CS

CALDWELL SUTTER CAPITAL, INC.

13F
CALDWELL SUTTER CAPITAL, INC.
Last update 2025-07-11 858 Stocks (15 new)
Value $218.00 Mil Turnover 2 %
Countries:
Top Holdings: AAPL(4.50%)MSA(2.55%)PPIH(2.53%)V(2.28%)DGICA(2.07%)
Summary Stock Picks Current Portfolio
CALDWELL SUTTER CAPITAL, INC.... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
47,886
9,824.8
-0.81%
4.500
-0.04%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
MSA
MSA Safety Inc
33,299
5,578.6
-2.06%
2.550
-0.05%
0.080
+21.81%
+6.21%
6,875.4
Business Services
PPIH
Perma-Pipe International Holdings Inc
Perma-Pipe International Holdings Inc
241,154
5,515.2
+6.66%
2.530
+0.16%
3.020
+90.89%
+52.71%
182.2
Construction
V
Visa Inc
14,024
4,979.1
-1.90%
2.280
-0.05%
0.000
+6.07%
+10.81%
681,869.3
Credit Services
DGICA
Donegal Group Inc
226,028
4,526.2
-2.96%
2.070
-0.06%
0.630
+1.51%
+21.09%
649.0
Insurance
MSFT
Microsoft Corp
8,656
4,305.5
-3.53%
1.970
-0.06%
0.000
+38.94%
+21.47%
3,790,969.0
Software
SSBI
Summit State Bank
349,264
3,786.0
+11.55%
1.730
+0.18%
5.150
+35.48%
+50.00%
77.8
Banks
CAT
Caterpillar Inc
9,206
3,573.9
-0.60%
1.640
-0.01%
0.000
+41.28%
+15.01%
194,574.0
Farm & Heavy Construction Machinery
BRK.B
Berkshire Hathaway Inc
6,615
3,213.4
-1.05%
1.470
-0.02%
0.000
-8.57%
+4.53%
1,022,296.6
Insurance
KNTK
Kinetik Holdings Inc
72,810
3,207.3
-0.55%
1.470
-0.01%
0.120
-0.44%
-22.25%
2,605.7
Oil & Gas

CALDWELL SUTTER CAPITAL, INC.'s Historical Top Holdings Breakdowns

CALDWELL SUTTER CAPITAL, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EQC
Equity Commonwealth
2025-06-30
Sold Out
Sold Out
-0.26%
●
1.58 ($1.6) 1.63
$1.58
-1.25%
Sold Out
0
-342,380
SSBI
Summit State Bank
2025-06-30
Add
Add
+0.18%
●
7.8 ($9.29) 10.84
$11.47
23.52%
Add 11.55%
349,264
36,160
NODK
NI Holdings Inc
2025-06-30
New Buy
New Buy
+0.17%
●
12.18 ($12.95) 14.26
$13.15
1.54%
New holding
29,143
29,143
PPIH
Perma-Pipe International Holdings Inc
Perma-Pipe International Holdings Inc
2025-06-30
Add
Add
+0.16%
●
9.23 ($14.39) 23.87
$22.83
58.65%
Add 6.66%
241,154
15,058
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-06-30
Add
Add
+0.15%
●
100.35 ($100.53) 100.71
$100.59
0.06%
Add 65.23%
7,979
3,150
GKOS
Glaukos Corp
2025-06-30
Reduce
Reduce
-0.14%
●
82.27 ($93.91) 103.29
$97.70
4.04%
Reduce -98.46%
45
-2,868
RNST
Renasant Corp
2025-06-30
New Buy
New Buy
+0.13%
●
27.68 ($33.35) 36.52
$38.80
16.34%
New holding
7,811
7,811
FBMS Unlock Delisted
First Bancshares Inc
2025-06-30
Sold Out
Sold Out
-0.13%
●
33.81 ($33.81) 33.81
$33.81
0%
Sold Out
0
-7,811
CVX
Chevron Corp
2025-06-30
Reduce
Reduce
-0.12%
●
133.73 ($141.39) 168.51
$150.04
6.12%
Reduce -8.07%
17,162
-1,506
CCL
Carnival Corp
2025-06-30
Add
Add
+0.10%
●
16.43 ($21.37) 28.12
$29.55
38.28%
Add 4120.11%
7,554
7,375

CALDWELL SUTTER CAPITAL, INC. Total Holding History ($B)

To

CALDWELL SUTTER CAPITAL, INC.'s Asset Allocation

To

CALDWELL SUTTER CAPITAL, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CALDWELL SUTTER CAPITAL, INC.'s Hypothetical Growth since 2025-06-30

CALDWELL SUTTER CAPITAL, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

CALDWELL SUTTER CAPITAL, INC.'s Holdings Heat Map

Size field:

CALDWELL SUTTER CAPITAL, INC.'s Holdings Bubble Chart

CALDWELL SUTTER CAPITAL, INC. News

  • 1

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