Caldwell Sutter Capital, Inc. Top Holdings and 13F Report (2025) About Caldwell Sutter Capital, Inc.Investment ActivityCaldwell Sutter Capital, Inc. has $218.37 million in total holdings as of June 30, 2025.Caldwell Sutter Capital, Inc. owns shares of 860 different stocks, but just 127 companies or ETFs make up 80% of its holdings.Approximately 2.10% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Caldwell Sutter Capital, Inc. has purchased 889 new stocks and bought additional shares in 140 stocks.Caldwell Sutter Capital, Inc. sold shares of 163 stocks and completely divested from 53 stocks this quarter.Largest Holdings Apple $9,824,815MSA Safety Incorporporated $5,578,581Perma-Pipe International $5,515,192Visa $4,979,095Donegal Group $4,526,211 Largest New Holdings this Quarter 65342T106 - NI $371,282 Holding75970E107 - Renasant $280,649 Holding540424108 - Loews $121,450 Holding20786W107 - ConnectOne Bancorp $106,443 Holding69608A108 - PALANTIR TECHNOLOGIES INC $69,523 Holding Largest Purchases this Quarter Summit State Bank 36,160 shares (about $391.97K)NI 29,143 shares (about $371.28K)Perma-Pipe International 15,058 shares (about $344.38K)iShares 0-3 Month Treasury Bond ETF 3,150 shares (about $317.17K)Renasant 7,811 shares (about $280.65K) Largest Sales this Quarter Glaukos 2,868 shares (about $296.23K)Chevron 1,506 shares (about $215.65K)Microsoft 317 shares (about $157.68K)Intuit 200 shares (about $157.53K)Vanguard S&P 500 ETF 269 shares (about $152.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCaldwell Sutter Capital, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$9,824,815$80,632 ▼-0.8%47,8864.5%Computer and TechnologyMSAMSA Safety Incorporporated$5,578,581$117,271 ▼-2.1%33,2992.6%IndustrialsPPIHPerma-Pipe International$5,515,192$344,376 ▲6.7%241,1542.5%IndustrialsVVisa$4,979,095$96,216 ▼-1.9%14,0242.3%Business ServicesDGICADonegal Group$4,526,211$137,832 ▼-3.0%226,0282.1%FinanceMSFTMicrosoft$4,305,543$157,678 ▼-3.5%8,6562.0%Computer and TechnologySSBISummit State Bank$3,786,023$391,975 ▲11.5%349,2641.7%FinanceCATCaterpillar$3,573,861$21,740 ▼-0.6%9,2061.6%IndustrialsBRK.BBerkshire Hathaway$3,213,369$34,004 ▼-1.0%6,6151.5%FinanceKINETIK HOLDINGS INC COM$3,207,281$17,620 ▼-0.5%72,8101.5%NEW CL AIVViShares Core S&P 500 ETF$3,062,279$3,105 ▼-0.1%4,9321.4%ETFCOSTCostco Wholesale$3,043,090$29,698 ▼-1.0%3,0741.4%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$2,902,897$218,592 ▲8.1%14,1831.3%ETFJPMJPMorgan Chase & Co.$2,750,653$24,352 ▼-0.9%9,4881.3%FinanceIBMInternational Business Machines$2,605,536$38,911 ▼-1.5%8,8391.2%Computer and TechnologyINTUIntuit$2,520,416$157,526 ▼-5.9%3,2001.2%Computer and TechnologyCVXChevron$2,457,467$215,648 ▼-8.1%17,1621.1%EnergyMETAMeta Platforms$2,346,388$7,381 ▼-0.3%3,1791.1%Computer and TechnologyAXPAmerican Express$2,340,790$22,649 ▼-1.0%7,3381.1%FinanceBCMLBay Commercial Bank$2,284,108$5,265 ▼-0.2%82,4291.0%FinanceNENNew England Realty Associates Limited Partnership$2,209,521$14,620 ▼-0.7%30,2261.0%Real EstateFIRSTSUN CAP BANCORP$2,203,3240.0%63,4051.0%COMSENEASeneca Foods$2,114,410$36,515 ▼-1.7%20,8461.0%Consumer StaplesINBKFirst Internet Bancorp$2,112,538$189,026 ▲9.8%78,5331.0%FinanceCSCOCisco Systems$2,015,755$15,472 ▼-0.8%29,0540.9%Computer and TechnologyKYNKayne Anderson Energy Infrastructure Fund$1,958,377$43,782 ▼-2.2%153,9600.9%Financial ServicesPKBKParke Bancorp$1,925,1690.0%94,5100.9%FinanceBANRBanner$1,891,9120.0%29,4920.9%FinanceVTIVanguard Total Stock Market ETF$1,862,483$45,589 ▼-2.4%6,1280.9%ETFMCIBarings Corporate Investors$1,832,7390.0%84,6140.8%FinanceIGMiShares Expanded Tech Sector ETF$1,811,145$87,625 ▼-4.6%16,1220.8%ETFMODModine Manufacturing$1,698,042$19,700 ▼-1.1%17,2390.8%Auto/Tires/TrucksPFEPfizer$1,581,089$18,641 ▲1.2%65,2260.7%MedicalWLYJohn Wiley & Sons$1,508,953$5,623 ▼-0.4%33,8100.7%Consumer StaplesXOMExxon Mobil$1,507,006$141,969 ▼-8.6%13,9800.7%EnergyUMHUMH Properties$1,502,252$12,106 ▼-0.8%89,4730.7%FinancePEPPepsiCo$1,455,588$33,010 ▲2.3%11,0240.7%Consumer StaplesUNPUnion Pacific$1,449,734$10,124 ▲0.7%6,3010.7%TransportationCOMMUNITY WEST BANCSHARES$1,445,2420.0%74,0770.7%NEW COMNAIINatural Alternatives International$1,375,789$4,730 ▼-0.3%419,4480.6%MedicalHDHome Depot$1,304,845$1,467 ▼-0.1%3,5590.6%Retail/WholesaleTAT&T$1,227,316$14,412 ▼-1.2%42,4090.6%Computer and TechnologyVUGVanguard Growth ETF$1,219,527$3,069 ▼-0.3%2,7820.6%ETFHONHoneywell International$1,173,9480.0%5,0410.5%Multi-Sector ConglomeratesWMWaste Management$1,166,7530.0%5,0990.5%Business ServicesPIMCO ETF TR$1,153,880$54,938 ▼-4.5%12,5180.5%ACTIVE BD ETFABBVAbbVie$1,120,221$13,365 ▲1.2%6,0350.5%MedicalVZVerizon Communications$1,110,572$1,861 ▼-0.2%25,6660.5%Computer and TechnologyNRIMNorthrim BanCorp$1,100,5610.0%11,8010.5%FinanceMCDMcDonald's$1,083,756$4,675 ▼-0.4%3,7090.5%Retail/WholesaleAXRAMREP$1,062,6580.0%50,7720.5%FinanceELSEElectro-Sensors$1,057,800$25,661 ▲2.5%250,0520.5%Computer and TechnologyCPCanadian Pacific Kansas City$1,050,3280.0%13,2500.5%TransportationARLAmerican Realty Investors$1,036,690$57,624 ▼-5.3%73,4200.5%FinanceJNJJohnson & Johnson$999,431$12,984 ▲1.3%6,5430.5%MedicalBACBank of America$994,435$6,909 ▼-0.7%21,0150.5%FinanceHSYHershey$983,918$5,808 ▲0.6%5,9290.5%Consumer StaplesAMRKA-Mark Precious Metals$980,4000.0%44,2020.4%Consumer DiscretionaryGILDGilead Sciences$974,124$24,835 ▼-2.5%8,7860.4%MedicalSMBKSmartFinancial$960,3990.0%28,4310.4%FinanceDISWalt Disney$932,187$620 ▲0.1%7,5170.4%Consumer DiscretionaryCSWCCapital Southwest$904,786$14,899 ▼-1.6%41,0520.4%FinanceWMTWalmart$903,585$4,205 ▼-0.5%9,2410.4%Retail/WholesaleITICInvestors Title$895,9120.0%4,2400.4%FinanceAIVApartment Investment and Management$894,047$12,473 ▼-1.4%103,3580.4%FinanceMPVBarings Participation Investors$879,913$28,999 ▼-3.2%43,7550.4%FinanceCSW INDUSTRIALS INC$863,932$86,049 ▼-9.1%3,0120.4%COMBABoeing$862,425$89,679 ▼-9.4%4,1160.4%AerospaceENBEnbridge$838,692$317 ▼0.0%18,5060.4%EnergyTLTiShares 20+ Year Treasury Bond ETF$833,215$23,385 ▼-2.7%9,4420.4%ETFXLEEnergy Select Sector SPDR Fund$816,381$14,587 ▼-1.8%9,6260.4%ETFDLRDigital Realty Trust$810,922$19,523 ▼-2.4%4,6520.4%FinanceSGOViShares 0-3 Month Treasury Bond ETF$803,406$317,174 ▲65.2%7,9790.4%ETFVTVVanguard Value ETF$801,234$22,271 ▲2.9%4,5330.4%ETFUSFRWisdomTree Floating Rate Treasury Fund$776,786$142,478 ▲22.5%15,4400.4%FinanceNICKNicholas Financial$765,435$5,440 ▼-0.7%139,1700.4%FinancePGProcter & Gamble$751,297$2,071 ▲0.3%4,7160.3%Consumer StaplesHMSTHomeStreet$744,9900.0%57,0000.3%FinanceDUKDuke Energy$729,948$8,378 ▼-1.1%6,1860.3%UtilitiesBSMBlack Stone Minerals$729,7330.0%55,7900.3%EnergyBRK.ABerkshire Hathaway$728,8000.0%10.3%FinanceLMTLockheed Martin$728,056$19,915 ▲2.8%1,5720.3%AerospaceWMBWilliams Companies$726,837$24,056 ▼-3.2%11,5720.3%EnergyBKBank of New York Mellon$723,6870.0%7,9430.3%FinanceLDURPIMCO Low Duration Exchange-Traded Fund$705,697$43,890 ▼-5.9%7,3640.3%ETFONBOld National Bancorp$683,1360.0%32,0120.3%FinanceCETCentral Securities$670,2790.0%14,0050.3%FinanceSSBKSouthern States Bancshares$663,171$13,093 ▼-1.9%18,2340.3%FinancePMPhilip Morris International$654,393$2,732 ▼-0.4%3,5930.3%Consumer StaplesAMZNAmazon.com$650,491$37,077 ▲6.0%2,9650.3%Retail/WholesaleDITAMCON Distributing$649,4800.0%5,8990.3%Retail/WholesaleQCOMQUALCOMM$643,478$12,264 ▲1.9%4,0400.3%Computer and TechnologyKOCocaCola$633,084$9,056 ▼-1.4%8,9480.3%Consumer StaplesLGLThe LGL Group$616,100$18,014 ▼-2.8%80,8530.3%Computer and TechnologyGOOGAlphabet$607,206$72,730 ▼-10.7%3,4230.3%Computer and TechnologyKVUEKenvue$597,8450.0%28,5640.3%Consumer StaplesUPSUnited Parcel Service$597,585$197,344 ▲49.3%5,9200.3%TransportationFSBWFS Bancorp$596,292$8,270 ▼-1.4%15,1420.3%FinanceOKEONEOK$594,348$48,162 ▼-7.5%7,2810.3%EnergyNVDANVIDIA$591,357$15,167 ▲2.6%3,7430.3%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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