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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$0
$1.8 Billion 0.77% of portfolio
17,904
Q3 2025 Added 124.39%
$0
$1.31 Billion 0.56% of portfolio
2,738
Q3 2025 Reduced 1.58%
$0
$1.05 Billion 0.45% of portfolio
11,267
Q3 2025 Reduced 9.99%
$0
$967 Million 0.41% of portfolio
10,818
Q3 2025 Added 14.57%
$0
$905 Million 0.39% of portfolio
18,008
Q3 2025 Added 16.63%
$0
$855 Million 0.37% of portfolio
9,566
Q3 2025 Reduced 0.62%
$0
$843 Million 0.36% of portfolio
4,520
Q3 2025 Reduced 0.29%
$0
$611 Million 0.26% of portfolio
6,354
Q3 2025 Reduced 13.72%
$0
$585 Million 0.25% of portfolio
955
Q3 2025 Added 4.95%
$0
$550 Million 0.24% of portfolio
10,217
Q1 2025 Reduced 21.67%
$0
$542 Million 0.23% of portfolio
4,310
Q2 2025 Reduced 6.71%
$0
$528 Million 0.23% of portfolio
5,464
Q2 2025 Reduced 3.53%
$5.65B
$477 Million 0.2% of portfolio
12,971
Q3 2025 Added 3.14%
$0
$446 Million 0.19% of portfolio
8,785
Q3 2025 Added 31.34%
$0
$445 Million 0.19% of portfolio
5,368
Q3 2025 Added 10.57%
$0
$413 Million 0.18% of portfolio
3,452
Q3 2025 Added 13.37%
$0
$418 Million 0.18% of portfolio
8,286
Q2 2025 Added 1.84%
$0
$400 Million 0.17% of portfolio
1,362
Q3 2025 Reduced 1.66%
$0
$406 Million 0.17% of portfolio
1,440
Q2 2023 Added 16.41%
$0
$332 Million 0.14% of portfolio
1,387
Q2 2025 Reduced 0.07%
$0
$296 Million 0.13% of portfolio
3,471
Q3 2025 Added 4.83%
$0
$307 Million 0.13% of portfolio
461
Q2 2025 Added 4.06%
$0
$308 Million 0.13% of portfolio
5,142
Q3 2025 Reduced 0.1%
$0
$298 Million 0.13% of portfolio
10,916
Q3 2025 Reduced 3.04%
$0
$247 Million 0.11% of portfolio
1,755
Q3 2025 Added 7.34%
$0
$251 Million 0.11% of portfolio
2,601
Q3 2025 Added 18.33%
$65.3B
$259 Million 0.11% of portfolio
3,565
Q4 2023 Added 29.4%
$0
$255 Million 0.11% of portfolio
3,330
Q4 2023 Reduced 5.67%
$0
$250 Million 0.11% of portfolio
4,265
Q1 2024 Added 400.0%
$0
$259 Million 0.11% of portfolio
431
Q2 2025 Added 1.17%
$0
$257 Million 0.11% of portfolio
834
Q3 2025 Reduced 5.98%
$0
$238 Million 0.1% of portfolio
1,900
Q4 2022 New
$0
$227 Million 0.1% of portfolio
2,037
Q1 2024 Added 2.52%
$0
$244 Million 0.1% of portfolio
2,421
Q3 2025 Reduced 1.43%
$0
$229 Million 0.1% of portfolio
902
Q3 2025 Reduced 2.38%
$0
$206 Million 0.09% of portfolio
3,811
Q3 2025 Added 0.26%
$0
$220 Million 0.09% of portfolio
1,862
Q4 2023 Added 0.7%
$0
$176 Million 0.08% of portfolio
2,302
Q3 2025 Added 29.33%
$0
$160 Million 0.07% of portfolio
3,049
Q3 2025 Added 28.87%
$0
$152 Million 0.07% of portfolio
630
Q3 2025 Reduced 0.94%
$0
$158 Million 0.07% of portfolio
4,330
Q3 2025 Added 6.78%
$0
$153 Million 0.07% of portfolio
3,330
Q1 2025 Reduced 19.29%
$0
$175 Million 0.07% of portfolio
2,621
Q3 2025 Reduced 0.94%
$0
$165 Million 0.07% of portfolio
1,142
Q3 2025 Reduced 20.8%
$0
$164 Million 0.07% of portfolio
2,264
Q4 2022 New

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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