Caldwell Sutter Capital, Inc. has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $215 Billion distributed in 907 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.2B, Msa Safety Inc with a value of $6.1B, Microsoft Corp with a value of $4.16B, Kinetik Holdings Inc. with a value of $3.92B, and Visa Inc. with a value of $3.72B.
Examining the 13F form we can see an increase of $12.5B in the current position value, from $202B to 215B.
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
$215 Billion
Financial Services: $49.7 Billion
ETFs: $29 Billion
Technology: $25.5 Billion
Industrials: $25.2 Billion
Consumer Defensive: $16.3 Billion
Energy: $14.8 Billion
Real Estate: $11.6 Billion
Healthcare: $10.2 Billion
Other: $23.1 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
