CALDWELL SUTTER CAPITAL, INC.
CIK
0000702007
City
SAUSALITO
State / Country
CA
Top Portfolio Positions
573 positions ·
$162,359,622 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
48,500 | $13,185,210 | 8.12% |
| MSA |
MSA Safety Inc
|
32,149 | $5,148,340 | 3.17% |
| CAT |
Caterpillar Inc
|
8,599 | $4,926,109 | 3.03% |
| V |
Visa Inc.
|
13,144 | $4,609,732 | 2.84% |
| DGICA |
Donegal Group Inc
|
212,303 | $4,241,813 | 2.61% |
| MSFT |
Microsoft Corp
|
7,306 | $3,533,327 | 2.18% |
| JPM |
Jpmorgan Chase & Co
|
9,226 | $2,972,801 | 1.83% |
| AXP |
American Express Co
|
7,338 | $2,714,693 | 1.67% |
| KNTK |
Kinetik Holdings Inc.
|
73,235 | $2,640,121 | 1.63% |
| COST |
Costco Wholesale Corp /New
|
3,048 | $2,628,412 | 1.62% |
Portfolio Trend
Holdings in BGH
Export CSVShares Held
Position Value (USD)
13 of 13 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $246,164 | 16,400 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $267,674 | 17,314 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $252,560 | 16,400 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $247,968 | 16,400 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $253,216 | 16,400 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $248,952 | 16,400 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $236,980 | 16,400 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $234,520 | 16,400 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $220,416 | 16,400 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $234,950 | 18,500 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $241,240 | 18,500 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $238,650 | 18,500 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $234,580 | 18,500 | Shares | Sole | 2023-02-10 | |
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