth & Income Fund

Financial Services
-1.32K
- 12.33%
$17.4 - $18.57 $23K - $24.5K
9.39K $171M
RWT
Redwood Trust Inc

Real Estate
-3.07K
- 47.3%
$5.46 - $6.37 $16.7K - $19.5K
3.42K $19.8M
HYG
Ishares Tr

ETFs
-230
- 23.52%
$79.85 - $81.32 $18.4K - $18.7K
748 $60.7M
IBB
Ishares Biotechnology ETF

ETFs
-300
- 20.8%
$127.63 - $144.37 $38.3K - $43.3K
1.14K $165M
TCBK
Trico Bancshares

Financial Services
-617
- 22.69%
$40.26 - $46.49 $24.8K - $28.7K
2.1K $93.4M
BA
Boeing CO

Industrials
-197
- 4.79%
$209.79 - $237.38 $41.3K - $46.8K
3.92K $846M
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
-1.17K
- 5.0%
$3.64 - $5.24 $4.27K - $6.15K
22.3K $82.3M
MMM
3 M CO

Industrials
-166
- 4.71%
$144.41 - $160.2 $24K - $26.6K
3.36K $521M
DE
Deere & CO

Industrials
-1
- 0.37%
$457.26 - $524.37 $457 - $524
272 $124M
NKE
Nike, Inc.

Consumer Cyclical
-158
- 6.61%
$69.24 - $79.24 $10.9K - $12.5K
2.23K $156M
PRU
Prudential Financial Inc

Financial Services
-61
- 3.0%
$100.68 - $109.89 $6.14K - $6.7K
1.97K $205M
PANW
Palo Alto Networks Inc

Technology
-56
- 5.7%
$167.06 - $208.19 $9.36K - $11.7K
926 $189M
DIT
Amcon Distributing CO

Consumer Defensive
-293
- 4.97%
$105.0 - $121.99 $30.8K - $35.7K
5.61K $638M
KD
Kyndryl Holdings, Inc.

Technology
-9
- 1.01%
$28.94 - $43.41 $260 - $391
885 $26.6M
RMR
Rmr Group Inc.

Real Estate
-505
- 11.88%
$15.46 - $17.72 $7.81K - $8.95K
3.75K $58.9M
Activity Summary
Buys All Purchases 165 New Holdings 40 Increased Positions 125 Sells All Sells 159 Reductions 159 Sold out 0 Options Calls 0 Puts 0
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