Caldwell Sutter Capital, Inc. has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $210 Billion distributed in 889 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.7B, Visa Inc. with a value of $5.01B, Msa Safety Inc with a value of $4.99B, Donegal Group Inc with a value of $4.57B, and Kinetik Holdings Inc. with a value of $3.8B.
Examining the 13F form we can see an decrease of $4.68B in the current position value, from $215B to 210B.
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
$210 Billion
Financial Services: $53.4 Billion
ETFs: $29.7 Billion
Technology: $25.7 Billion
Industrials: $21.9 Billion
Consumer Defensive: $15.8 Billion
Energy: $14.6 Billion
Real Estate: $10.8 Billion
Healthcare: $9.36 Billion
Other: $20.9 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
