§ 13F · FUND PROFILE
CALDWELL SUTTER CAPITAL, INC..
AUM · $265M (13F)Positions · 930Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 47K | $13M | 5.1% | ±0% |
| 2 | CAT | CATERPILLAR INC | 8K | $9M | 3.2% | −2% |
| 3 | PPIH | PERMA-PIPE INTL HLDGS INC | 232K | $6M | 2.4% | −1% |
| 4 | PLBC | PLUMAS BANCORP | 106K | $6M | 2.3% | ±0% |
| 5 | KNTK | KINETIK HOLDINGS INC COM | 118K | $6M | 2.1% | −1% |
| 6 | MSA | MSA SAFETY INC | 29K | $5M | 1.9% | −1% |
| 7 | SGOV | ISHARES TR | 50K | $5M | 1.9% | +14% |
| 8 | SSBI | SUMMIT ST BK SANTA ROSA CALIF | 349K | $5M | 1.8% | +1% |
| 9 | V | VISA INC | 13K | $4M | 1.7% | −1% |
| 10 | DGICA | DONEGAL GROUP INC | 226K | $4M | 1.6% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CALDWELL SIGNAL
AC read
CALDWELL SUTTER CAPITAL, INC. is a Other fund managing $265 million in assets. The fund runs a broad portfolio of 930 positions.
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