Caldwell Sutter Capital, Inc. Reduced Holdings in Q3 2025

Caldwell Sutter Capital, Inc.

  • $234 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WDAY
Workday, Inc.

Technology
-42
- 4.67%
$213.69 - $247.69 $8.97K - $10.4K
858 $207M
TD
Toronto Dominion Bank

Financial Services
-159
- 28.34%
$72.55 - $79.95 $11.5K - $12.7K
402 $32.1M
TGT
Target Corp

Consumer Defensive
-14
- 1.86%
$86.56 - $107.43 $1.21K - $1.5K
737 $66.1M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-79
- 28.42%
$121.46 - $130.92 $9.6K - $10.3K
199 $25.9M
Solventum Corp Com
-71
- 14.82%
N/A
408 $29.8M
SO
Southern CO

Utilities
-100
- 9.35%
$90.83 - $96.0 $9.08K - $9.6K
969 $91.8M
APD
Air Products & Chemicals, Inc.

Basic Materials
-8
- 1.9%
$265.78 - $299.3 $2.13K - $2.39K
414 $113M
Blackrock Inc
-25
- 12.5%
N/A
175 $204M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-70
- 24.65%
$94.17 - $99.95 $6.59K - $7K
214 $21.4M
MAT
Mattel Inc

Consumer Cyclical
-50
- 3.13%
$16.66 - $20.55 $833 - $1.03K
1.55K $26M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-52
- 24.88%
$135.0 - $146.02 $7.02K - $7.59K
157 $22.9M
TSCO
Tractor Supply CO

Consumer Cyclical
-100
- 40.0%
$54.08 - $62.65 $5.41K - $6.27K
150 $8.53M
SHO
Sunstone Hotel Investors, Inc.

Real Estate
-1.5K
- 11.0%
N/A
12.1K $114M
ATI
Allegheny Technologies Inc

Industrials
-50
- 50.0%
$71.34 - $95.52 $3.57K - $4.78K
50 $4.07M
NOW
Service Now, Inc.

Technology
-1
- 3.85%
$850.86 - $1044.69 $851 - $1.04K
25 $23M
VNQ
Vanguard Specialized Funds Van

ETFs
-50
- 12.92%
$88.47 - $93.24 $4.42K - $4.66K
337 $30.8M
RYN
Rayonier Inc

Real Estate
-200
- 47.06%
$22.68 - $27.11 $4.54K - $5.42K
225 $5.97M
TFC
Truist Financial Corp

Financial Services
-247
- 8.45%
$42.83 - $47.07 $10.6K - $11.6K
2.68K $122M
VBR
Vanguard Small Cap Value ETF

ETFs
-25
- 17.48%
$195.41 - $212.37 $4.89K - $5.31K
118 $24.6M
GKOS
Glaukos Corp

Healthcare
-25
- 55.56%
$79.92 - $106.55 $2K - $2.66K
20 $1.63M
VOE
Vanguard Mid Cap Value Index F

ETFs
-18
- 36.73%
$164.63 - $174.58 $2.96K - $3.14K
31 $5.41M
NFLX
Netflix Inc

Communication Services
-1
- 10.0%
$1147.87 - $1297.18 $1.15K - $1.3K
9 $10.8M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-20
- 34.48%
$148.97 - $165.88 $2.98K - $3.32K
38 $6.25M
EPI
Wisdomtree Tr India Earnings F

ETFs
-20
- 4.4%
$43.79 - $47.63 $876 - $953
435 $19.2M
AMT
American Tower Corp

Real Estate
-10
- 66.67%
$192.32 - $232.35 $1.92K - $2.32K
5 $962K
ILPT
Industrial Logistics Properties Trust

Real Estate
-4.12K
- 24.06%
$4.53 - $6.45 $18.7K - $26.6K
13K $75.8M
MSGS
Madison Square Garden Sports Corp.

Communication Services
-10
- 66.67%
$192.65 - $230.03 $1.93K - $2.3K
5 $1.14M
TROW
Price T Rowe Group Inc

Financial Services
-25
- 23.81%
$98.67 - $111.52 $2.47K - $2.79K
80 $8.21M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1
- 4.55%
$366.54 - $479.53 $367 - $480
21 $8.22M
SLVM
Sylvamo Corp

Basic Materials
-6
- 3.41%
$40.4 - $53.01 $242 - $318
170 $7.5M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-110
- 7.67%
$185.88 - $207.44 $20.4K - $22.8K
1.32K $266M
OGN
Organon & Co.

Healthcare
-159
- 34.64%
$8.4 - $10.85 $1.34K - $1.73K
300 $3.2M
VGT
Vanguard Information Technolog

ETFs
-2
- 25.0%
$656.44 - $753.15 $1.31K - $1.51K
6 $4.48M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-7
- 31.82%
$126.64 - $135.65 $886 - $950
15 $2.04M
FDX
Fedex Corp

Industrials
-4
- 16.0%
$217.1 - $243.2 $868 - $973
21 $4.95M
AMD
Advanced Micro Devices Inc

Technology
-25
- 14.88%
$134.8 - $184.42 $3.37K - $4.61K
143 $23.1M
Franklin Templeton Digital H
-10
- 50.0%
N/A
10 $662K
MET
Metlife Inc

Financial Services
-40
- 2.75%
$73.82 - $82.37 $2.95K - $3.29K
1.41K $116M
UBER
Uber Technologies, Inc

Technology
-35
- 5.47%
$86.91 - $99.57 $3.04K - $3.48K
605 $59.3M
Madison Square Garden Entmt
-10
- 66.67%
N/A
5 $226K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-342
- 3.04%
$26.38 - $27.95 $9.02K - $9.56K
10.9K $298M
IMUX
Immunic, Inc.

Healthcare
-2
- 40.0%
$0.7 - $1.08 $1.4 - $2.16
3 $3K
PEP
Pepsico Inc

Consumer Defensive
-656
- 5.95%
$133.81 - $152.16 $87.8K - $99.8K
10.4K $1.46B
K
Kellogg CO

Consumer Defensive
-34
- 2.49%
$76.96 - $82.02 $2.62K - $2.79K
1.33K $109M
BMO
Bank Of Montreal

Financial Services
-104
- 14.15%
$110.44 - $130.66 $11.5K - $13.6K
631 $82.2M
Digitalbridge Group Inc
-135
- 6.96%
N/A
1.81K $21.1M
JCI
Johnson Controls International PLC

Industrials
-15
- 2.4%
$103.24 - $111.73 $1.55K - $1.68K
611 $67.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
-25
- 3.71%
$192.76 - $203.86 $4.82K - $5.1K
649 $132M
PCG
Pg&E Corp

Utilities
-750
- 6.59%
$13.0 - $15.73 $9.75K - $11.8K
10.6K $160M
Activity Summary
Buys All Purchases 165 New Holdings 40 Increased Positions 125 Sells All Sells 159 Reductions 159 Sold out 0 Options Calls 0 Puts 0
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