Caldwell Sutter Capital, Inc.
CIK Number: 0000702007
Main Sectors:
Top Industries:
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. | 239.78 | +0.55% | 48.28K | -3.78% | 10.72M | 143.09 | 5.10% | Share |
| 2 | V | Visa Inc. | 350.54 | -0.09% | 14.29K | -2.31% | 5.01M | 220.58 | 2.38% | Share |
| 3 | MSA | MSA Safety Inco... | 172.22 | +1.89% | 34K | 0.00% | 4.99M | 141.96 | 2.37% | Share |
| 4 | DGICA | Donegal Group I... | 19.47 | +5.87% | 232.91K | -1.31% | 4.57M | 14.19 | 2.17% | Share |
| 5 | KNTK | Kinetik Holding... | 42.70 | +3.02% | 73.21K | -1.01% | 3.8M | 33.21 | 1.81% | Share |
| 6 | BRK-B | Berkshire Hatha... | 506.82 | +1.06% | 6.68K | +26.04% | 3.56M | 413.48 | 1.69% | Share |
| 7 | MSFT | Microsoft Corpo... | 507.97 | +0.52% | 8.97K | -4.3% | 3.37M | 278.34 | 1.60% | Share |
| 8 | CVX | Chevron Corpora... | 157.73 | -0.21% | 18.67K | -8.67% | 3.12M | 166.71 | 1.49% | Share |
| 9 | CAT | Caterpillar Inc... | 420.30 | +1.25% | 9.26K | +0.04% | 3.05M | 240.14 | 1.45% | Share |
| 10 | COST | Costco Wholesal... | 955.90 | +0.64% | 3.1K | -3.51% | 2.94M | 470.53 | 1.40% | Share |
| 11 | SSBI | Summit State Ba... | 11.88 | +0.04% | 313.1K | +26.42% | 2.89M | 13.02 | 1.37% | Share |
| 12 | PPIH | Perma-Pipe Inte... | 31.43 | -1.78% | 226.1K | -0.66% | 2.81M | 9.48 | 1.34% | Share |
| 13 | IVV | iShares Core S&... | 652.24 | +0.83% | 4.94K | -1.24% | 2.77M | 450.11 | 1.32% | Share |
| 14 | VIG | Vanguard Divide... | 211.73 | +0.69% | 13.12K | +1.10% | 2.54M | 160.53 | 1.21% | Share |
| 15 | NEN | New England Rea... | 72.00 | +1.25% | 30.43K | +0.16% | 2.48M | 71.39 | 1.18% | Share |
| 16 | JPM | JPMorgan Chase ... | 303.87 | +1.46% | 9.57K | -5.32% | 2.35M | 147.78 | 1.12% | Share |
| 17 | FSUN | FirstSun Capita... | 38.64 | +0.57% | 63.41K | -0.41% | 2.29M | 42.6 | 1.09% | Share |
| 18 | IBM | International B... | 247.30 | +1.31% | 8.97K | -2.74% | 2.23M | 140.47 | 1.06% | Share |
| 19 | INTU | Intuit Inc. | 668.29 | -0.06% | 3.4K | +8.4K% | 2.09M | 614.42 | 0.99% | Share |
| 20 | BCML | BayCom Corp | 30.07 | +1.04% | 82.62K | -1.46% | 2.08M | 19.14 | 0.99% | Share |
| 21 | AXP | American Expres... | 330.72 | +2.17% | 7.41K | -0.13% | 1.99M | 174.83 | 0.95% | Share |
| 22 | MCI | Barings Corpora... | 21.41 | -1.11% | 84.61K | 0.00% | 1.98M | 13.99 | 0.94% | Share |
| 23 | INBK | First Internet ... | 24.91 | +1.22% | 71.51K | -1.38% | 1.91M | 23.17 | 0.91% | Share |
| 24 | SENEA | Seneca Foods Co... | 112.44 | -0.81% | 21.21K | -0.47% | 1.89M | 53.55 | 0.90% | Share |
| 25 | BANR | Banner Corporat... | 67.79 | +1.62% | 29.49K | -6.35% | 1.88M | 44.03 | 0.89% | Share |
| 26 | META | Meta Platforms,... | 748.65 | +1.57% | 3.19K | +0.19% | 1.84M | 127.48 | 0.87% | Share |
| 27 | XOM | Exxon Mobil Cor... | 112.42 | +0.46% | 15.3K | -2% | 1.82M | 108.25 | 0.87% | Share |
| 28 | CSCO | Cisco Systems, ... | 67.99 | +0.47% | 29.28K | -3.86% | 1.81M | 51.3 | 0.86% | Share |
| 29 | PKBK | Parke Bancorp, ... | 22.44 | +1.22% | 94.51K | -0.95% | 1.78M | 20.73 | 0.85% | Share |
| 30 | VTI | Vanguard Total ... | 320.20 | +0.90% | 6.28K | 0.00% | 1.73M | 222.29 | 0.82% | Share |
| 31 | UMH | UMH Properties,... | 15.05 | -0.46% | 90.19K | -2.17% | 1.69M | 16.02 | 0.80% | Share |
| 32 | PFE | Pfizer Inc. | 24.52 | -1.07% | 64.46K | -1.85% | 1.63M | 46.2 | 0.78% | Share |
| 33 | PEP | PepsiCo, Inc. | 146.89 | -1.18% | 10.77K | +6.62% | 1.62M | 179.17 | 0.77% | Share |
| 34 | IGM | iShares Expande... | 118.73 | +0.72% | 16.9K | 0.00% | 1.53M | 66.68 | 0.73% | Share |
| 35 | WLY | John Wiley & So... | 38.24 | -3.84% | 33.94K | 0.00% | 1.51M | 39.89 | 0.72% | Share |
| 36 | UNP | Union Pacific C... | 223.08 | +0.60% | 6.26K | +1.12% | 1.48M | 205.08 | 0.70% | Share |
| 37 | NAII | Natural Alterna... | 3.81 | +4.96% | 420.89K | +2.04% | 1.45M | 8.3 | 0.69% | Share |
| 38 | CWBC | Community West ... | 21.17 | +1.00% | 74.08K | -0.84% | 1.37M | 17.99 | 0.65% | Share |
| 39 | MOD | Modine Manufact... | 135.82 | +1.52% | 17.44K | 0.00% | 1.34M | 20.04 | 0.64% | Share |
| 40 | HD | The Home Depot,... | 411.86 | +1.02% | 3.56K | +7.42% | 1.31M | 319.32 | 0.62% | Share |
| 41 | ABBV | AbbVie Inc. | 213.01 | +0.54% | 5.96K | -3.67% | 1.25M | 153.06 | 0.59% | Share |
| 42 | T | AT&T Inc. | 29.59 | +1.89% | 42.91K | -7.16% | 1.21M | 17.46 | 0.58% | Share |
| 43 | BOND | PIMCO Active Bo... | 92.62 | +0.41% | 13.11K | -0.58% | 1.21M | 91.5 | 0.58% | Share |
| 44 | WM | Waste Managemen... | 224.90 | +0.22% | 5.1K | -8.93% | 1.18M | 205.22 | 0.56% | Share |
| 45 | VZ | Verizon Communi... | 44.16 | +0.95% | 25.71K | -1.7% | 1.17M | 38.81 | 0.55% | Share |
| 46 | MCD | McDonald's Corp... | 317.04 | +0.21% | 3.73K | +3.19% | 1.16M | 279.72 | 0.55% | Share |
| 47 | AMRK | A-Mark Precious... | 23.87 | +0.08% | 44.2K | -2.86% | 1.12M | 34.72 | 0.53% | Share |
| 48 | ELSE | Electro-Sensors... | 4.81 | -0.62% | 243.99K | -1.07% | 1.07M | 4.51 | 0.51% | Share |
| 49 | JNJ | Johnson & Johns... | 178.71 | +0.40% | 6.46K | +0.54% | 1.07M | 163.42 | 0.51% | Share |
| 50 | HON | Honeywell Inter... | 215.15 | +0.54% | 5.04K | 0.00% | 1.07M | 207.5 | 0.51% | Share |
| 51 | VUG | Vanguard Growth... | 463.99 | +0.88% | 2.79K | -4.78% | 1.03M | 268.01 | 0.49% | Share |
| 52 | ITIC | Investors Title... | 254.99 | +3.15% | 4.24K | -1.23% | 1.02M | 150.25 | 0.49% | Share |
| 53 | AXR | AMREP Corporati... | 20.35 | -0.73% | 50.77K | -2.87% | 1.02M | 11.56 | 0.48% | Share |
| 54 | GILD | Gilead Sciences... | 112.77 | -0.19% | 9.01K | -7.18% | 1.01M | 79.35 | 0.48% | Share |
| 55 | HSY | The Hershey Com... | 185.33 | +0.35% | 5.89K | +42.02% | 1.01M | 182.18 | 0.48% | Share |
| 56 | CSWI | CSW Industrials... | 305.10 | 0.00% | 3.31K | 0.00% | 965.51K | 117.51 | 0.46% | Share |
| 57 | CSWC | Capital Southwe... | 23.00 | +0.70% | 41.73K | -1.65% | 931.37K | 17.11 | 0.44% | Share |
| 58 | CP | Canadian Pacifi... | 76.78 | +0.13% | 13.25K | 0.00% | 930.28K | 80.77 | 0.44% | Share |
| 59 | AIV | Apartment Inves... | 7.78 | +0.26% | 104.8K | +5.01% | 922.24K | 7.2 | 0.44% | Share |
| 60 | XLE | Energy Select S... | 89.06 | +0.65% | 9.8K | -0.86% | 915.62K | 86.87 | 0.44% | Share |
| 61 | SMBK | SmartFinancial,... | 37.21 | +0.95% | 28.43K | 0.00% | 883.63K | 27.5 | 0.42% | Share |
| 62 | TLT | iShares 20+ Yea... | 87.22 | +0.75% | 9.71K | +2.31% | 883.6K | 95.05 | 0.42% | Share |
| 63 | BAC | Bank of America... | 50.66 | +1.19% | 21.16K | +3.87% | 883.05K | 31.5 | 0.42% | Share |
| 64 | NRIM | Northrim BanCor... | 92.69 | +0.88% | 11.8K | -3.01% | 864.07K | 54.57 | 0.41% | Share |
| 65 | BSM | Black Stone Min... | 12.17 | +0.33% | 55.79K | -39.68% | 851.91K | 16.82 | 0.41% | Share |
| 66 | ARL | American Realty... | 15.59 | +0.13% | 77.5K | -0.48% | 848.64K | 25.65 | 0.40% | Share |
| 67 | ENB | Enbridge Inc. | 48.16 | -0.34% | 18.51K | -6.31% | 820.31K | 39.26 | 0.39% | Share |
| 68 | WMT | Walmart Inc. | 100.91 | +1.48% | 9.28K | -2.64% | 815.04K | 57.04 | 0.39% | Share |
| 69 | PG | The Procter & G... | 159.21 | +0.65% | 4.7K | -1.67% | 801.56K | 151.51 | 0.38% | Share |
| 70 | BRK-A | Berkshire Hatha... | 759781.00 | +1.06% | 1 | 0.00% | 798.44K | 468711 | 0.38% | Share |
| 71 | MPV | Barings Partici... | 19.55 | -1.26% | 45.2K | 0.00% | 796.82K | 12.36 | 0.38% | Share |
| 72 | OKE | ONEOK, Inc. | 74.39 | +0.70% | 7.87K | -7.14% | 780.96K | 63.55 | 0.37% | Share |
| 73 | BA | The Boeing Comp... | 230.82 | -0.67% | 4.54K | -5.14% | 774.98K | 209.31 | 0.37% | Share |
| 74 | DUK | Duke Energy Cor... | 120.87 | -0.52% | 6.26K | -5.05% | 763.17K | 92.74 | 0.36% | Share |
| 75 | VTV | Vanguard Value ... | 183.10 | +0.72% | 4.41K | +0.27% | 761.34K | 144.44 | 0.36% | Share |
| 76 | LDUR | PIMCO Enhanced ... | 95.94 | +0.01% | 7.82K | +1.06% | 750.71K | 94.33 | 0.36% | Share |
| 77 | DIS | The Walt Disney... | 118.83 | +1.23% | 7.51K | +61.10% | 741.44K | 93.94 | 0.35% | Share |
| 78 | WMB | The Williams Co... | 57.56 | -0.29% | 11.96K | -8.62% | 714.43K | 31.3 | 0.34% | Share |
| 79 | DIT | AMCON Distribut... | 111.50 | +4.48% | 5.9K | -1.72% | 691.98K | 180.88 | 0.33% | Share |
| 80 | KVUE | Kenvue Inc. | 20.53 | +0.39% | 28.56K | +15.85% | 684.97K | 23.12 | 0.33% | Share |
| 81 | LMT | Lockheed Martin... | 456.92 | +1.75% | 1.53K | -7.16% | 683.02K | 464.23 | 0.32% | Share |
| 82 | DLR | Digital Realty ... | 162.84 | +0.83% | 4.76K | -6.48% | 682.58K | 109.54 | 0.32% | Share |
| 83 | ONB | Old National Ba... | 23.17 | +1.76% | 32.01K | 0.00% | 678.33K | 17.98 | 0.32% | Share |
| 84 | HMST | HomeStreet, Inc... | 13.87 | +1.84% | 57K | -1.72% | 669.18K | 14.61 | 0.32% | Share |
| 85 | BK | The Bank of New... | 105.53 | +0.82% | 7.94K | 0.00% | 666.18K | 44.52 | 0.32% | Share |
| 86 | SSBK | Southern States... | 36.37 | -0.08% | 18.59K | 0.00% | 664.74K | 28.56 | 0.32% | Share |
| 87 | KO | The Coca-Cola C... | 68.25 | -1.07% | 9.08K | -0.65% | 650.03K | 61.29 | 0.31% | Share |
| 88 | USFR | WisdomTree Floa... | 50.30 | -0.02% | 12.61K | +1.93% | 634.54K | 50.3 | 0.30% | Share |
| 89 | CET | Central Securit... | 50.57 | +1.12% | 14.01K | +9.08% | 629.66K | 39.27 | 0.30% | Share |
| 90 | MRK | Merck & Co., In... | 84.03 | -0.18% | 6.89K | +5.74% | 618.72K | 109.9 | 0.29% | Share |
| 91 | SBUX | Starbucks Corpo... | 87.01 | -0.28% | 6.27K | -4.77% | 615.42K | 99.31 | 0.29% | Share |
| 92 | QCOM | QUALCOMM Incorp... | 159.71 | +1.55% | 3.96K | -5.49% | 608.71K | 117.77 | 0.29% | Share |
| 93 | VOO | Vanguard S&P 50... | 596.61 | +0.83% | 1.18K | +95.85% | 605.9K | 452.23 | 0.29% | Share |
| 94 | CLX | The Clorox Comp... | 124.68 | +1.44% | 4.1K | -4.19% | 603.28K | 148.34 | 0.29% | Share |
| 95 | VDE | Vanguard Energy... | 125.38 | +0.72% | 4.62K | -7.6% | 599.26K | 121 | 0.28% | Share |
| 96 | GOOG | Alphabet Inc. | 232.66 | +0.68% | 3.83K | -8.17% | 598.83K | 138.07 | 0.28% | Share |
| 97 | DHR | Danaher Corpora... | 199.02 | -0.21% | 2.9K | -4.92% | 593.88K | 235.27 | 0.28% | Share |
| 98 | FSBW | FS Bancorp, Inc... | 42.43 | +0.21% | 15.35K | -0.75% | 583.53K | 33.44 | 0.28% | Share |
| 99 | PM | Philip Morris I... | 161.15 | -1.27% | 3.61K | +0.36% | 572.7K | 100.08 | 0.27% | Share |
| 100 | WELL | Welltower Inc. | 167.72 | +0.17% | 3.71K | -0.38% | 568.56K | 88.77 | 0.27% | Share |
| 101 | IMKTA | Ingles Markets,... | 70.50 | +1.23% | 8.48K | -2.3% | 552.63K | 68.56 | 0.26% | Share |
| 102 | EQC | Equity Commonwe... | 1.58 | -1.86% | 342.38K | +83.70% | 551.23K | 2.09 | 0.26% | Share |
| 103 | LGL | The LGL Group, ... | 6.64 | +0.10% | 83.22K | -19.39% | 543.41K | 4.54 | 0.26% | Share |
| 104 | WLYB | John Wiley & So... | 39.43 | 0.00% | 12.13K | 0.00% | 541.18K | 33.13 | 0.26% | Share |
| 105 | MMM | 3M Company | 155.57 | +2.35% | 3.66K | -10.26% | 537.13K | 87.16 | 0.26% | Share |
| 106 | AMZN | Amazon.com, Inc... | 235.68 | +4.29% | 2.8K | -14.65% | 531.97K | 143.21 | 0.25% | Share |
| 107 | AMGN | Amgen Inc. | 280.10 | -1.32% | 1.69K | -4.89% | 527.34K | 230.79 | 0.25% | Share |
| 108 | GOOGL | Alphabet Inc. | 232.30 | +0.71% | 3.33K | +1.12% | 514.95K | 151.84 | 0.24% | Share |
| 109 | XLF | Financial Selec... | 54.04 | +1.01% | 10.22K | -21.67% | 508.92K | 35.82 | 0.24% | Share |
| 110 | INTG | The InterGroup ... | 18.00 | +8.37% | 40.69K | 0.00% | 493.16K | 47.11 | 0.23% | Share |
| 111 | SGOV | iShares 0-3 Mon... | 100.42 | +0.02% | 4.83K | +100.00% | 486.13K | 100.67 | 0.23% | Share |
| 112 | IWR | iShares Russell... | 96.13 | +0.95% | 5.66K | 0.00% | 481.84K | 73.75 | 0.23% | Share |
| 113 | ABT | Abbott Laborato... | 132.82 | +0.48% | 3.52K | 0.00% | 467.33K | 109.06 | 0.22% | Share |
| 114 | AAXJ | iShares MSCI Al... | 85.82 | -0.46% | 6.19K | 0.00% | 458.21K | 66.51 | 0.22% | Share |
| 115 | UNH | UnitedHealth Gr... | 310.31 | +0.79% | 871 | -8.41% | 456.19K | 511.17 | 0.22% | Share |
| 116 | KMB | Kimberly-Clark ... | 129.17 | +0.91% | 3.17K | -2.43% | 451.06K | 135.84 | 0.21% | Share |
| 117 | BMRC | Bank of Marin B... | 24.86 | +2.98% | 20.39K | 0.00% | 450.01K | 32.76 | 0.21% | Share |
| 118 | USB | U.S. Bancorp | 49.16 | +1.28% | 10.43K | -5.13% | 440.48K | 37.28 | 0.21% | Share |
| 119 | UPS | United Parcel S... | 84.47 | -0.97% | 3.96K | +1.56% | 436.12K | 174.52 | 0.21% | Share |
| 120 | NSC | Norfolk Souther... | 279.87 | +0.60% | 1.8K | 0.00% | 426.33K | 226.76 | 0.20% | Share |
| 121 | RTX | RTX Corporation | 158.69 | +0.37% | 3.17K | -5.15% | 419.24K | 97.65 | 0.20% | Share |
| 122 | CCI | Crown Castle In... | 95.45 | -1.67% | 3.96K | -0.68% | 412.26K | 115.62 | 0.20% | Share |
| 123 | NEE | NextEra Energy,... | 70.89 | -1.03% | 5.75K | -6.78% | 407.69K | 70.92 | 0.19% | Share |
| 124 | MA | Mastercard Inco... | 595.48 | +0.37% | 738 | -2.89% | 404.51K | 354.79 | 0.19% | Share |
| 125 | ED | Consolidated Ed... | 97.78 | -0.07% | 3.64K | -2.49% | 402.55K | 91.12 | 0.19% | Share |
| 126 | LOW | Lowe's Companie... | 264.69 | +1.54% | 1.7K | +3.66% | 396.26K | 225.37 | 0.19% | Share |
| 127 | SHY | iShares 1-3 Yea... | 82.80 | +0.07% | 4.78K | +0.31% | 395.43K | 81.46 | 0.19% | Share |
| 128 | NVDA | NVIDIA Corporat... | 171.66 | +0.61% | 3.65K | -2.77% | 395.27K | 51.99 | 0.19% | Share |
| 129 | HEDJ | WisdomTree Euro... | 49.55 | +0.63% | 8.14K | 0.00% | 386.3K | 41.34 | 0.18% | Share |
| 130 | STT | State Street Co... | 114.05 | +0.93% | 4.3K | 0.00% | 384.98K | 77.48 | 0.18% | Share |
| 131 | AMP | Ameriprise Fina... | 511.85 | +0.92% | 772 | 0.00% | 373.73K | 332.16 | 0.18% | Share |
| 132 | SGOL | abrdn Physical ... | 33.84 | -0.43% | 12.35K | +0.33% | 368.16K | 20.12 | 0.18% | Share |
| 133 | VO | Vanguard Mid Ca... | 289.77 | +0.73% | 1.38K | +0.22% | 355.48K | 219.67 | 0.17% | Share |
| 134 | MO | Altria Group, I... | 66.58 | -0.08% | 5.85K | -2.81% | 351.3K | 47.46 | 0.17% | Share |
| 135 | KMI | Kinder Morgan, ... | 26.72 | -0.04% | 12.06K | -9.81% | 344.04K | 17.41 | 0.16% | Share |
| 136 | MDT | Medtronic plc | 92.84 | +0.64% | 3.83K | +0.29% | 343.8K | 85.25 | 0.16% | Share |
| 137 | IEI | iShares 3-7 Yea... | 119.60 | +0.22% | 2.91K | +5.06% | 343.26K | 116.04 | 0.16% | Share |
| 138 | O | Realty Income C... | 58.28 | +0.58% | 5.89K | -7.11% | 341.74K | 62.5 | 0.16% | Share |
| 139 | D | Dominion Energy... | 58.79 | -0.22% | 5.94K | -2.77% | 332.89K | 53.18 | 0.16% | Share |
| 140 | JPST | JPMorgan Ultra-... | 50.59 | +0.04% | 6.55K | +0.68% | 331.48K | 50.51 | 0.16% | Share |
| 141 | TRV | The Travelers C... | 279.53 | +1.08% | 1.25K | +0.32% | 331.33K | 172.46 | 0.16% | Share |
| 142 | DG | Dollar General ... | 108.41 | -1.17% | 3.73K | -5.09% | 328.07K | 106.11 | 0.16% | Share |
| 143 | DOW | Dow Inc. | 23.89 | -0.17% | 9.35K | +7.25% | 326.33K | 51.42 | 0.16% | Share |
| 144 | STGW | Stagwell Inc. | 5.52 | -2.65% | 53.7K | 0.00% | 324.88K | 6.21 | 0.15% | Share |
| 145 | WFC | Wells Fargo & C... | 81.82 | +1.63% | 4.52K | -2.96% | 324.24K | 39.97 | 0.15% | Share |
| 146 | VCTR | Victory Capital... | 72.31 | +2.45% | 5.58K | -1.76% | 322.8K | 26.83 | 0.15% | Share |
| 147 | GE | GE Aerospace | 282.23 | +2.28% | 1.61K | -0.5% | 321.49K | 80.24 | 0.15% | Share |
| 148 | BMY | Bristol-Myers S... | 46.69 | -1.71% | 5.24K | +1.71% | 319.38K | 63 | 0.15% | Share |
| 149 | RGR | Sturm, Ruger & ... | 34.95 | +1.97% | 8.06K | 0.00% | 316.52K | 52.74 | 0.15% | Share |
| 150 | GIS | General Mills, ... | 49.60 | -0.3% | 5.23K | +7.42% | 312.46K | 76.8 | 0.15% | Share |