Caldwell Sutter Capital, Inc. Top Holdings and 13F Report (2025) About Caldwell Sutter Capital, Inc.Investment ActivityCaldwell Sutter Capital, Inc. has $210.24 million in total holdings as of March 31, 2025.Caldwell Sutter Capital, Inc. owns shares of 889 different stocks, but just 129 companies or ETFs make up 80% of its holdings.Approximately 3.38% of the portfolio was purchased this quarter.About 3.52% of the portfolio was sold this quarter.This quarter, Caldwell Sutter Capital, Inc. has purchased 898 new stocks and bought additional shares in 128 stocks.Caldwell Sutter Capital, Inc. sold shares of 204 stocks and completely divested from 40 stocks this quarter.Largest Holdings Apple $10,724,116Visa $5,009,943MSA Safety $4,987,313Donegal Group $4,572,043Kinetik $3,802,527 Largest New Holdings this Quarter 46436E718 - iShares 0-3 Month Treasury Bond ETF $486,135 Holding790148100 - St. Joe $165,029 Holding42330P107 - Helix Energy Solutions Group $83,100 Holding464287622 - iShares Russell 1000 ETF $77,605 HoldingY3894J104 - IMPERIAL PETE INC $72,116 Holding Largest Purchases this Quarter Intuit 3,360 shares (about $2.06M)Berkshire Hathaway 1,381 shares (about $735.49K)Summit State Bank 65,434 shares (about $603.96K)iShares 0-3 Month Treasury Bond ETF 4,829 shares (about $486.14K)Hershey 1,744 shares (about $298.28K) Largest Sales this Quarter Black Stone Minerals 36,700 shares (about $560.41K)Apple 1,899 shares (about $421.82K)Chevron 1,772 shares (about $296.44K)Microsoft 403 shares (about $151.29K)Financial Select Sector SPDR Fund 2,827 shares (about $140.81K) 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$10,724,116$421,821 ▼-3.8%48,2795.1%Computer and TechnologyVVisa$5,009,943$118,458 ▼-2.3%14,2952.4%Business ServicesMSAMSA Safety$4,987,3130.0%33,9992.4%IndustrialsDGICADonegal Group$4,572,043$60,853 ▼-1.3%232,9112.2%FinanceKNTKKinetik$3,802,527$38,955 ▼-1.0%73,2101.8%EnergyBRK.BBerkshire Hathaway$3,560,297$735,493 ▲26.0%6,6851.7%FinanceMSFTMicrosoft$3,368,470$151,286 ▼-4.3%8,9731.6%Computer and TechnologyCVXChevron$3,123,032$296,444 ▼-8.7%18,6681.5%EnergyCATCaterpillar$3,054,494$1,319 ▲0.0%9,2621.5%IndustrialsCOSTCostco Wholesale$2,935,671$106,872 ▼-3.5%3,1041.4%Retail/WholesaleSSBISummit State Bank$2,889,951$603,956 ▲26.4%313,1041.4%FinancePPIHPerma-Pipe International$2,810,373$18,645 ▼-0.7%226,0961.3%IndustrialsIVViShares Core S&P 500 ETF$2,774,100$34,838 ▼-1.2%4,9371.3%ETFVIGVanguard Dividend Appreciation ETF$2,544,238$27,741 ▲1.1%13,1151.2%ETFNENNew England Realty Associates Limited Partnership$2,480,766$4,077 ▲0.2%30,4261.2%Real EstateJPMJPMorgan Chase & Co.$2,348,039$131,973 ▼-5.3%9,5721.1%FinanceFIRSTSUN CAP BANCORP$2,292,091$9,435 ▼-0.4%63,4051.1%COMIBMInternational Business Machines$2,230,852$62,914 ▼-2.7%8,9711.1%Computer and TechnologyINTUIntuit$2,087,566$2,063,006 ▲8,400.0%3,4001.0%Computer and TechnologyBCMLBayCom$2,079,520$30,909 ▼-1.5%82,6191.0%FinanceKYNKayne Anderson Energy Infrastructure Fund$2,019,464$76,467 ▼-3.6%157,4021.0%Financial ServicesAXPAmerican Express$1,993,476$2,691 ▼-0.1%7,4090.9%FinanceMCIBarings Corporate Investors$1,983,3520.0%84,6140.9%FinanceINBKFirst Internet Bancorp$1,914,931$26,780 ▼-1.4%71,5060.9%FinanceSENEASeneca Foods$1,888,182$8,904 ▼-0.5%21,2060.9%Consumer StaplesBANRBanner$1,880,705$127,540 ▼-6.4%29,4920.9%FinanceMETAMeta Platforms$1,838,012$3,458 ▲0.2%3,1890.9%Computer and TechnologyXOMExxon Mobil$1,819,309$37,107 ▼-2.0%15,2970.9%EnergyCSCOCisco Systems$1,806,713$72,572 ▼-3.9%29,2770.9%Computer and TechnologyPKBKParke Bancorp$1,780,568$17,050 ▼-0.9%94,5100.8%FinanceVTIVanguard Total Stock Market ETF$1,725,4460.0%6,2780.8%ETFUMHUMH Properties$1,686,628$37,400 ▼-2.2%90,1940.8%FinancePFEPfizer$1,633,339$30,737 ▼-1.8%64,4570.8%MedicalPEPPepsiCo$1,615,430$100,308 ▲6.6%10,7740.8%Consumer StaplesIGMiShares Expanded Tech Sector ETF$1,532,5040.0%16,9020.7%ETFWLYJohn Wiley & Sons$1,512,2010.0%33,9360.7%Consumer StaplesUNPUnion Pacific$1,478,154$16,301 ▲1.1%6,2570.7%TransportationNAIINatural Alternatives International$1,447,862$28,948 ▲2.0%420,8900.7%MedicalCOMMUNITY WEST BANCSHARES$1,368,943$11,605 ▼-0.8%74,0770.7%NEW COMMODModine Manufacturing$1,338,4430.0%17,4390.6%Auto/Tires/TrucksHDHome Depot$1,305,772$90,154 ▲7.4%3,5630.6%Retail/WholesaleABBVAbbVie$1,249,361$47,561 ▼-3.7%5,9630.6%MedicalTAT&T$1,213,400$93,549 ▼-7.2%42,9070.6%Computer and TechnologyPIMCO ETF TR$1,212,647$7,120 ▼-0.6%13,1140.6%ACTIVE BD ETFWMWaste Management$1,180,469$115,755 ▼-8.9%5,0990.6%Business ServicesVZVerizon Communications$1,166,152$20,185 ▼-1.7%25,7090.6%Computer and TechnologyMCDMcDonald's$1,163,683$35,926 ▲3.2%3,7250.6%Retail/WholesaleAMRKA-Mark Precious Metals$1,121,405$32,981 ▼-2.9%44,2020.5%Consumer DiscretionaryELSEElectro-Sensors$1,071,099$11,559 ▼-1.1%243,9860.5%Computer and TechnologyJNJJohnson & Johnson$1,070,938$5,804 ▲0.5%6,4580.5%MedicalHONHoneywell International$1,067,4320.0%5,0410.5%Multi-Sector ConglomeratesVUGVanguard Growth ETF$1,034,131$51,910 ▼-4.8%2,7890.5%ETFITICInvestors Title$1,022,179$12,777 ▼-1.2%4,2400.5%FinanceAXRAMREP$1,017,979$30,075 ▼-2.9%50,7720.5%FinanceGILDGilead Sciences$1,009,575$78,099 ▼-7.2%9,0100.5%MedicalHSYHershey$1,008,051$298,276 ▲42.0%5,8940.5%Consumer StaplesCSWICSW Industrials$965,5140.0%3,3120.5%Basic MaterialsCSWCCapital Southwest$931,369$15,624 ▼-1.6%41,7280.4%FinanceCPCanadian Pacific Kansas City$930,2830.0%13,2500.4%TransportationAIVApartment Investment and Management$922,240$44,000 ▲5.0%104,8000.4%FinanceXLEEnergy Select Sector SPDR Fund$915,623$7,943 ▼-0.9%9,7980.4%ETFSMBKSmartFinancial$883,6350.0%28,4310.4%FinanceTLTiShares 20+ Year Treasury Bond ETF$883,603$19,935 ▲2.3%9,7070.4%ETFBACBank of America$883,050$32,883 ▲3.9%21,1610.4%FinanceNRIMNorthrim BanCorp$864,069$26,799 ▼-3.0%11,8010.4%FinanceBSMBlack Stone Minerals$851,913$560,409 ▼-39.7%55,7900.4%EnergyARLAmerican Realty Investors$848,636$4,117 ▼-0.5%77,5010.4%FinanceNICKNicholas Financial$843,757$13,015 ▼-1.5%140,1590.4%FinanceENBEnbridge$820,311$55,255 ▼-6.3%18,5130.4%EnergyWMTWalmart$815,042$22,123 ▼-2.6%9,2840.4%Retail/WholesalePGProcter & Gamble$801,557$13,635 ▼-1.7%4,7030.4%Consumer StaplesBRK.ABerkshire Hathaway$798,4420.0%10.4%FinanceMPVBarings Participation Investors$796,8230.0%45,1970.4%FinanceOKEONEOK$780,961$60,028 ▼-7.1%7,8710.4%EnergyBABoeing$774,979$41,955 ▼-5.1%4,5440.4%AerospaceDUKDuke Energy$763,166$40,616 ▼-5.1%6,2570.4%UtilitiesVTVVanguard Value ETF$761,336$2,073 ▲0.3%4,4070.4%ETFLDURPIMCO Low Duration Exchange-Traded Fund$750,708$7,870 ▲1.1%7,8220.4%ETFDISWalt Disney$741,437$281,197 ▲61.1%7,5120.4%Consumer DiscretionaryWMBWilliams Companies$714,431$67,409 ▼-8.6%11,9550.3%EnergyDITAMCON Distributing$691,982$12,082 ▼-1.7%5,8990.3%Retail/WholesaleKVUEKenvue$684,965$93,714 ▲15.9%28,5640.3%Consumer StaplesLMTLockheed Martin$683,020$52,712 ▼-7.2%1,5290.3%AerospaceDLRDigital Realty Trust$682,575$47,282 ▼-6.5%4,7640.3%FinanceONBOld National Bancorp$678,3340.0%32,0120.3%FinanceHMSTHomeStreet$669,180$11,740 ▼-1.7%57,0000.3%FinanceBKBank of New York Mellon$666,1790.0%7,9430.3%FinanceSSBKSouthern States Bancshares$664,7360.0%18,5940.3%FinanceKOCoca-Cola$650,031$4,226 ▼-0.6%9,0760.3%Consumer StaplesUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$634,542$12,029 ▲1.9%12,6080.3%FinanceCETCentral Securities$629,665$52,423 ▲9.1%14,0050.3%FinanceMRKMerck & Co., Inc.$618,716$33,570 ▲5.7%6,8930.3%MedicalSBUXStarbucks$615,417$30,800 ▼-4.8%6,2740.3%Retail/WholesaleQCOMQUALCOMM$608,713$35,328 ▼-5.5%3,9630.3%Computer and TechnologyVOOVanguard S&P 500 ETF$605,900$296,526 ▲95.8%1,1790.3%ETFCLXClorox$603,283$26,358 ▼-4.2%4,0970.3%Consumer StaplesVDEVanguard Energy ETF$599,260$49,290 ▼-7.6%4,6200.3%ETFGOOGAlphabet$598,830$53,274 ▼-8.2%3,8330.3%Computer and TechnologyDHRDanaher$593,885$30,750 ▼-4.9%2,8970.3%MedicalFSBWFS Bancorp$583,530$4,409 ▼-0.7%15,3520.3%FinanceShowing 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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