Caldwell Sutter Capital, Inc. has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $236 Billion distributed in 877 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.2B, Perma Pipe International Holdings, Inc. with a value of $7.14B, Msa Safety Inc with a value of $5.15B, Caterpillar Inc with a value of $4.93B, and Plumas Bancorp with a value of $4.75B.
Examining the 13F form we can see an increase of $1.75B in the current position value, from $234B to 236B.
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
$236 Billion
Financial Services: $62.9 Billion
ETFs: $36.1 Billion
Technology: $30 Billion
Industrials: $28.3 Billion
Consumer Defensive: $15.6 Billion
Energy: $12.2 Billion
Healthcare: $9.8 Billion
Real Estate: $9.31 Billion
Other: $21.9 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
