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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 5 of 44  ·  871 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DLR DIGITAL RLTY TR INC Real Estate 4,534.0 $784K 0.34% NEW $172.87 +12.4%
82 MRK MERCK & CO INC Healthcare 9,258.0 $777K 0.33% NEW $83.93 +38.1%
83 DUK DUKE ENERGY CORP Utilities 6,156.0 $762K 0.33% NEW $123.75 +0.7%
84 BERKSHIRE HATHAWAY INC DEL 1.0 $754K 0.32% NEW $754200.00
85 BSM BLACK STONE MINERALS L P Energy 55,790.0 $733K 0.31% NEW $13.14 +5.8%
86 CSW INDUSTRIALS INC 3,012.0 $731K 0.31% NEW $242.75
87 OLD MKT CAP CORP 138,069.0 $711K 0.30% NEW $5.15
88 ONB OLD NATL BANCORP IND Financial Services 32,012.0 $703K 0.30% NEW $21.95 +8.5%
89 CET CENTRAL SECS CORP Financial Services 13,639.0 $701K 0.30% NEW $51.37 +3.1%
90 WMB WILLIAMS COS INC Energy 10,856.0 $688K 0.29% NEW $63.35 +22.9%
91 FBK FB FINL CORP Financial Services 12,187.0 $679K 0.29% NEW $55.74 -5.7%
92 PG PROCTER AND GAMBLE CO Consumer Defensive 4,370.0 $671K 0.29% NEW $153.64 -7.3%
93 QCOM QUALCOMM INC Technology 4,020.0 $669K 0.29% NEW $166.36 +21.7%
94 WELL WELLTOWER INC Real Estate 3,685.0 $656K 0.28% NEW $178.14 +22.7%
95 DIT AMCON DISTRG CO Consumer Defensive 5,606.0 $638K 0.27% NEW $113.76 -30.3%
96 AMZN AMAZON COM INC Consumer Cyclical 2,825.0 $620K 0.27% NEW $219.57 +22.3%
97 LDUR PIMCO ETF TR 6,354.0 $611K 0.26% NEW $96.15 -0.7%
98 FSBW FS BANCORP INC Financial Services 15,142.0 $604K 0.26% NEW $39.92 +3.2%
99 NODK NI HLDGS INC Financial Services 44,469.0 $603K 0.26% NEW $13.56 +3.2%
100 IMKTA INGLES MKTS INC Consumer Defensive 8,485.0 $590K 0.25% NEW $69.56 +25.6%
Page 5 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%