Caldwell Sutter Capital, Inc.
859 holdingsFiling period: 2026-06-30Current AUM: $269.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 46.6K | $13.5M | $16.1M | 5.97% | +68 | 2026-06-30 |
| 2 | CAT | Caterpillar Inc | 8.0K | $8.5M | $5.0M | 1.85% | -186 | 2026-06-30 |
| 3 | PPIH | Perma-Pipe Intl Hldgs Inc | 231.6K | $6.3M | $6.8M | 2.52% | -2,600 | 2026-06-30 |
| 4 | PLBC | Plumas Bancorp | 106.3K | $6.2M | $6.7M | 2.49% | -- | 2026-06-30 |
| 5 | KNTK | Kinetik Holdings Inc.com | 117.7K | $5.7M | $6.7M | 2.47% | -844 | 2026-06-30 |
| 6 | MSA | Msa Safety Inc | 28.9K | $5.0M | $5.2M | 1.91% | -400 | 2026-06-30 |
| 7 | SGOV | iShares TR | 50.0K | $5.0M | $5.0M | 1.87% | +6.1K | 2026-06-30 |
| 8 | SSBI | Summit ST BK Santa Rosa Calif | 349.3K | $4.7M | $4.0M | 1.48% | +2.2K | 2026-06-30 |
| 9 | V | Visa Inc | 12.8K | $4.4M | $5.3M | 1.97% | -71 | 2026-06-30 |
| 10 | DGICA | Donegal Group Inc | 226.4K | $4.3M | $4.2M | 1.57% | +14.1K | 2026-06-30 |
| 11 | BRK-B | Berkshire Hathawa Inc Del | 8.1K | $4.1M | $4.1M | 1.50% | +982 | 2026-06-30 |
| 12 | IVV | iShares TR | 4.8K | $3.6M | $3.6M | 1.34% | -51 | 2026-06-30 |
| 13 | SENEA | Seneca Foods Corp | 19.6K | $3.4M | $3.1M | 1.16% | -400 | 2026-06-30 |
| 14 | VIG | Vanguard Specialized Funds | 14.3K | $3.4M | $3.5M | 1.32% | +112 | 2026-06-30 |
| 15 | CSCO | Cisco Sys Inc | 26.0K | $3.0M | $2.7M | 1.01% | -1,078 | 2026-06-30 |
| 16 | PKBK | Parke Bancorp Inc | 91.3K | $3.0M | $3.0M | 1.10% | -- | 2026-06-30 |
| 17 | CVX | Chevron Corporation | 16.9K | $2.8M | $4.0M | 1.47% | +53 | 2026-06-30 |
| 18 | MSFT | Microsoft Corp | 7.4K | $2.8M | $3.9M | 1.44% | +135 | 2026-06-30 |
| 19 | COST | Costco Wholesale Corporation | 2.9K | $2.8M | $3.0M | 1.11% | -65 | 2026-06-30 |
| 20 | BCML | Baycom Corp | 80.0K | $2.6M | $2.5M | 0.91% | -- | 2026-06-30 |
| 21 | IGM | iShares TR | 15.1K | $2.5M | $2.3M | 0.86% | -600 | 2026-06-30 |
| 22 | FSUN | Firstsun Cap Bancorp | 60.9K | $2.4M | $2.4M | 0.89% | +2.6K | 2026-06-30 |
| 23 | JPM | JPMorgan Chase & Co | 7.2K | $2.3M | $2.4M | 0.90% | -1,829 | 2026-06-30 |
| 24 | IBM | International Business Machs | 8.3K | $2.3M | $2.1M | 0.79% | +38 | 2026-06-30 |
| 25 | VTI | Vanguard Index Fds | 6.0K | $2.2M | $2.2M | 0.83% | -146 | 2026-06-30 |
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