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Portfolio (Quarterly) Guide ↗

CALDWELL SUTTER CAPITAL, INC.

· CIK 0000702007
13F Portfolio $236M AUM 877 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 47 New 130 Added 150 Reduced 41 Exited
Page 5 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BERKSHIRE HATHAWAY INC DEL 1.0 $755K 0.32% $754800.00
82 BSM BLACK STONE MINERALS L P Energy 55,790.0 $741K 0.31% $13.29 +4.6%
83 DUK DUKE ENERGY CORP NEW Utilities 6,138.0 $719K 0.30% $117.21 +6.4%
84 ONB OLD NATL BANCORP IND Financial Services 32,012.0 $714K 0.30% $22.31 +6.8%
85 MPV BARINGS PARTN INVS Financial Services 43,755.0 $695K 0.29% $15.89 +5.6%
86 DLR DIGITAL RLTY TR INC Real Estate 4,439.0 $687K 0.29% -95.0 -2.1% $154.71 +25.6%
87 QCOM QUALCOMM INC Technology 4,005.0 $685K 0.29% $171.04 +18.4%
88 FBK FB FINL CORP Financial Services 12,187.0 $680K 0.29% $55.80 -5.8%
89 WELL WELLTOWER INC Real Estate 3,627.0 $673K 0.28% -58.0 -1.6% $185.61 +17.8%
90 UPS UNITED PARCEL SERVICE INC Industrials 6,780.0 $673K 0.28% +545.0 +8.7% $99.20 -0.3%
91 DHR DANAHER CORPORATION Healthcare 2,897.0 $663K 0.28% $228.92 -24.3%
92 PG PROCTER & GAMBLE CO Consumer Defensive 4,583.0 $657K 0.28% +213.0 +4.9% $143.30 -0.6%
93 AMZN AMAZON COM INC Consumer Cyclical 2,818.0 $650K 0.28% $230.82 +16.3%
94 WMB WILLIAMS COS INC Energy 10,701.0 $643K 0.27% -155.0 -1.4% $60.11 +29.6%
95 KO COCA COLA CO Consumer Defensive 9,145.0 $639K 0.27% +254.0 +2.9% $69.91 +16.1%
96 OLD MKT CAP CORP 122,052.0 $632K 0.27% -16K -11.6% $5.18
97 APARTMENT INVT & MGMT CO 106,358.0 $632K 0.27% +3K +2.9% $5.94
98 FSBW FS BANCORP INC Financial Services 15,142.0 $623K 0.26% $41.17 +0.1%
99 CSW INDUSTRIALS INC 2,078.0 $610K 0.26% -934.0 -31.0% $293.53
100 USB US BANCORP DEL Financial Services 11,393.0 $608K 0.26% +146.0 +1.3% $53.36 +2.1%
Page 5 of 44  ·  877 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 32.7%
Technology 16.0%
Industrials 14.6%
Consumer Defensive 8.5%
Energy 6.4%
Healthcare 5.3%
Communication Services 4.8%
Real Estate 4.6%
Consumer Cyclical 4.5%
Utilities 1.8%