Caldwell Sutter Capital, Inc. Sells in Q2 2025

Caldwell Sutter Capital, Inc.

  • $218 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-393
- 0.81%
$172.42 - $223.89 $67.8K - $88K
47.9K $9.82B
CVX
Chevron Corp

Energy
-1.51K
- 8.07%
$133.73 - $168.51 $201K - $254K
17.2K $2.46B
KNTK
Kinetik Holdings Inc.

Energy
-400
- 0.55%
$40.12 - $53.83 $16K - $21.5K
72.8K $3.21B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-70
- 1.05%
$483.48 - $539.8 $33.8K - $37.8K
6.62K $3.21B
XOM
Exxon Mobil Corp

Energy
-1.32K
- 8.61%
$99.93 - $119.04 $132K - $157K
14K $1.51B
GKOS
Glaukos Corp

Healthcare
-2.87K
- 98.46%
$82.27 - $103.29 $236K - $296K
45 $4.65M
NEN
New England Realty Associates Limited Partnership

Real Estate
-200
- 0.66%
$73.0 - $80.0 $14.6K - $16K
30.2K $2.21B
OKE
Oneok Inc

Energy
-590
- 7.5%
$78.71 - $100.37 $46.4K - $59.2K
7.28K $594M
UMH
Umh Properties, Inc.

Real Estate
-721
- 0.8%
$16.36 - $18.82 $11.8K - $13.6K
89.5K $1.5B
CSWI
Csw Industrials, Inc.

Industrials
-300
- 9.06%
$254.34 - $336.43 $76.3K - $101K
3.01K $864M
BARK
Bark, Inc.

Consumer Cyclical
-20K
- 14.0%
$0.81 - $1.42 $16.2K - $28.4K
123K $108M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-269
- 22.82%
$456.74 - $568.03 $123K - $153K
910 $517M
VDE
Vanguard Energy ETF

ETFs
-310
- 6.71%
$105.87 - $130.56 $32.8K - $40.5K
4.31K $513M
MCD
Mcdonalds Corp

Consumer Cyclical
-16
- 0.43%
$285.55 - $321.23 $4.57K - $5.14K
3.71K $1.08B
NICK
Nicholas Financial Inc

Financial Services
-989
- 0.71%
N/A
139K $765M
NAII
Natural Alternatives International Inc

Consumer Defensive
-1.44K
- 0.34%
$2.61 - $3.52 $3.76K - $5.08K
419K $1.38B
K
Kellogg CO

Consumer Defensive
-700
- 33.91%
$77.85 - $82.88 $54.5K - $58K
1.36K $108M
SBUX
Starbucks Corp

Consumer Cyclical
-230
- 3.67%
$79.69 - $99.41 $18.3K - $22.9K
6.04K $554M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-3.44K
- 2.19%
$10.49 - $12.99 $36.1K - $44.7K
154K $1.96B
BOND
Pimco Active Bond Exchange Tra

ETFs
-596
- 4.54%
$89.87 - $92.93 $53.6K - $55.4K
12.5K $1.15B
VZ
Verizon Communications Inc

Communication Services
-43
- 0.17%
$41.67 - $45.62 $1.79K - $1.96K
25.7K $1.11B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-265
- 2.73%
$83.97 - $92.85 $22.3K - $24.6K
9.44K $833M
SPLP
Steel Partners Holdings L.P.

Industrials
-910
- 11.02%
$31.0 - $41.45 $28.2K - $37.7K
7.35K $290M
DGICA
Donegal Group Inc

Financial Services
-6.88K
- 2.96%
$17.85 - $20.86 $123K - $144K
226K $4.53B
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-458
- 5.86%
$94.78 - $95.97 $43.4K - $44K
7.36K $706M
BCE
Bce Inc

Communication Services
-1.59K
- 14.42%
$20.87 - $22.95 $33.2K - $36.5K
9.44K $209M
AAXJ
Ishares Msci All Country Asia

ETFs
-1.14K
- 18.41%
$65.0 - $82.89 $74.1K - $94.5K
5.05K $417M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-144
- 56.92%
$272.36 - $339.57 $39.2K - $48.9K
109 $37M
INTG
Intergroup Corp

Consumer Cyclical
-1.19K
- 2.93%
$10.18 - $15.12 $12.2K - $18.1K
39.5K $456M
GILD
Gilead Sciences, Inc.

Healthcare
-224
- 2.49%
$96.91 - $113.0 $21.7K - $25.3K
8.79K $974M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-65
- 90.28%
$468.22 - $566.51 $30.4K - $36.8K
7 $3.97M
DUK
Duke Energy Corp

Utilities
-71
- 1.13%
$112.46 - $124.05 $7.98K - $8.81K
6.19K $730M
MA
Mastercard Inc

Financial Services
-75
- 10.16%
$479.92 - $590.74 $36K - $44.3K
663 $373M
V
Visa Inc.

Financial Services
-271
- 1.9%
$308.27 - $373.31 $83.5K - $101K
14K $4.98B
COP
Conocophillips

Energy
-59
- 3.69%
$82.66 - $106.1 $4.88K - $6.26K
1.54K $138M
AIV
Apartment Investment & Management CO

Real Estate
-1.44K
- 1.38%
$7.24 - $8.85 $10.4K - $12.8K
103K $894M
HES
Hess Corp

Energy
-155
- 50.0%
$126.32 - $161.29 $19.6K - $25K
155 $21.5M
IP
International Paper CO

Consumer Cyclical
-37
- 0.92%
$43.89 - $54.46 $1.62K - $2.02K
3.98K $186M
ESS
Essex Property Trust, Inc.

Real Estate
-33
- 4.16%
N/A
761 $216M
CSWC
Capital Southwest Corp

Financial Services
-676
- 1.62%
$17.99 - $22.44 $12.2K - $15.2K
41.1K $905M
FRPH
Frp Holdings, Inc.

Real Estate
-500
- 6.55%
$26.3 - $28.95 $13.2K - $14.5K
7.13K $192M
EPD
Enterprise Products Partners L.P.

Energy
-25
- 0.33%
$28.95 - $34.22 $724 - $856
7.45K $231M
AEP
American Electric Power CO Inc

Utilities
-71
- 2.91%
$98.59 - $109.11 $7K - $7.75K
2.37K $246M
TSLA
Tesla, Inc.

Consumer Cyclical
-101
- 52.33%
$221.86 - $362.89 $22.4K - $36.7K
92 $29.2M
DVN
Devon Energy Corp

Energy
-330
- 19.02%
$26.8 - $37.92 $8.84K - $12.5K
1.41K $44.7M
GS
Goldman Sachs Group Inc

Financial Services
-47
- 54.02%
$462.22 - $707.75 $21.7K - $33.3K
40 $28.3M
FV
First Trust Dorsey Wright Focu

ETFs
-345
- 60.74%
$48.43 - $59.26 $16.7K - $20.4K
223 $13.2M
KO
Coca Cola CO

Consumer Defensive
-128
- 1.41%
$68.37 - $73.9 $8.75K - $9.46K
8.95K $633M
NVO
Novo Nordisk A S

Healthcare
-236
- 43.07%
$58.08 - $81.05 $13.7K - $19.1K
312 $21.5M
Activity Summary
Buys All Purchases 159 New Holdings 19 Increased Positions 140 Sells All Sells 165 Reductions 163 Sold out 2 Options Calls 0 Puts 0
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.

Choose your preferred platform and Sign Up 👇 Telegram Email