CALDWELL SUTTER CAPITAL, INC.

SEC CIK
0000702007

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 5, 2026.SEC

Positions
929
+37 vs. Q1 2026
Total value
$265.24M
+$19.34M (+7.9%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

CALDWELL SUTTER CAPITAL, INC. holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
AAPLAPPLE INC COMStock46,641$13.5M5.09%+68+0.1%AddedView
CATCATERPILLAR INC COMStock7,994$8.51M3.21%−186−2.3%ReducedView
PPIHPERMA-PIPE INTL HLDGS INCCOM231,638$6.31M2.38%−2,600−1.1%ReducedView
PLBCPLUMAS BANCORPCOM106,283$6.21M2.34%00.0%UnchangedView
KNTKKINETIK HOLDINGS INCCOM NEW CL A117,726$5.69M2.15%−844−0.7%ReducedView
MSAMSA SAFETY INCCOM28,879$5.04M1.90%−400−1.4%ReducedView
ISHARES TR46436E7180-3 MTH TREASURY50,024$5.04M1.90%+6,090+13.9%Added–
SUMMIT ST BK SANTA ROSA CALI866264203COM349,284$4.74M1.79%+2,221+0.6%Added–
VVISA INC COM CL AStock12,850$4.41M1.66%−71−0.5%ReducedView
DGICADONEGAL GROUP INCCL A226,439$4.27M1.61%+14,136+6.7%AddedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock8,096$4.05M1.53%+982+13.8%AddedView
ISHARES CORE S&P 500 ETF464287200ETF4,770$3.57M1.35%−51−1.1%Reduced–
SENEASENECA FOODS CORP NEWCL A19,596$3.41M1.29%−400−2.0%ReducedView
VANGUARD DIVIDEND APPRECIATION ETF921908844ETF14,323$3.39M1.28%+112+0.8%Added–
CSCOCISCO SYS INC COMStock25,973$3.05M1.15%−1,078−4.0%ReducedView
PKBKPARKE BANCORP INCCOM91,336$3.03M1.14%00.0%UnchangedView
CVXCHEVRON CORPORATION COMStock16,865$2.8M1.05%+53+0.3%AddedView
MSFTMICROSOFT CORP COMStock7,414$2.77M1.04%+135+1.9%AddedView
COSTCOSTCO WHOLESALE CORPORATION COMStock2,948$2.76M1.04%−65−2.2%ReducedView
BCMLBAYCOM CORPCOM80,010$2.63M0.99%00.0%UnchangedView
ISHARES TR464287549EXPND TEC SC ETF15,120$2.47M0.93%−600−3.8%Reduced–
FSUNFIRSTSUN CAP BANCORPCOM60,912$2.36M0.89%+2,590+4.4%AddedView
JPMJPMORGAN CHASE & CO COMStock7,167$2.35M0.88%−1,829−20.3%ReducedView
IBMINTERNATIONAL BUSINESS MACHS COMStock8,292$2.33M0.88%+38+0.5%AddedView
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF5,982$2.21M0.83%−146−2.4%Reduced–
CWBCCOMMUNITY WEST BANCSHARES NECOM78,625$2.11M0.80%+4,548+6.1%AddedView
INBKFIRST INTERNET BANCORPCOM74,899$2.08M0.79%−2,000−2.6%ReducedView
MODMODINE MFG COCOM7,539$2.01M0.76%−5,400−41.7%ReducedView
KYNKAYNE ANDERSON ENERGY INFRSTCOM141,106$1.95M0.74%+340.0%AddedView
AXPAMERICAN EXPRESS CO COMStock5,739$1.94M0.73%−1,599−21.8%ReducedView
XOMEXXONMOBIL HOLDINGS CORP COM SHSStock13,755$1.88M0.71%+13,755NewView
METAMETA PLATFORMS INC CL AStock3,189$1.8M0.68%+74+2.4%AddedView
UNPUNION PAC CORP COMStock6,602$1.8M0.68%+83+1.3%AddedView
BANRBANNER CORPCOM NEW26,074$1.73M0.65%−2,187−7.7%ReducedView
NENNEW ENGLAND RLTY ASSOC LTD PDEPOSITRY RCPT29,019$1.7M0.64%00.0%UnchangedView
JNJJOHNSON & JOHNSON COMStock6,576$1.67M0.63%+171+2.7%AddedView
MCHBMECHANICS BANCORPCL A103,285$1.64M0.62%00.0%UnchangedView
ELECTRO-SENSORS INC285233102COM212,600$1.63M0.61%−37,561−15.0%Reduced–
INTGINTERGROUP CORPCOM32,889$1.58M0.60%−339−1.0%ReducedView
PEPPEPSICO INC COMStock11,518$1.56M0.59%+44+0.4%AddedView
ARLAMERICAN RLTY INVS INCCOM69,222$1.54M0.58%−1,497−2.1%ReducedView
WLYWILEY JOHN & SONS INCCL A31,535$1.53M0.58%00.0%UnchangedView
CETCENTRAL SECS CORPCOM28,121$1.47M0.56%+3,857+15.9%AddedView
MCIBARINGS CORPORATE INVSCOM83,984$1.47M0.56%00.0%UnchangedView
INTCINTEL CORP COMStock10,443$1.46M0.55%−1,615−13.4%ReducedView
GOLDGOLD COM INCCOM34,767$1.45M0.55%−1,035−2.9%ReducedView
PFEPFIZER INC COMStock56,959$1.37M0.52%−9,384−14.1%ReducedView
WISDOMTREE TR97717Y527FLOATNG RAT TREA26,526$1.34M0.50%+2,672+11.2%Added–
SMBKSMARTFINANCIAL INCCOM NEW28,431$1.33M0.50%00.0%UnchangedView
ABBVABBVIE INC COMStock5,152$1.3M0.49%+29+0.6%AddedView
NRIMNORTHRIM BANCORP INCCOM46,204$1.28M0.48%00.0%UnchangedView
AXRAMREP CORPCOM49,472$1.25M0.47%00.0%UnchangedView
VANGUARD MORNINGSTAR GROWTH ETF922908736ETF14,435$1.24M0.47%+11,914+472.6%Added–
UMHUMH PPTYS INCCOM81,923$1.24M0.47%−1,100−1.3%ReducedView
GOOGLALPHABET INC CAP STK CL AStock3,390$1.21M0.46%−50−1.5%ReducedView
NAIINATURAL ALTERNATIVES INTL INCOM NEW498,220$1.19M0.45%−572−0.1%ReducedView
MRKMERCK & CO INC COMStock9,164$1.18M0.44%−230−2.4%ReducedView
BACBANK OF AMER CORP COMStock20,609$1.17M0.44%−36−0.2%ReducedView
ITICINVESTORS TITLE CO NCCOM4,265$1.17M0.44%+200+4.9%AddedView
GOOGALPHABET INC CAP STK CL CStock3,281$1.16M0.44%−31−0.9%ReducedView
HSYHERSHEY COCOM6,271$1.1M0.41%+211+3.5%AddedView
VZVERIZON COMMUNICATIONS INC COMStock25,498$1.08M0.41%+247+1.0%AddedView
HDHOME DEPOT INC COMStock3,054$1.08M0.41%−18−0.6%ReducedView
BNYBANK OF NY MELLON CORP COMStock7,164$1.04M0.39%−779−9.8%ReducedView
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND72201R775ETF11,214$1.03M0.39%+272+2.5%Added–
MCDMCDONALDS CORP COMStock3,706$1M0.38%+172+4.9%AddedView
ENBENBRIDGE INC COMStock18,224$987.92K0.37%−102−0.6%ReducedView
CPCANADIAN PACIFIC KANSAS CITYCOM11,393$987.2K0.37%−1,857−14.0%ReducedView
VANGUARD MORNINGSTAR VALUE ETF922908744ETF4,512$983.29K0.37%+33+0.7%Added–
STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y506ETF17,679$938.93K0.35%−202−1.1%Reduced–
GILDGILEAD SCIENCES INC COMStock7,357$929.53K0.35%−233−3.1%ReducedView
WMTWALMART INC COMStock8,056$912.42K0.34%−160−1.9%ReducedView
CALMCAL MAINE FOODS INCCOM NEW11,125$896.23K0.34%+11,125NewView
WMWASTE MGMT INC DEL COMStock3,979$886.84K0.33%+15+0.4%AddedView
CSWCCAPITAL SOUTHWEST CORPCOM36,618$870.41K0.33%−400−1.1%ReducedView
INTUINTUIT COMStock3,220$840.42K0.32%+26+0.8%AddedView
WELLWELLTOWER INC COMREIT3,692$837.97K0.32%−322−8.0%ReducedView
ONBOLD NATL BANCORP IND COMStock32,012$829.11K0.31%00.0%UnchangedView
UPSUNITED PARCEL SVCS INC CL BStock7,649$822.28K0.31%+522+7.3%AddedView
QCOMQUALCOMM INC COMStock4,336$801.28K0.30%+46+1.1%AddedView
KOCOCA COLA CO COMStock9,829$798.77K0.30%+1,168+13.5%AddedView
TAT&T INC COMStock37,863$783.77K0.30%−449−1.2%ReducedView
LMTLOCKHEED MARTIN CORP COMStock1,538$783.55K0.30%−37−2.3%ReducedView
BABOEING CO COMStock3,603$779.94K0.29%−211−5.5%ReducedView
BSMBLACK STONE MINERALS L PCOM UNIT55,490$775.2K0.29%−300−0.5%ReducedView
DUKDUKE ENERGY CORP NEW COM NEWStock6,068$768.09K0.29%−63−1.0%ReducedView
LRCXLAM RESEARCH CORP COM NEWStock1,738$753.13K0.28%−106−5.7%ReducedView
DLRDIGITAL RLTY TR INCCOM4,176$749.93K0.28%−126−2.9%ReducedView
BRK.ABERKSHIRE HATHAWAY INC DELCL A1$748.85K0.28%00.0%UnchangedView
MRVLMARVELL TECHNOLOGY INCCOM2,488$741.15K0.28%00.0%UnchangedView
MPVBARINGS PARTN INVSSH BEN INT43,755$736.83K0.28%00.0%UnchangedView
OKEONEOK INC NEWCOM8,464$735.85K0.28%−35−0.4%ReducedView
WMBWILLIAMS COS INCCOM9,897$735.74K0.28%−399−3.9%ReducedView
CLMTCALUMET INCCOM20,000$720.4K0.27%+517+2.7%AddedView
IMKTAINGLES MKTS INCCL A8,120$719.27K0.27%00.0%UnchangedView
NODKNI HLDGS INCCOM44,469$698.61K0.26%00.0%UnchangedView
PGPROCTER & GAMBLE CO COMStock4,572$670.39K0.25%−189−4.0%ReducedView
FSBWFS BANCORP INCCOM15,142$657.16K0.25%00.0%UnchangedView
USBUS BANCORPCOM NEW10,870$656.52K0.25%−344−3.1%ReducedView
PMPHILIP MORRIS INTL INC COMStock3,593$650.01K0.25%00.0%UnchangedView

Sold out since Q1 2026 (32)

Positions held at the end of Q1 2026 that are no longer in this filing.

CALDWELL SUTTER CAPITAL, INC. positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
XOMEXXON MOBIL CORPCOM13,877$2.35M0.96%
HONHoneywell TechnologiesCOM5,052$1.14M0.46%
DGICBDONEGAL GROUP INCCL B14,716$260.33K0.11%
CCLCARNIVAL CORPUNIT 99/99/99997,554$195.5K0.08%
FIRST FNDTN INC32026V104COM18,309$108.02K0.04%
UNITED SEC BANCSHARES CALIF911460103COM10,065$105.78K0.04%
HOSHORNBECK OFFSHORE SERVICES INC COMStock10,000$98.9K0.04%
NENOBLE CORP PLCORD SHS A2,000$98.14K0.04%
ADPAUTOMATIC DATA PROCESSING INC COMStock475$96.51K0.04%
APTALPHA PRO TECH LTDCOM16,236$72.09K0.03%
UUNITY SOFTWARE INCCOM2,590$56.83K0.02%
AIR LEASE CORP00912X302CL A615$39.94K0.02%
DDDUPONT DE NEMOURS INCCOM858$39.3K0.02%
REZIRESIDEO TECHNOLOGIES INC COMStock833$28.08K0.01%
WHITESTONE REIT966084204COM1,500$24.23K0.01%
APAMARTISAN PARTNERS ASSET MGMTCL A226$8.22K0.00%
BITWBITWISE 10 CRYPTO INDEX ETFUNIT BENEFICIAL183$8.16K0.00%
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF38$5.89K0.00%
AMICUS THERAPEUTICS INC03152W109COM400$5.78K0.00%
VANGUARD MORNINGSTAR MID-CAP VALUE ETF922908512ETF31$5.71K0.00%
PSKYPARAMOUNT SKYDANCE CORPCOM CL B518$4.67K0.00%
PRLDPRELUDE THERAPEUTICS INCCOM1,000$3.42K0.00%
KKRKKR & CO INCCOM25$2.31K0.00%
ZIMZIM INTEGRATED SHIPPING SERVSHS50$1.32K0.00%
MDLNMEDLINE INCCOM CL A25$1.11K0.00%
ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396ETF4$9600.00%
ISHARES TR46434V456MSCI INTL QUALTY16$7400.00%
ISHARES TR46434V449MSCI INTL MOMENT10$4800.00%
FIDELITY COVINGTON TRUST31609A404ENHANCED INTL10$3720.00%
ISHARES TR46432F388MSCI USA VALUE2$2840.00%
INVESCO S&P 500 QUALITY ETF46137V241ETF2$1500.00%
CMCTCREATIVE MEDIA & CMNTY TR COMREIT8$50.00%

13F filings by quarter

CALDWELL SUTTER CAPITAL, INC. 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 5, 2026929$265.24Mvs. Q1 2026SEC
Q1 2026May 6, 2026892$245.9Mvs. Q4 2025SEC
Q4 2025Jan 30, 2026877$235.88Mvs. Q3 2025SEC
Q3 2025Oct 29, 2025871$234.13Mvs. Q2 2025SEC
Q2 2025Jul 11, 2025857$218.37Mvs. Q1 2025SEC
Q1 2025Apr 16, 2025889$210.24Mvs. Q4 2024SEC
Q4 2024Jan 21, 2025898$214.92Mvs. Q3 2024SEC
Q3 2024Oct 25, 2024907$214.6Mvs. Q2 2024SEC
Q2 2024Jul 23, 2024925$202.07Mvs. Q1 2024SEC
Q1 2024Apr 19, 2024921$207.78Mvs. Q4 2023SEC
Q4 2023Jan 19, 2024957$196.84Mvs. Q3 2023SEC
Q3 2023Oct 25, 2023891$180.75Mvs. Q2 2023SEC
Q2 2023Jul 19, 2023866$190.89Mvs. Q1 2023SEC
Q1 2023Apr 25, 2023566$137.18Mvs. Q4 2022SEC
Q4 2022Feb 10, 2023315$113.41M–SEC