CALDWELL SUTTER CAPITAL, INC.

Est. AUM

$245.8M

13F long equity, this entity only

Positions

888

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$11.8M	46573	4.81%	SOLE
2	PERMA-PIPE INTL HLDGS INC	COM	$7.0M	234238	2.84%	SOLE
3	CATERPILLAR INC	COM	$5.8M	8180	2.36%	SOLE
4	KINETIK HOLDINGS INC COM	NEW CL A	$5.7M	118570	2.34%	SOLE
5	PLUMAS BANCORP	COM	$5.2M	106283	2.11%	SOLE
6	MSA SAFETY INC	COM	$4.8M	29279	1.95%	SOLE
7	SUMMIT ST BK SANTA ROSA CALIF	COM	$4.6M	347063	1.89%	SOLE
8	ISHARES TR	0-3 MNTH TREASRY	$4.4M	43934	1.80%	SOLE
9	VISA INC	COM CL A	$3.9M	12921	1.59%	SOLE
10	DONEGAL GROUP INC	CL A	$3.6M	212303	1.48%	SOLE
11	CHEVRON CORPORATION	COM	$3.5M	16812	1.41%	SOLE
12	BERKSHIRE HATHAWA INC DEL	CL B NEW	$3.4M	7114	1.39%	SOLE
13	ISHARES TR	CORE S&P500 ETF	$3.1M	4821	1.28%	SOLE
14	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.1M	14211	1.24%	SOLE
15	SENECA FOODS CORP	NEW CL A	$3.0M	19996	1.23%	SOLE
16	COSTCO WHOLESALE CORPORATION	COM	$3.0M	3013	1.22%	SOLE
17	MODINE MFG CO	COM	$2.8M	12939	1.14%	SOLE
18	MICROSOFT CORP	COM	$2.7M	7279	1.10%	SOLE
19	JPMORGAN CHASE & CO	COM	$2.6M	8996	1.08%	SOLE
20	PARKE BANCORP INC	COM	$2.6M	91336	1.06%	SOLE
21	BAYCOM CORP	COM	$2.4M	80010	0.97%	SOLE
22	EXXON MOBIL CORP	COM	$2.4M	13877	0.96%	SOLE
23	AMERICAN EXPRESS CO	COM	$2.2M	7338	0.90%	SOLE
24	FIRSTSUN CAP BANCORP	COM	$2.1M	58322	0.86%	SOLE
25	CISCO SYS INC	COM	$2.1M	27051	0.85%	SOLE
26	KAYNE ANDERSON ENERGY INFRSTR	COM	$2.0M	141072	0.82%	SOLE
27	INTERNATIONAL BUSINESS MACHS	COM	$2.0M	8254	0.81%	SOLE
28	VANGUARD INDEX FDS	TOTAL STK MKT	$2.0M	6128	0.80%	SOLE
29	ISHARES TR	EXPND TEC SC ETF	$1.9M	15720	0.76%	SOLE
30	PFIZER INC	COM	$1.9M	66343	0.76%	SOLE
31	PEPSICO INC	COM	$1.8M	11474	0.72%	SOLE
32	META PLATFORMS INC	CL A	$1.8M	3115	0.72%	SOLE
33	NEW ENGLAND RLTY ASSOC LTD P	DEPOSITORY RCPT	$1.7M	29019	0.71%	SOLE
34	COMMUNITY WEST BANCSHARES	NEW COM	$1.7M	74077	0.70%	SOLE
35	BANNER CORP	COM NEW	$1.7M	28261	0.70%	SOLE
36	UNION PAC CORP	COM	$1.6M	6519	0.64%	SOLE
37	FIRST INTERNET BANCORP	COM	$1.6M	76899	0.64%	SOLE
38	JOHNSON & JOHNSON	COM	$1.6M	6405	0.64%	SOLE
39	MECHANICS BANCORP	CL A	$1.5M	103285	0.62%	SOLE
40	BARINGS CORPORATE INVS	COM	$1.4M	83984	0.59%	SOLE
41	GOLD COM INC	COM	$1.4M	35802	0.58%	SOLE
42	AMREP CORP	COM	$1.4M	49472	0.57%	SOLE
43	INTUIT	COM	$1.4M	3194	0.56%	SOLE
44	NATURAL ALTERNATIVES INTL INC	COM NEW	$1.3M	498792	0.53%	SOLE
45	INTERGROUP CORP	COM	$1.3M	33228	0.52%	SOLE
46	VERIZON COMMUNICATIONS INC	COM	$1.3M	25251	0.52%	SOLE
47	HERSHEY CO	COM	$1.3M	6060	0.51%	SOLE
48	CENTRAL SECS CORP	COM	$1.2M	24264	0.49%	SOLE
49	WISDOMTREE TR	FLOATING RAT TREA	$1.2M	23854	0.49%	SOLE
50	WILEY JOHN & SONS INC	CL A	$1.2M	31535	0.49%	SOLE

1–50 of 888

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.