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
$59.5B
$122 Million 0.05% of portfolio
2,677
Q3 2025 Reduced 8.45%
$37B
$116 Million 0.05% of portfolio
1,266
Q1 2025 Reduced 7.32%
$28.3B
$109 Million 0.05% of portfolio
1,330
Q3 2025 Reduced 2.49%
$947M
$114 Million 0.05% of portfolio
4,596
Q2 2025 New
$75.4B
$115 Million 0.05% of portfolio
880
Q1 2025 Reduced 7.37%
$110M
$124 Million 0.05% of portfolio
7,126
Q1 2025 Reduced 13.37%
$122M
$99.3 Million 0.04% of portfolio
18,500
Q4 2022 New
$379M
$101 Million 0.04% of portfolio
14,000
Q3 2025 Added 40.0%
$329M
$90.8 Million 0.04% of portfolio
15,000
Q4 2022 New
$9.84B
$104 Million 0.04% of portfolio
2,000
Q3 2025 Reduced 9.09%
$0
$82.3 Million 0.04% of portfolio
22,299
Q3 2025 Reduced 5.0%
$340M
$84 Million 0.04% of portfolio
5,036
Q1 2025 Reduced 2.67%
$1.52B
$93.4 Million 0.04% of portfolio
2,102
Q3 2025 Reduced 22.69%
$342B
$91.2 Million 0.04% of portfolio
500
Q3 2025 Reduced 1.96%
$971B
$83.2 Million 0.04% of portfolio
109
Q3 2025 Reduced 61.62%
$165M
$93.9 Million 0.04% of portfolio
10,065
Q2 2023 Added 43.79%
$98.6B
$91.8 Million 0.04% of portfolio
969
Q3 2025 Reduced 9.35%
$10.4B
$95.6 Million 0.04% of portfolio
900
Q2 2024 Reduced 52.0%
$83.6B
$82.2 Million 0.04% of portfolio
631
Q3 2025 Reduced 14.15%
$134M
$102 Million 0.04% of portfolio
122,830
Q2 2025 Reduced 14.0%
$1.83B
$96.8 Million 0.04% of portfolio
720
Q2 2024 Reduced 36.23%
$89.7B
$63.9 Million 0.03% of portfolio
317
Q3 2025 Added 5.67%
$81.8B
$67.2 Million 0.03% of portfolio
611
Q3 2025 Reduced 2.4%
$370M
$75.8 Million 0.03% of portfolio
13,010
Q3 2025 Reduced 24.06%
$64.9B
$59 Million 0.03% of portfolio
1,894
Q1 2024 Added 140.97%
$9.96B
$58.6 Million 0.03% of portfolio
1,450
Q2 2023 New
$99.7B
$65.3 Million 0.03% of portfolio
339
Q2 2023 New
$76.2B
$78.5 Million 0.03% of portfolio
1,256
Q2 2025 Added 0.8%
$47.8B
$60.7 Million 0.03% of portfolio
900
Q2 2025 Reduced 6.44%
$69.1B
$60 Million 0.03% of portfolio
712
Q3 2025 Added 4.4%
$237B
$80.3 Million 0.03% of portfolio
339
Q3 2025 Reduced 27.72%
$102B
$60 Million 0.03% of portfolio
419
Q3 2025 Reduced 17.68%
$243M
$58.9 Million 0.03% of portfolio
3,745
Q3 2025 Reduced 11.88%
$11.3B
$80.9 Million 0.03% of portfolio
465
Q2 2024 New
$41.4B
$66.1 Million 0.03% of portfolio
737
Q3 2025 Reduced 1.86%
$181B
$59.3 Million 0.03% of portfolio
605
Q3 2025 Reduced 5.47%
$123B
$60.1 Million 0.03% of portfolio
213
Q2 2023 Added 14.52%
$17.6B
$72.7 Million 0.03% of portfolio
956
Q1 2023 New
$2.24B
$78.3 Million 0.03% of portfolio
4,141
Q3 2025 Added 2.6%
$3.17B
$63.5 Million 0.03% of portfolio
3,116
Q3 2023 Reduced 24.3%
$19.9B
$66.8 Million 0.03% of portfolio
857
Q3 2025 Added 0.59%
$741M
$74.4 Million 0.03% of portfolio
27,650
Q2 2025 Added 172.41%
$1.03B
$65.6 Million 0.03% of portfolio
10,000
Q1 2025 New
$5.56B
$77.1 Million 0.03% of portfolio
1,025
Q4 2024 Added 32.26%
$190B
$60.6 Million 0.03% of portfolio
597
Q1 2025 Reduced 40.12%
$19.3B
$60.6 Million 0.03% of portfolio
650
Q1 2025 Reduced 2.4%
$100B
$66.2 Million 0.03% of portfolio
1,086
Q3 2025 Reduced 4.57%
$21.5B
$66.7 Million 0.03% of portfolio
910
Q3 2025 Reduced 2.15%
$58.4M
$77.7 Million 0.03% of portfolio
16,236
Q3 2024 Reduced 21.53%

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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