Position in CSW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$550,477
+$8,992 QoQ
Shares Held
1,978
-4.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#202
of 352 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CALDWELL SUTTER CAPITAL, INC. holds $1,445,024 across 12 Specialty Industrial Machinery names. CSW ranks #1 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSW |
Csw Industrials, Inc.
This page
|
1,978 | $550,477 | |
| 2 | GEV |
GE Vernova Inc.
|
301 | $353,632 | |
| 3 | CMI |
Cummins Inc
|
347 | $247,483 | |
| 4 | EMR |
Emerson Electric Co
|
880 | $125,972 | |
| 5 | OTIS |
Otis Worldwide Corp
|
1,141 | $81,695 | |
| 6 | HURC |
Hurco Companies Inc
|
2,374 | $54,364 | |
| 7 | SMR |
NUSCALE POWER Corp
|
1,125 | $11,283 | |
| 8 | ETN |
Eaton Corp plc
|
23 | $9,800 |
All Filings in CSW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $550,477 | 1,978 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $541,485 | 2,078 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $609,955 | 2,078 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $731,163 | 3,012 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $863,931 | 3,012 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $965,514 | 3,312 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,168,473 | 3,312 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,286,761 | 3,512 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,219,052 | 8,364 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,032,574 | 8,664 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,797,000 | 8,664 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,518,279 | 8,664 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,522,965 | 9,164 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,273,154 | 9,164 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $989,578 | 8,536 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||