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
$46.4B
$207 Million 0.09% of portfolio
858
Q3 2025 Reduced 4.67%
$72.3B
$202 Million 0.09% of portfolio
1,811
Q2 2025 Reduced 0.22%
$20.8B
$220 Million 0.09% of portfolio
9,401
Q3 2025 Reduced 0.38%
$73.7B
$209 Million 0.09% of portfolio
2,488
Q1 2025 Reduced 15.06%
$24.9B
$211 Million 0.09% of portfolio
2,100
Q3 2025 Added 58.49%
$29B
$218 Million 0.09% of portfolio
7,554
Q2 2025 Added 4,120.11%
$52.4B
$214 Million 0.09% of portfolio
6,230
Q3 2025 Added 0.32%
$137M
$184 Million 0.08% of portfolio
8,818
Q4 2022 New
$65.2B
$192 Million 0.08% of portfolio
454
Q3 2025 Reduced 1.52%
$0
$187 Million 0.08% of portfolio
5,100
Q4 2022 New
$18.3B
$185 Million 0.08% of portfolio
3,784
Q1 2025 Reduced 7.35%
$390M
$194 Million 0.08% of portfolio
4,200
Q3 2024 Reduced 6.67%
$103B
$189 Million 0.08% of portfolio
2,512
Q3 2025 Added 0.68%
$822M
$190 Million 0.08% of portfolio
11,000
Q3 2025 New
$2.12B
$196 Million 0.08% of portfolio
7,619
Q3 2025 Reduced 5.15%
$13.3B
$185 Million 0.08% of portfolio
3,987
Q3 2025 Added 0.23%
$808M
$197 Million 0.08% of portfolio
25,000
Q1 2024 New
$3.13B
$198 Million 0.08% of portfolio
10,900
Q4 2024 Reduced 15.5%
$68.5B
$183 Million 0.08% of portfolio
1,348
Q3 2025 Reduced 0.74%
$61.4B
$189 Million 0.08% of portfolio
926
Q3 2025 Reduced 5.7%
$79.2B
$156 Million 0.07% of portfolio
2,232
Q3 2025 Reduced 6.61%
$326M
$165 Million 0.07% of portfolio
8,000
Q3 2025 Reduced 15.79%
$0
$171 Million 0.07% of portfolio
10,900
Q3 2025 Added 5.83%
$52.5B
$172 Million 0.07% of portfolio
10,006
Q3 2025 Reduced 10.23%
$0
$171 Million 0.07% of portfolio
9,389
Q3 2025 Reduced 12.33%
$232M
$174 Million 0.07% of portfolio
7,132
Q2 2025 Reduced 6.55%
$45.2B
$174 Million 0.07% of portfolio
2,922
Q1 2025 Reduced 3.31%
$11.8B
$161 Million 0.07% of portfolio
9,418
Q3 2025 Added 1.41%
$197B
$154 Million 0.07% of portfolio
750
Q3 2025 Added 0.27%
$32.8B
$160 Million 0.07% of portfolio
10,627
Q3 2025 Reduced 6.59%
$104B
$139 Million 0.06% of portfolio
475
Q2 2023 New
$1.06B
$136 Million 0.06% of portfolio
7,722
Q3 2024 Reduced 3.04%
$437M
$133 Million 0.06% of portfolio
7,300
Q1 2024 Reduced 6.41%
$3.33B
$141 Million 0.06% of portfolio
2,700
Q4 2022 New
$292M
$134 Million 0.06% of portfolio
23,971
Q1 2023 Added 1.78%
$3.83B
$135 Million 0.06% of portfolio
3,527
Q3 2025 Added 0.2%
$21B
$135 Million 0.06% of portfolio
2,097
Q3 2025 Reduced 0.66%
$9.38B
$131 Million 0.06% of portfolio
4,135
Q3 2025 Added 19.37%
$113B
$146 Million 0.06% of portfolio
1,541
Q2 2025 Reduced 3.69%
$69.4B
$150 Million 0.06% of portfolio
1,831
Q1 2025 Added 4.87%
$152M
$140 Million 0.06% of portfolio
5,500
Q3 2025 New
$270B
$152 Million 0.06% of portfolio
955
Q2 2025 Reduced 2.05%
$62.7B
$116 Million 0.05% of portfolio
1,413
Q3 2025 Reduced 2.75%
$2.16B
$114 Million 0.05% of portfolio
12,140
Q3 2025 Reduced 11.0%
$57.5B
$113 Million 0.05% of portfolio
414
Q3 2025 Reduced 1.9%
$144B
$124 Million 0.05% of portfolio
272
Q3 2025 Reduced 0.37%
$200M
$121 Million 0.05% of portfolio
3,272
Q4 2024 Reduced 23.41%
$59.8B
$108 Million 0.05% of portfolio
573
Q3 2025 Reduced 2.55%
$35B
$123 Million 0.05% of portfolio
7,250
Q2 2023 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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