Caldwell Sutter Capital, Inc.

13F filer · CIK 0000702007

Reported Aug 5, 2026

Net seller this quarter

13F portfolio value$265MU.S. long equity reported on 13F

Positions73356 new · 20 closed

Net flow last quarter-$2.33MBuys minus sells

Top 10 positions weight23.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 2026733 positions
AAPLApple Inc.	$13.5M	5.09%	0.00%	+0.2%	Q4 2022
CATCaterpillar Inc	$8.51M	3.21%	0.00%	-2.3%	Q4 2022
PPIHPerma-Pipe International Holdings, Inc.	$6.31M	2.38%	2.85%	-1.1%	Q4 2022
PLBCPlumas Bancorp	$6.21M	2.34%	1.53%	Not reported	Q2 2023
KNTKKinetik Holdings Inc.	$5.69M	2.15%	0.09%	-0.7%	Q4 2022
MSAMSA Safety Inc	$5.04M	1.90%	0.07%	-1.4%	Q4 2022
SSBISkagit State Bancorp, Inc.	$4.74M	1.79%	43.77%	+0.6%	Q4 2022
VVisa Inc.	$4.41M	1.66%	0.00%	-0.6%	Q4 2022
DGICADonegal Group Inc	$4.27M	1.61%	Not reported	+6.7%	Q4 2022
BRK.BBerkshire Hathaway Inc	$4.05M	1.53%	Not reported	+13.8%	Q4 2022
SENEASeneca Foods Corp	$3.41M	1.29%	0.17%	-2.0%	Q4 2022
CSCOCisco Systems, Inc.	$3.05M	1.15%	0.00%	-4.0%	Q4 2022
PKBKParke Bancorp, Inc.	$3.03M	1.14%	0.78%	Not reported	Q4 2022
CVXChevron Corp	$2.8M	1.05%	0.00%	+0.3%	Q4 2022
MSFTMicrosoft Corp	$2.77M	1.04%	0.00%	+1.9%	Q4 2022
COSTCostco Wholesale Corp	$2.76M	1.04%	0.00%	-2.2%	Q4 2022
BCMLBayCom Corp	$2.63M	0.99%	0.73%	Not reported	Q4 2022
FSUNFirstsun Capital Bancorp	$2.36M	0.89%	0.22%	+4.4%	Q3 2024
JPMJPMorgan Chase & Co	$2.35M	0.88%	0.00%	-20.3%	Q4 2022
IBMInternational Business Machines Corp	$2.33M	0.88%	0.00%	+0.5%	Q4 2022
CWBCCommunity West Bancshares	$2.11M	0.80%	0.29%	+6.1%	Q4 2022
INBKFirst Internet Bancorp	$2.08M	0.79%	0.86%	-2.6%	Q4 2022
MODModine Manufacturing Co	$2.01M	0.76%	0.01%	-41.7%	Q4 2022
KYNKayne Anderson Energy Infrastructure Fund, Inc.	$1.95M	0.74%	Not reported	0.0%	Q4 2022
AXPAmerican Express Co	$1.94M	0.73%	0.00%	-21.8%	Q1 2023
XOMExxonMobil Holdings Corp	$1.88M	0.71%	0.00%	-0.9%	Q4 2022
METAMeta Platforms, Inc.	$1.8M	0.68%	Not reported	+2.4%	Q4 2022
UNPUnion Pacific Corp	$1.8M	0.68%	0.00%	+1.3%	Q1 2023
BANRBanner Corp	$1.73M	0.65%	0.08%	-7.7%	Q1 2023
NENNew England Realty Associates Limited Partnership	$1.7M	0.64%	0.93%	Not reported	Q4 2022
JNJJohnson & Johnson	$1.67M	0.63%	0.00%	+2.7%	Q4 2022
MCHBMechanics Bancorp	$1.64M	0.62%	0.55%	Not reported	Q1 2024
ELSEElectro Sensors Inc	$1.63M	0.61%	6.02%	-15.0%	Q4 2022
INTGIntergroup Corp	$1.58M	0.60%	1.53%	-1.0%	Q4 2022
PEPPepsico Inc	$1.56M	0.59%	0.00%	+0.4%	Q4 2022
ARLAmerican Realty Investors Inc	$1.54M	0.58%	0.43%	-2.1%	Q4 2022
WLYJohn Wiley & Sons, Inc.	$1.53M	0.58%	0.05%	Not reported	Q4 2022
CETCentral Securities Corp	$1.47M	0.56%	Not reported	+15.9%	Q4 2022
MCIBarings Corporate Investors	$1.47M	0.56%	Not reported	Not reported	Q4 2022
INTCIntel Corp	$1.46M	0.55%	0.00%	-13.4%	Q4 2022
GOLDGold.com, Inc.	$1.45M	0.55%	0.12%	-2.9%	Q4 2022
PFEPfizer Inc	$1.37M	0.52%	0.00%	-14.1%	Q4 2022
SMBKSmartfinancial Inc.	$1.33M	0.50%	0.17%	Not reported	Q4 2022
ABBVAbbVie Inc.	$1.3M	0.49%	0.00%	+0.6%	Q4 2022
NRIMNorthrim Bancorp Inc	$1.28M	0.48%	0.21%	Not reported	Q4 2022
AXRAmrep Corp.	$1.25M	0.47%	0.93%	Not reported	Q4 2022
UMHUmh Properties, Inc.	$1.24M	0.47%	0.10%	-1.3%	Q4 2022
GOOGLAlphabet Inc.	$1.21M	0.46%	0.00%	-1.5%	Q4 2022
NAIINatural Alternatives International Inc	$1.19M	0.45%	7.94%	-0.1%	Q4 2022
MRKMerck & Co., Inc.	$1.18M	0.44%	0.00%	-2.5%	Q4 2022

Q1 2026Reported May 6, 2026696 positions
AAPLApple Inc.	$11.8M	4.81%	0.00%	-4.0%	Q4 2022
PPIHPerma-Pipe International Holdings, Inc.	$6.98M	2.84%	2.88%	-0.4%	Q4 2022
CATCaterpillar Inc	$5.8M	2.36%	0.00%	-4.9%	Q4 2022
KNTKKinetik Holdings Inc.	$5.74M	2.33%	0.09%	+61.9%	Q4 2022
PLBCPlumas Bancorp	$5.19M	2.11%	1.52%	Not reported	Q2 2023
MSAMSA Safety Inc	$4.8M	1.95%	0.08%	-8.9%	Q4 2022
SSBISkagit State Bancorp, Inc.	$4.64M	1.89%	43.50%	+0.1%	Q4 2022
VVisa Inc.	$3.91M	1.59%	0.00%	-1.7%	Q4 2022
DGICADonegal Group Inc	$3.65M	1.48%	Not reported	Not reported	Q4 2022
CVXChevron Corp	$3.48M	1.41%	0.00%	-0.8%	Q4 2022
BRK.BBerkshire Hathaway Inc	$3.41M	1.39%	Not reported	+9.4%	Q4 2022
SENEASeneca Foods Corp	$3.02M	1.23%	0.17%	Not reported	Q4 2022
COSTCostco Wholesale Corp	$3M	1.22%	0.00%	-1.2%	Q4 2022
MODModine Manufacturing Co	$2.8M	1.14%	0.02%	-22.2%	Q4 2022
MSFTMicrosoft Corp	$2.69M	1.10%	0.00%	-0.4%	Q4 2022
JPMJPMorgan Chase & Co	$2.65M	1.08%	0.00%	-2.5%	Q4 2022
PKBKParke Bancorp, Inc.	$2.59M	1.05%	0.77%	-0.3%	Q4 2022
BCMLBayCom Corp	$2.38M	0.97%	0.73%	Not reported	Q4 2022
XOMExxonMobil Holdings Corp	$2.35M	0.96%	0.00%	-0.8%	Q4 2022
AXPAmerican Express Co	$2.22M	0.90%	0.00%	Not reported	Q1 2023
FSUNFirstsun Capital Bancorp	$2.13M	0.86%	0.21%	-0.6%	Q3 2024
CSCOCisco Systems, Inc.	$2.1M	0.85%	0.00%	-6.2%	Q4 2022
KYNKayne Anderson Energy Infrastructure Fund, Inc.	$2.01M	0.82%	Not reported	-0.3%	Q4 2022
IBMInternational Business Machines Corp	$2M	0.81%	0.00%	-2.0%	Q4 2022
PFEPfizer Inc	$1.86M	0.76%	0.00%	+3.7%	Q4 2022
METAMeta Platforms, Inc.	$1.78M	0.72%	Not reported	-0.3%	Q4 2022
PEPPepsico Inc	$1.78M	0.72%	0.00%	+8.4%	Q4 2022
NENNew England Realty Associates Limited Partnership	$1.75M	0.71%	0.93%	Not reported	Q4 2022
CWBCCommunity West Bancshares	$1.73M	0.70%	0.39%	Not reported	Q4 2022
BANRBanner Corp	$1.71M	0.70%	0.08%	Not reported	Q1 2023
UNPUnion Pacific Corp	$1.58M	0.64%	0.00%	+0.7%	Q1 2023
INBKFirst Internet Bancorp	$1.57M	0.64%	0.88%	Not reported	Q4 2022
JNJJohnson & Johnson	$1.57M	0.64%	0.00%	-1.5%	Q4 2022
MCHBMechanics Bancorp	$1.52M	0.62%	0.55%	+0.1%	Q1 2024
MCIBarings Corporate Investors	$1.45M	0.59%	Not reported	Not reported	Q4 2022
GOLDGold.com, Inc.	$1.43M	0.58%	0.13%	-16.2%	Q4 2022
AXRAmrep Corp.	$1.39M	0.57%	0.93%	-1.6%	Q4 2022
INTUIntuit Inc.	$1.38M	0.56%	0.00%	+0.8%	Q1 2023
NAIINatural Alternatives International Inc	$1.31M	0.53%	7.95%	+8.0%	Q4 2022
INTGIntergroup Corp	$1.29M	0.52%	1.55%	Not reported	Q4 2022
VZVerizon Communications Inc	$1.27M	0.52%	0.00%	+3.2%	Q4 2022
HSYHershey Co	$1.26M	0.51%	0.00%	-0.7%	Q2 2024
CETCentral Securities Corp	$1.2M	0.49%	Not reported	+60.4%	Q4 2022
WLYJohn Wiley & Sons, Inc.	$1.2M	0.49%	0.05%	-6.7%	Q4 2022
UMHUmh Properties, Inc.	$1.2M	0.49%	0.10%	-1.2%	Q4 2022
HONHoneywell International Inc	$1.14M	0.46%	0.00%	+0.1%	Q2 2023
MRKMerck & Co., Inc.	$1.13M	0.46%	0.00%	-0.8%	Q4 2022
ABBVAbbVie Inc.	$1.11M	0.45%	0.00%	-4.5%	Q4 2022
ELSEElectro Sensors Inc	$1.11M	0.45%	7.08%	0.0%	Q4 2022
SMBKSmartfinancial Inc.	$1.11M	0.45%	0.17%	Not reported	Q4 2022

Q4 2025Reported Jan 30, 2026678 positions
AAPLApple Inc.	$13.2M	5.59%	0.00%	-6.3%	Q4 2022
PPIHPerma-Pipe International Holdings, Inc.	$7.14M	3.03%	2.91%	-2.5%	Q4 2022
MSAMSA Safety Inc	$5.15M	2.18%	0.08%	-3.5%	Q4 2022
CATCaterpillar Inc	$4.93M	2.09%	0.00%	-1.6%	Q4 2022
PLBCPlumas Bancorp	$4.75M	2.01%	1.53%	+0.6%	Q2 2023
VVisa Inc.	$4.61M	1.95%	0.00%	-0.6%	Q4 2022
DGICADonegal Group Inc	$4.24M	1.80%	Not reported	-5.0%	Q4 2022
SSBISkagit State Bancorp, Inc.	$4.03M	1.71%	43.47%	-0.7%	Q4 2022
MSFTMicrosoft Corp	$3.53M	1.50%	0.00%	-4.0%	Q4 2022
BRK.BBerkshire Hathaway Inc	$3.27M	1.39%	Not reported	+0.5%	Q4 2022
JPMJPMorgan Chase & Co	$2.97M	1.26%	0.00%	-1.4%	Q4 2022
AXPAmerican Express Co	$2.71M	1.15%	0.00%	Not reported	Q1 2023
KNTKKinetik Holdings Inc.	$2.64M	1.12%	0.06%	+0.7%	Q4 2022
COSTCostco Wholesale Corp	$2.63M	1.11%	0.00%	Not reported	Q4 2022
CVXChevron Corp	$2.58M	1.10%	0.00%	-0.3%	Q4 2022
IBMInternational Business Machines Corp	$2.49M	1.06%	0.00%	-1.1%	Q4 2022
BCMLBayCom Corp	$2.35M	1.00%	0.73%	-0.4%	Q4 2022
PKBKParke Bancorp, Inc.	$2.29M	0.97%	0.79%	-3.1%	Q4 2022
MODModine Manufacturing Co	$2.22M	0.94%	0.03%	-3.5%	Q4 2022
CSCOCisco Systems, Inc.	$2.22M	0.94%	0.00%	+2.8%	Q4 2022
SENEASeneca Foods Corp	$2.21M	0.94%	0.17%	-4.1%	Q4 2022
FSUNFirstsun Capital Bancorp	$2.21M	0.94%	0.21%	-7.5%	Q3 2024
INTUIntuit Inc.	$2.1M	0.89%	0.00%	Not reported	Q1 2023
METAMeta Platforms, Inc.	$2.06M	0.87%	Not reported	-0.3%	Q4 2022
NENNew England Realty Associates Limited Partnership	$1.87M	0.79%	0.93%	-4.0%	Q4 2022
BANRBanner Corp	$1.77M	0.75%	0.08%	-4.2%	Q1 2023
KYNKayne Anderson Energy Infrastructure Fund, Inc.	$1.75M	0.74%	Not reported	-1.9%	Q4 2022
XOMExxonMobil Holdings Corp	$1.68M	0.71%	0.00%	0.0%	Q4 2022
CWBCCommunity West Bancshares	$1.67M	0.71%	0.39%	Not reported	Q4 2022
NAIINatural Alternatives International Inc	$1.65M	0.70%	7.48%	+10.2%	Q4 2022
INBKFirst Internet Bancorp	$1.6M	0.68%	0.88%	-1.7%	Q4 2022
PFEPfizer Inc	$1.59M	0.68%	0.00%	-2.0%	Q4 2022
MCIBarings Corporate Investors	$1.52M	0.65%	Not reported	-0.7%	Q4 2022
PEPPepsico Inc	$1.52M	0.64%	0.00%	+2.1%	Q4 2022
MCHBMechanics Bancorp	$1.51M	0.64%	0.55%	Not reported	Q1 2024
UNPUnion Pacific Corp	$1.5M	0.64%	0.00%	+2.0%	Q1 2023
GOLDGold.com, Inc.	$1.45M	0.62%	0.17%	-2.3%	Q4 2022
JNJJohnson & Johnson	$1.35M	0.57%	0.00%	-0.8%	Q4 2022
UMHUmh Properties, Inc.	$1.34M	0.57%	0.10%	-4.5%	Q4 2022
NRIMNorthrim Bancorp Inc	$1.23M	0.52%	0.21%	Not reported	Q4 2022
ABBVAbbVie Inc.	$1.23M	0.52%	0.00%	-1.0%	Q4 2022
BACBank of America Corp	$1.16M	0.49%	0.00%	-0.5%	Q4 2022
ARLAmerican Realty Investors Inc	$1.15M	0.49%	0.44%	-2.2%	Q4 2022
HSYHershey Co	$1.11M	0.47%	0.00%	Not reported	Q2 2024
MCDMcdonalds Corp	$1.1M	0.47%	0.00%	-1.7%	Q4 2022
WMWaste Management Inc	$1.07M	0.45%	0.00%	+0.1%	Q1 2023
GOOGLAlphabet Inc.	$1.06M	0.45%	0.00%	-0.1%	Q4 2022
ITICInvestors Title Co	$1.05M	0.45%	0.22%	Not reported	Q1 2023
HDHome Depot, Inc.	$1.05M	0.45%	0.00%	-0.2%	Q4 2022
SMBKSmartfinancial Inc.	$1.05M	0.45%	0.17%	Not reported	Q4 2022

Q3 2025Reported Oct 29, 2025681 positions
AAPLApple Inc.	$13.2M	5.63%	0.00%	+8.1%	Q4 2022
MSAMSA Safety Inc	$5.73M	2.45%	0.09%	Not reported	Q4 2022
PPIHPerma-Pipe International Holdings, Inc.	$5.65M	2.41%	2.98%	Not reported	Q4 2022
PLBCPlumas Bancorp	$4.56M	1.95%	1.52%	+13110.5%	Q2 2023
VVisa Inc.	$4.51M	1.93%	0.00%	-5.7%	Q4 2022
DGICADonegal Group Inc	$4.33M	1.85%	Not reported	-1.2%	Q4 2022
CATCaterpillar Inc	$4.17M	1.78%	0.00%	-5.1%	Q4 2022
SSBISkagit State Bancorp, Inc.	$4.16M	1.78%	43.78%	0.0%	Q4 2022
MSFTMicrosoft Corp	$3.94M	1.68%	0.00%	-12.1%	Q4 2022
BRK.BBerkshire Hathaway Inc	$3.25M	1.39%	Not reported	-2.2%	Q4 2022
KNTKKinetik Holdings Inc.	$3.11M	1.33%	0.05%	-0.1%	Q4 2022
JPMJPMorgan Chase & Co	$2.95M	1.26%	0.00%	-1.4%	Q4 2022
COSTCostco Wholesale Corp	$2.82M	1.21%	0.00%	-0.9%	Q4 2022
CVXChevron Corp	$2.64M	1.13%	0.00%	-0.9%	Q4 2022
FSUNFirstsun Capital Bancorp	$2.46M	1.05%	0.23%	Not reported	Q3 2024
MODModine Manufacturing Co	$2.45M	1.05%	0.03%	Not reported	Q4 2022
AXPAmerican Express Co	$2.44M	1.04%	0.00%	Not reported	Q1 2023
IBMInternational Business Machines Corp	$2.4M	1.03%	0.00%	-3.7%	Q4 2022
BCMLBayCom Corp	$2.31M	0.99%	0.74%	-2.6%	Q4 2022
METAMeta Platforms, Inc.	$2.3M	0.98%	Not reported	-1.4%	Q4 2022
SENEASeneca Foods Corp	$2.25M	0.96%	0.18%	Not reported	Q4 2022
NENNew England Realty Associates Limited Partnership	$2.17M	0.93%	0.97%	Not reported	Q4 2022
INTUIntuit Inc.	$2.16M	0.92%	0.00%	-0.9%	Q1 2023
PKBKParke Bancorp, Inc.	$2.04M	0.87%	0.80%	Not reported	Q4 2022
BANRBanner Corp	$1.93M	0.83%	0.09%	Not reported	Q1 2023
CSCOCisco Systems, Inc.	$1.92M	0.82%	0.00%	-3.5%	Q4 2022
KYNKayne Anderson Energy Infrastructure Fund, Inc.	$1.78M	0.76%	Not reported	-6.3%	Q4 2022
MCIBarings Corporate Investors	$1.76M	0.75%	Not reported	Not reported	Q4 2022
INBKFirst Internet Bancorp	$1.75M	0.75%	0.90%	-0.4%	Q4 2022
PFEPfizer Inc	$1.66M	0.71%	0.00%	+0.1%	Q4 2022
XOMExxonMobil Holdings Corp	$1.58M	0.67%	0.00%	+0.1%	Q4 2022
CWBCCommunity West Bancshares	$1.54M	0.66%	0.39%	Not reported	Q4 2022
UNPUnion Pacific Corp	$1.5M	0.64%	0.00%	+0.8%	Q1 2023
PEPPepsico Inc	$1.46M	0.62%	0.00%	-6.0%	Q4 2022
MCHBMechanics Bancorp	$1.37M	0.59%	0.55%	+81.1%	Q1 2024
WLYJohn Wiley & Sons, Inc.	$1.37M	0.58%	0.06%	Not reported	Q4 2022
UMHUmh Properties, Inc.	$1.31M	0.56%	0.10%	-1.6%	Q4 2022
ABBVAbbVie Inc.	$1.25M	0.54%	0.00%	-10.3%	Q4 2022
HDHome Depot, Inc.	$1.24M	0.53%	0.00%	-13.9%	Q4 2022
ARLAmerican Realty Investors Inc	$1.23M	0.52%	0.45%	Not reported	Q4 2022
JNJJohnson & Johnson	$1.22M	0.52%	0.00%	+0.2%	Q4 2022
AXRAmrep Corp.	$1.21M	0.52%	0.95%	-0.5%	Q4 2022
NAIINatural Alternatives International Inc	$1.2M	0.51%	6.78%	-0.1%	Q4 2022
ELSEElectro Sensors Inc	$1.2M	0.51%	7.18%	Not reported	Q4 2022
HSYHershey Co	$1.14M	0.49%	0.00%	+3.0%	Q2 2024
TAt&T Inc.	$1.13M	0.48%	0.00%	-5.4%	Q4 2022
GOLDGold.com, Inc.	$1.13M	0.48%	0.18%	-1.1%	Q4 2022
ITICInvestors Title Co	$1.13M	0.48%	0.22%	-0.6%	Q1 2023
VZVerizon Communications Inc	$1.12M	0.48%	0.00%	-0.6%	Q4 2022
MCDMcdonalds Corp	$1.12M	0.48%	0.00%	-1.0%	Q4 2022

Premium opens every quarter this fund has filed