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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$417M
$495 Million 0.21% of portfolio
20,390
Q4 2024 Reduced 14.29%
$168B
$458 Million 0.2% of portfolio
6,068
Q3 2025 Added 2.92%
$42.9B
$470 Million 0.2% of portfolio
4,050
Q3 2025 Reduced 5.81%
$228B
$472 Million 0.2% of portfolio
3,523
Q2 2024 Reduced 2.76%
$328B
$448 Million 0.19% of portfolio
1,490
Q3 2025 Added 1.64%
$317B
$412 Million 0.18% of portfolio
4,920
Q3 2025 Added 12.61%
$143B
$426 Million 0.18% of portfolio
12,699
Q3 2025 Added 6.25%
$140B
$427 Million 0.18% of portfolio
1,699
Q1 2025 Added 3.66%
$35.1B
$396 Million 0.17% of portfolio
3,185
Q3 2025 Added 0.13%
$39.2B
$391 Million 0.17% of portfolio
4,056
Q3 2025 Added 1.32%
$128B
$385 Million 0.16% of portfolio
4,047
Q3 2025 Added 0.5%
$104B
$374 Million 0.16% of portfolio
5,663
Q3 2025 Reduced 1.58%
$9.12B
$384 Million 0.16% of portfolio
4,200
Q3 2025 Reduced 30.0%
$36B
$370 Million 0.16% of portfolio
3,685
Q3 2025 Added 0.88%
$512B
$375 Million 0.16% of portfolio
660
Q3 2025 Reduced 0.45%
$47B
$379 Million 0.16% of portfolio
772
Q2 2023 New
$732M
$350 Million 0.15% of portfolio
8,056
Q1 2023 Added 45.0%
$50.4B
$348 Million 0.15% of portfolio
5,693
Q3 2025 Reduced 2.25%
$35.1B
$352 Million 0.15% of portfolio
5,790
Q2 2025 Reduced 1.71%
$593B
$347 Million 0.15% of portfolio
1,234
Q2 2025 Added 1.23%
$61.6B
$319 Million 0.14% of portfolio
11,267
Q3 2025 Reduced 2.88%
$16.4B
$323 Million 0.14% of portfolio
17,272
Q3 2025 Reduced 5.59%
$4.34B
$335 Million 0.14% of portfolio
5,178
Q2 2025 Reduced 7.17%
$300B
$338 Million 0.14% of portfolio
980
Q3 2025 Added 7.1%
$23.5B
$329 Million 0.14% of portfolio
3,187
Q3 2025 Reduced 11.15%
$633M
$302 Million 0.13% of portfolio
53,700
Q4 2024 Reduced 6.93%
$1.94B
$288 Million 0.12% of portfolio
7,811
Q2 2025 New
$20.5B
$283 Million 0.12% of portfolio
3,700
Q1 2025 Added 12.12%
$4.29B
$293 Million 0.12% of portfolio
6,000
Q4 2024 Added 116.22%
$99.5B
$272 Million 0.12% of portfolio
6,028
Q3 2025 Added 11.53%
$28.1B
$281 Million 0.12% of portfolio
5,582
Q3 2025 Added 0.29%
$16.1B
$247 Million 0.11% of portfolio
10,763
Q3 2025 Added 9.6%
$32B
$263 Million 0.11% of portfolio
1,501
Q3 2025 Reduced 1.96%
$62.3B
$265 Million 0.11% of portfolio
2,355
Q3 2025 Reduced 0.55%
$74.3B
$266 Million 0.11% of portfolio
1,324
Q3 2025 Reduced 7.67%
$42.8B
$265 Million 0.11% of portfolio
3,000
Q4 2022 New
$3.34B
$262 Million 0.11% of portfolio
5,294
Q3 2025 Added 45.92%
$52.1B
$250 Million 0.11% of portfolio
20,908
Q3 2025 Reduced 1.4%
$0
$268 Million 0.11% of portfolio
17,314
Q3 2025 Added 5.57%
$68.6M
$231 Million 0.1% of portfolio
14,773
Q3 2024 Reduced 3.9%
$8.94B
$229 Million 0.1% of portfolio
538
Q3 2025 Added 104.56%
$0
$223 Million 0.1% of portfolio
27,144
Q1 2024 Reduced 19.84%
$70.2B
$235 Million 0.1% of portfolio
7,506
Q3 2025 Added 0.77%
$38B
$236 Million 0.1% of portfolio
1,740
Q3 2025 Added 0.58%
$81.2M
$227 Million 0.1% of portfolio
53,600
Q4 2024 New
$13.7B
$234 Million 0.1% of portfolio
5,500
Q2 2024 Reduced 15.38%
$17.7B
$205 Million 0.09% of portfolio
766
Q3 2025 Added 0.66%
$94.5B
$211 Million 0.09% of portfolio
618
Q3 2025 Reduced 0.96%
$39.9B
$205 Million 0.09% of portfolio
1,973
Q3 2025 Reduced 3.0%

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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