CALDWELL SUTTER CAPITAL, INC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CS CALDWELL SUTTER CAPITAL, INC. | Institutional Filer | ▲ 7.87% | $245.9M | 894 |
Current Portfolio Holdings
Showing top 894 reported positions by value (Total positions in database: 930)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 47K | $11.8M | 4.46% |
| 2 | PPIH | Perma-Pipe International Holdings, Inc. | Industrials | 234K | $7.0M | 2.63% |
| 3 | CAT | Caterpillar Inc. | Industrials | 8K | $5.8M | 2.18% |
| 4 | KNTK | Kinetik Holdings Inc. | Energy | 119K | $5.7M | 2.16% |
| 5 | PLBC | Plumas Bancorp | Financial Services | 106K | $5.2M | 1.96% |
| 6 | MSA | MSA Safety Incorporated | Industrials | 29K | $4.8M | 1.81% |
| 7 | SSBI | Summit State Bank | Financial Services | 347K | $4.6M | 1.75% |
| 8 | SGOV | ISHARES TR | — | 44K | $4.4M | 1.67% |
| 9 | V | Visa Inc. | Financial Services | 13K | $3.9M | 1.47% |
| 10 | DGICA | Donegal Group Inc. | Financial Services | 212K | $3.6M | 1.38% |
| 11 | CVX | Chevron Corporation | Energy | 17K | $3.5M | 1.31% |
| 12 | BRKB | BERKSHIRE HATHAWA INC DEL | — | 7K | $3.4M | 1.29% |
| 13 | IVV | ISHARES TR | — | 5K | $3.1M | 1.19% |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | — | 14K | $3.1M | 1.15% |
| 15 | SENEA | Seneca Foods Corporation | Consumer Defensive | 20K | $3.0M | 1.14% |
Showing 1 to 15 of 894 holdings