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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$593B
$347 Million 0.15% of portfolio
1,234
Q2 2025 Added 1.23%
$61.6B
$319 Million 0.14% of portfolio
11,267
Q3 2025 Reduced 2.88%
$16.4B
$323 Million 0.14% of portfolio
17,272
Q3 2025 Reduced 5.59%
$4.34B
$335 Million 0.14% of portfolio
5,178
Q2 2025 Reduced 7.17%
$300B
$338 Million 0.14% of portfolio
980
Q3 2025 Added 7.1%
$0
$332 Million 0.14% of portfolio
1,387
Q2 2025 Reduced 0.07%
$23.5B
$329 Million 0.14% of portfolio
3,187
Q3 2025 Reduced 11.15%
$0
$296 Million 0.13% of portfolio
3,471
Q3 2025 Added 4.83%
$0
$307 Million 0.13% of portfolio
461
Q2 2025 Added 4.06%
$0
$308 Million 0.13% of portfolio
5,142
Q3 2025 Reduced 0.1%
$633M
$302 Million 0.13% of portfolio
53,700
Q4 2024 Reduced 6.93%
$0
$298 Million 0.13% of portfolio
10,916
Q3 2025 Reduced 3.04%
$1.94B
$288 Million 0.12% of portfolio
7,811
Q2 2025 New
$20.5B
$283 Million 0.12% of portfolio
3,700
Q1 2025 Added 12.12%
$4.29B
$293 Million 0.12% of portfolio
6,000
Q4 2024 Added 116.22%
$99.5B
$272 Million 0.12% of portfolio
6,028
Q3 2025 Added 11.53%
$28.1B
$281 Million 0.12% of portfolio
5,582
Q3 2025 Added 0.29%
$16.1B
$247 Million 0.11% of portfolio
10,763
Q3 2025 Added 9.6%
$0
$247 Million 0.11% of portfolio
1,755
Q3 2025 Added 7.34%
$0
$251 Million 0.11% of portfolio
2,601
Q3 2025 Added 18.33%
$32B
$263 Million 0.11% of portfolio
1,501
Q3 2025 Reduced 1.96%
$62.3B
$265 Million 0.11% of portfolio
2,355
Q3 2025 Reduced 0.55%
$74.3B
$266 Million 0.11% of portfolio
1,324
Q3 2025 Reduced 7.67%
$65.3B
$259 Million 0.11% of portfolio
3,565
Q4 2023 Added 29.4%
$0
$255 Million 0.11% of portfolio
3,330
Q4 2023 Reduced 5.67%
$42.8B
$265 Million 0.11% of portfolio
3,000
Q4 2022 New
$3.34B
$262 Million 0.11% of portfolio
5,294
Q3 2025 Added 45.92%
$52.1B
$250 Million 0.11% of portfolio
20,908
Q3 2025 Reduced 1.4%
$0
$250 Million 0.11% of portfolio
4,265
Q1 2024 Added 400.0%
$0
$259 Million 0.11% of portfolio
431
Q2 2025 Added 1.17%
$0
$268 Million 0.11% of portfolio
17,314
Q3 2025 Added 5.57%
$0
$257 Million 0.11% of portfolio
834
Q3 2025 Reduced 5.98%
$68.6M
$231 Million 0.1% of portfolio
14,773
Q3 2024 Reduced 3.9%
$8.94B
$229 Million 0.1% of portfolio
538
Q3 2025 Added 104.56%
$0
$238 Million 0.1% of portfolio
1,900
Q4 2022 New
Ge Vernova Inc
-
$228 Million 0.1% of portfolio
-
Q3 2025 Added 1.37%
$0
$227 Million 0.1% of portfolio
2,037
Q1 2024 Added 2.52%
$0
$223 Million 0.1% of portfolio
27,144
Q1 2024 Reduced 19.84%
$70.2B
$235 Million 0.1% of portfolio
7,506
Q3 2025 Added 0.77%
$38B
$236 Million 0.1% of portfolio
1,740
Q3 2025 Added 0.58%
$0
$244 Million 0.1% of portfolio
2,421
Q3 2025 Reduced 1.43%
$0
$229 Million 0.1% of portfolio
902
Q3 2025 Reduced 2.38%
$81.2M
$227 Million 0.1% of portfolio
53,600
Q4 2024 New
$13.7B
$234 Million 0.1% of portfolio
5,500
Q2 2024 Reduced 15.38%
$17.7B
$205 Million 0.09% of portfolio
766
Q3 2025 Added 0.66%
$94.5B
$211 Million 0.09% of portfolio
618
Q3 2025 Reduced 0.96%
$39.9B
$205 Million 0.09% of portfolio
1,973
Q3 2025 Reduced 3.0%
$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%

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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