CALDWELL SUTTER CAPITAL, INC.

CIK

702007

City

SAUSALITO

State / Country

CA

Stock

PDT — John Hancock Premium Dividend Fund

Top Portfolio Positions

664 positions · $199,410,269 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	46,573	$11,819,761	5.93%
PPIH	Perma-Pipe International Holdings, Inc. Industrials	234,238	$6,982,634	3.50%
CAT	Caterpillar Inc Industrials	8,180	$5,795,202	2.91%
KNTK	Kinetik Holdings Inc. Energy	118,570	$5,739,973	2.88%
PLBC	Plumas Bancorp Financial Services	106,283	$5,188,736	2.60%
MSA	MSA Safety Inc Industrials	29,279	$4,800,292	2.41%
V	Visa Inc. Financial Services	12,921	$3,905,243	1.96%
DGICA	Donegal Group Inc Financial Services	212,303	$3,647,365	1.83%
CVX	Chevron Corp Energy	16,812	$3,478,402	1.74%
BRK-B	Berkshire Hathaway Inc Financial Services	7,114	$3,409,028	1.71%

Portfolio Trend

14 quarters · across all stocks

Holdings in PDT

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$26,959	2,058	0.0%	Shares	Sole	2026-05-06
2025-12-31	$26,136	2,058	0.0%	Shares	Sole	2026-01-30
2025-09-30	$27,453	2,058	0.0%	Shares	Sole	2025-10-29
2025-06-30	$27,103	2,058	0.0%	Shares	Sole	2025-07-11
2025-03-31	$26,918	2,058	0.0%	Shares	Sole	2025-04-16
2024-12-31	$26,218	2,058	0.0%	Shares	Sole	2025-01-21
2024-09-30	$27,206	2,058	0.0%	Shares	Sole	2024-10-25
2024-06-30	$24,243	2,058	0.0%	Shares	Sole	2024-07-23
2024-03-31	$23,975	2,058	0.0%	Shares	Sole	2024-04-19
2023-12-31	$21,917	2,058	0.0%	Shares	Sole	2024-01-19
2023-09-30	$19,797	2,058	0.0%	Shares	Sole	2023-10-25
2023-06-30	$24,243	2,058	0.0%	Shares	Sole	2023-07-19
2023-03-31	$25,498	2,058	—	Shares	Sole	2023-04-25
No 13F history on record for this holder in this stock.