CALDWELL SUTTER CAPITAL, INC.
898 holdingsFiling period: 2026-03-31Current AUM: $266.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 46.6K | $11.8M | $14.4M | 5.39% | -1,927 | 2026-03-31 |
| 2 | PPIH | PERMA-PIPE INTL HLDGS INC | 234.2K | $7.0M | $5.7M | 2.12% | -1,000 | 2026-03-31 |
| 3 | CAT | CATERPILLAR INC | 8.2K | $5.8M | $6.7M | 2.50% | -419 | 2026-03-31 |
| 4 | KNTK | KINETIK HOLDINGS INC COM | 118.6K | $5.7M | $6.0M | 2.25% | +45.3K | 2026-03-31 |
| 5 | PLBC | PLUMAS BANCORP | 106.3K | $5.2M | $6.5M | 2.44% | -- | 2026-03-31 |
| 6 | MSA | MSA SAFETY INC | 29.3K | $4.8M | $5.6M | 2.09% | -2,870 | 2026-03-31 |
| 7 | SSBI | SUMMIT ST BK SANTA ROSA CALIF | 347.1K | $4.6M | $4.3M | 1.61% | +250 | 2026-03-31 |
| 8 | SGOV | ISHARES TR | 43.9K | $4.4M | $4.4M | 1.66% | +15.5K | 2026-03-31 |
| 9 | V | VISA INC | 12.9K | $3.9M | $4.7M | 1.77% | -223 | 2026-03-31 |
| 10 | DGICA | DONEGAL GROUP INC | 212.3K | $3.6M | $4.2M | 1.57% | -- | 2026-03-31 |
| 11 | CVX | CHEVRON CORPORATION | 16.8K | $3.5M | $3.3M | 1.24% | -137 | 2026-03-31 |
| 12 | BRK-B | BERKSHIRE HATHAWA INC DEL | 7.1K | $3.4M | $3.4M | 1.28% | +613 | 2026-03-31 |
| 13 | IVV | ISHARES TR | 4.8K | $3.1M | $3.6M | 1.36% | -25 | 2026-03-31 |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | 14.2K | $3.1M | $3.4M | 1.27% | -252 | 2026-03-31 |
| 15 | SENEA | SENECA FOODS CORP | 20.0K | $3.0M | $3.3M | 1.24% | -- | 2026-03-31 |
| 16 | COST | COSTCO WHOLESALE CORPORATION | 3.0K | $3.0M | $2.9M | 1.08% | -35 | 2026-03-31 |
| 17 | MOD | MODINE MFG CO | 12.9K | $2.8M | $2.6M | 0.98% | -3,700 | 2026-03-31 |
| 18 | MSFT | MICROSOFT CORP | 7.3K | $2.7M | $3.4M | 1.27% | -27 | 2026-03-31 |
| 19 | JPM | JPMORGAN CHASE & CO | 9.0K | $2.6M | $3.2M | 1.19% | -230 | 2026-03-31 |
| 20 | PKBK | PARKE BANCORP INC | 91.3K | $2.6M | $3.1M | 1.17% | -264 | 2026-03-31 |
| 21 | BCML | BAYCOM CORP | 80.0K | $2.4M | $2.4M | 0.91% | -- | 2026-03-31 |
| 22 | XOM | EXXON MOBIL CORP | 13.9K | $2.4M | $2.2M | 0.81% | -111 | 2026-03-31 |
| 23 | XOM | EXXON MOBIL CORP | 13.9K | $2.4M | $2.2M | 0.81% | -111 | 2026-03-31 |
| 24 | AXP | AMERICAN EXPRESS CO | 7.3K | $2.2M | $2.5M | 0.92% | -- | 2026-03-31 |
| 25 | FSUN | FIRSTSUN CAP BANCORP | 58.3K | $2.1M | $2.3M | 0.85% | -350 | 2026-03-31 |
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