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CALDWELL SUTTER CAPITAL, INC.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 702007

$265.2M

disclosed book value

930

positions

5.1%

largest position share

Positions, as of 2026-06-30

top 100 of 930 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLAPPLE INC46,641$13.5M5.1%
2CATCATERPILLAR INC7,994$8.5M3.2%
3PPIHPERMA-PIPE INTL HLDGS INC231,638$6.3M2.4%
4PLBCPLUMAS BANCORP106,283$6.2M2.3%
5KNTKKINETIK HOLDINGS INC COM117,726$5.7M2.1%
6MSAMSA SAFETY INC28,879$5.0M1.9%
7SGOVISHARES TR50,024$5.0M1.9%
8SSBISUMMIT ST BK SANTA ROSA CALIF349,284$4.7M1.8%
9VVISA INC12,850$4.4M1.7%
10DGICADONEGAL GROUP INC226,439$4.3M1.6%
11BRK/BBERKSHIRE HATHAWA INC DEL8,096$4.1M1.5%
12IVVISHARES TR4,770$3.6M1.3%
13SENEASENECA FOODS CORP19,596$3.4M1.3%
14VIGVANGUARD SPECIALIZED FUNDS14,323$3.4M1.3%
15CSCOCISCO SYS INC25,973$3.1M1.2%
16PKBKPARKE BANCORP INC91,336$3.0M1.1%
17CVXCHEVRON CORPORATION16,865$2.8M1.1%
18MSFTMICROSOFT CORP7,414$2.8M1%
19COSTCOSTCO WHOLESALE CORPORATION2,948$2.8M1%
20BCMLBAYCOM CORP80,010$2.6M1%
21IGMISHARES TR15,120$2.5M0.9%
22FSUNFIRSTSUN CAP BANCORP60,912$2.4M0.9%
23JPMJPMORGAN CHASE & CO7,167$2.3M0.9%
24IBMINTERNATIONAL BUSINESS MACHS8,292$2.3M0.9%
25VTIVANGUARD INDEX FDS5,982$2.2M0.8%
26CWBCCOMMUNITY WEST BANCSHARES78,625$2.1M0.8%
27INBKFIRST INTERNET BANCORP74,899$2.1M0.8%
28MODMODINE MFG CO7,539$2.0M0.8%
29KYNKAYNE ANDERSON ENERGY INFRSTR141,106$2.0M0.7%
30AXPAMERICAN EXPRESS CO5,739$1.9M0.7%
31XOMEXXONMOBIL HOLDINGS CORP COM13,755$1.9M0.7%
32METAMETA PLATFORMS INC3,189$1.8M0.7%
33UNPUNION PAC CORP6,602$1.8M0.7%
34BANRBANNER CORP26,074$1.7M0.7%
35NENNEW ENGLAND RLTY ASSOC LTD P29,019$1.7M0.6%
36JNJJOHNSON & JOHNSON6,576$1.7M0.6%
37MCHBMECHANICS BANCORP103,285$1.6M0.6%
38ELECTRO-SENSORS INC212,600$1.6M0.6%
39INTGINTERGROUP CORP32,889$1.6M0.6%
40PEPPEPSICO INC11,518$1.6M0.6%
41ARLAMERICAN RLTY INVS INC69,222$1.5M0.6%
42WLYWILEY JOHN & SONS INC31,535$1.5M0.6%
43CETCENTRAL SECS CORP28,121$1.5M0.6%
44MCIBARINGS CORPORATE INVS83,984$1.5M0.6%
45INTCINTEL CORP10,443$1.5M0.5%
46GOLDGOLD COM INC34,767$1.4M0.5%
47PFEPFIZER INC56,959$1.4M0.5%
48USFRWISDOMTREE TR26,526$1.3M0.5%
49SMBKSMARTFINANCIAL INC28,431$1.3M0.5%
50ABBVABBVIE INC5,152$1.3M0.5%
51NRIMNORTHRIM BANCORP INC46,204$1.3M0.5%
52AXRAMREP CORP49,472$1.2M0.5%
53VUGVANGUARD INDEX FDS14,435$1.2M0.5%
54UMHUMH PPTYS INC81,923$1.2M0.5%
55GOOGLALPHABET INC3,390$1.2M0.5%
56NAIINATURAL ALTERNATIVES INTL INC498,220$1.2M0.4%
57MRKMERCK & CO INC9,164$1.2M0.4%
58BACBANK OF AMER CORP20,609$1.2M0.4%
59ITICINVESTORS TITLE CO NC4,265$1.2M0.4%
60GOOGALPHABET INC3,281$1.2M0.4%
61HSYHERSHEY CO6,271$1.1M0.4%
62VZVERIZON COMMUNICATIONS INC25,498$1.1M0.4%
63HDHOME DEPOT INC3,054$1.1M0.4%
64BNYBANK OF NY MELLON CORP7,164$1.0M0.4%
65BONDPIMCO ETF TR11,214$1.0M0.4%
66MCDMCDONALDS CORP3,706$1.0M0.4%
67ENBENBRIDGE INC18,224$987,9230.4%
68CPCANADIAN PACIFIC KANSAS CITY11,393$987,2030.4%
69VTVVANGUARD INDEX FDS4,512$983,2900.4%
70XLESELECT SECTOR SPDR TR17,679$938,9320.4%
71GILDGILEAD SCIENCES INC7,357$929,5320.4%
72WMTWALMART INC8,056$912,4230.3%
73CALMCAL MAINE FOODS INC11,125$896,2300.3%
74WMWASTE MGMT INC DEL3,979$886,8400.3%
75CSWCCAPITAL SOUTHWEST CORP36,618$870,4100.3%
76INTUINTUIT3,220$840,4200.3%
77WELLWELLTOWER INC3,692$837,9730.3%
78ONBOLD NATL BANCORP IND32,012$829,1110.3%
79UPSUNITED PARCEL SVCS INC7,649$822,2800.3%
80QCOMQUALCOMM INC4,336$801,2750.3%
81KOCOCA COLA CO9,829$798,7700.3%
82TAT&T INC37,863$783,7710.3%
83LMTLOCKHEED MARTIN CORP1,538$783,5490.3%
84BABOEING CO3,603$779,9410.3%
85BSMBLACK STONE MINERALS L P55,490$775,1950.3%
86DUKDUKE ENERGY CORP NEW6,068$768,0870.3%
87LRCXLAM RESEARCH CORP1,738$753,1280.3%
88DLRDIGITAL RLTY TR INC4,176$749,9260.3%
89BRK/ABERKSHIRE HATHAWAY INC DEL1$748,8500.3%
90MRVLMARVELL TECHNOLOGY INC2,488$741,1500.3%
91MPVBARINGS PARTN INVS43,755$736,8340.3%
92OKEONEOK INC8,464$735,8520.3%
93WMBWILLIAMS COS INC9,897$735,7430.3%
94CLMTCALUMET INC20,000$720,4000.3%
95IMKTAINGLES MKTS INC8,120$719,2700.3%
96NODKNI HLDGS INC44,469$698,6080.3%
97PGPROCTER & GAMBLE CO4,572$670,3870.3%
98FSBWFS BANCORP INC15,142$657,1630.2%
99USBUS BANCORP10,870$656,5210.2%
100PMPHILIP MORRIS INTL INC3,593$650,0100.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.
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