Caldwell Sutter Capital, Inc. Portfolio Holdings

Caldwell Sutter Capital, Inc.

  • $236 Billion
  • Q4 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$196M
$7.14 Billion 3.03% of portfolio
235,238
Q4 2025 Reduced 2.45%
$247M
$4.75 Billion 2.01% of portfolio
106,283
Q4 2025 Added 0.57%
$72.9M
$4.03 Billion 1.71% of portfolio
346,813
Q4 2025 Reduced 0.72%
$258M
$2.29 Billion 0.97% of portfolio
91,600
Q4 2025 Reduced 3.08%
$252M
$1.87 Billion 0.79% of portfolio
29,019
Q4 2025 Reduced 3.99%
$170M
$1.6 Billion 0.68% of portfolio
76,899
Q4 2025 Reduced 1.71%
$239M
$1.51 Billion 0.64% of portfolio
103,215
Q3 2025 Added 81.08%
$131M
$1.23 Billion 0.52% of portfolio
46,204
Q3 2025 Added 291.53%
$243M
$1.15 Billion 0.49% of portfolio
71,832
Q4 2025 Reduced 2.16%
$109M
$945 Million 0.4% of portfolio
50,272
Q4 2025 Reduced 0.49%
$80.4M
$943 Million 0.4% of portfolio
33,228
Q4 2025 Reduced 15.87%
$68.7M
$522 Million 0.22% of portfolio
5,004
Q4 2025 Reduced 10.74%
$81.2M
$229 Million 0.1% of portfolio
53,600
Q4 2024 New
$68.6M
$208 Million 0.09% of portfolio
14,773
Q3 2024 Reduced 3.9%
$137M
$180 Million 0.08% of portfolio
8,818
Q4 2022 New
$152M
$146 Million 0.06% of portfolio
5,500
Q3 2025 New
$292M
$113 Million 0.05% of portfolio
18,309
Q4 2025 Reduced 23.62%
$200M
$119 Million 0.05% of portfolio
3,272
Q4 2024 Reduced 23.41%
$165M
$101 Million 0.04% of portfolio
10,065
Q2 2023 Added 43.79%
$122M
$92.9 Million 0.04% of portfolio
18,500
Q4 2022 New
$58.4M
$72.1 Million 0.03% of portfolio
16,236
Q3 2024 Reduced 21.53%
$243M
$49.8 Million 0.02% of portfolio
3,339
Q4 2025 Reduced 10.84%
$144M
$48.6 Million 0.02% of portfolio
20,232
Q4 2025 Reduced 5.46%
$110M
$36.7 Million 0.02% of portfolio
2,374
Q4 2025 Reduced 66.69%
$79.5M
$128,000 0.0% of portfolio
200
Q2 2023 New
$136M
$316,000 0.0% of portfolio
140
Q4 2024 Reduced 17.65%
$53.2M
$41,000 0.0% of portfolio
52
Q2 2023 New
$71.7M
$3,000 0.0% of portfolio
5
Q2 2023 New
$126M
$995,000 0.0% of portfolio
500
Q4 2024 New
$217M
$0 0.0% of portfolio
1,000
Q3 2025 New
$237M
$682,000 0.0% of portfolio
54
Q4 2022 New
$75.4M
$4.85 Million 0.0% of portfolio
505
Q4 2022 New
$269M
$2.08 Million 0.0% of portfolio
200
Q1 2025 Reduced 9.09%
$79.3M
$1.2 Million 0.0% of portfolio
200
Q1 2025 New
$213M
$1.12 Million 0.0% of portfolio
400
Q4 2022 New
$235M
$30,000 0.0% of portfolio
1
Q1 2023 New
$55.6M
$5.8 Million 0.0% of portfolio
2,000
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 877
  • Current Value $236 Billion
  • Prior Value $234 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 30, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 47 stocks
  • Additional Purchases 152 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 166 stocks
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