Caldwell Sutter Capital, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Caldwell Sutter Capital, Inc.

CIK Number: 0000702007

218.37M
Market Value
840
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 16, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 AAPL Apple Inc.
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4 DGICA Donegal Group I...
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5 KNTK Kinetik Holding...
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6 BRK-B Berkshire Hatha...
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7 MSFT Microsoft Corpo...
506.91
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8 CVX Chevron Corpora...
160.74
+0.98% 18.67K -8.67% 3.12M 166.71 1.49% Share
9 CAT Caterpillar Inc...
463.95
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10 COST Costco Wholesal...
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11 SSBI Summit State Ba...
12.04
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12 PPIH Perma-Pipe Inte...
22.92
-3.37% 226.1K -0.66% 2.81M 9.48 1.34% Share
13 IVV iShares Core S&...
661.15
-0.47% 4.94K -1.24% 2.77M 450.11 1.32% Share
14 VIG Vanguard Divide...
214.43
-0.6% 13.12K +1.10% 2.54M 160.53 1.21% Share
15 NEN New England Rea...
70.02
-3.42% 30.43K +0.16% 2.48M 71.39 1.18% Share
16 JPM JPMorgan Chase ...
313.44
+0.01% 9.57K -5.32% 2.35M 147.78 1.12% Share
17 FSUN FirstSun Capita...
39.71
+0.15% 63.41K -0.41% 2.29M 42.6 1.09% Share
18 IBM International B...
281.33
+5.16% 8.97K -2.74% 2.23M 140.47 1.06% Share
19 INTU Intuit Inc.
692.68
-0.3% 3.4K +8.4K% 2.09M 614.42 0.99% Share
20 BCML BayCom Corp
29.52
-0.81% 82.62K -1.46% 2.08M 19.14 0.99% Share
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