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Portfolio (Quarterly) Guide ↗

CALDWELL SUTTER CAPITAL, INC.

· CIK 0000702007
13F Portfolio $234M AUM Filed Oct 29, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 871 New
Page 31 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 KHC KRAFT HEINZ CO Consumer Defensive 257.0 $7K 0.00% NEW $26.04 -9.6%
602 VLO VALERO ENERGY CORP Energy 39.0 $7K 0.00% NEW $170.26 +49.1%
603 TTE TOTALENERGIES SE Energy 111.0 $7K 0.00% NEW $59.69 +55.0%
604 IBKR INTERACTIVE BROKERS GROUP INC Financial Services 96.0 $7K 0.00% NEW $68.81 +21.8%
605 DFAT DIMENSIONAL ETF TRUST 112.0 $7K 0.00% NEW $58.21 +14.2%
606 IUSG ISHARES TR 38.0 $6K 0.00% NEW $164.55 +13.4%
607 MPT MEDICAL PPTYS TRUST INC Financial Services 1,195.0 $6K 0.00% NEW $5.07 +1.8%
608 BTI BRITISH AMERN TOB PLC Consumer Defensive 114.0 $6K 0.00% NEW $53.08 +23.8%
609 ENSG ENSIGN GROUP INC Healthcare 35.0 $6K 0.00% NEW $172.77 -0.6%
610 OMC OMNICOM GROUP INC Communication Services 74.0 $6K 0.00% NEW $81.53 -9.5%
611 RYN RAYONIER INC Real Estate 225.0 $6K 0.00% NEW $26.54 -23.8%
612 ON ON SEMICONDUCTOR CORP Technology 121.0 $6K 0.00% NEW $49.31 +122.3%
613 TEL TE CONNECTIVITY PLC Technology 27.0 $6K 0.00% NEW $219.52 -8.3%
614 ISRG INTUITIVE SURGICAL INC Healthcare 13.0 $6K 0.00% NEW $447.23 -1.7%
615 RGLD ROYAL GOLD INC Basic Materials 29.0 $6K 0.00% NEW $197.38 +13.0%
616 PBI PITNEY BOWES INC Industrials 500.0 $6K 0.00% NEW $11.41 +35.8%
617 VSS VANGUARD INTL EQUITY INDEX F 40.0 $6K 0.00% NEW $142.55 +11.4%
618 VALARIS LTD 2,000.0 $6K 0.00% NEW $2.80
619 SIVR ABRDN SILVER ETF TRUST Financial Services 125.0 $6K 0.00% NEW $44.48 +64.0%
620 QBTS D-WAVE QUANTUM INC Technology 225.0 $6K 0.00% NEW $24.71 -21.9%
Page 31 of 44  ·  871 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 32.6%
Technology 16.1%
Industrials 13.9%
Consumer Defensive 8.4%
Energy 6.7%
Communication Services 5.1%
Healthcare 5.0%
Real Estate 5.0%
Consumer Cyclical 4.7%
Utilities 1.8%