Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CALDWELL SUTTER CAPITAL, INC. (CIK 702007) reported $265.2M across 929 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($13.5M, 5.09%), CAT ($8.5M, 3.21%), PPIH ($6.3M, 2.38%), PLBC ($6.2M, 2.34%), KNTK ($5.7M, 2.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $13.5M | 5.09% | 46,641 | Added |
| 2 | CAT | CATERPILLAR INC | $8.5M | 3.21% | 7,994 | Trimmed |
| 3 | PPIH | PERMA-PIPE INTL HLDGS INC | $6.3M | 2.38% | 231,638 | Trimmed |
| 4 | PLBC | PLUMAS BANCORP | $6.2M | 2.34% | 106,283 | Hold |
| 5 | KNTK | KINETIK HOLDINGS INC COM | $5.7M | 2.15% | 117,726 | Trimmed |
| 6 | SGOV | ISHARES TR | $5.0M | 1.90% | 50,024 | Added |
| 7 | MSA | MSA SAFETY INC | $5.0M | 1.90% | 28,879 | Trimmed |
| 8 | SSBI | SUMMIT ST BK SANTA ROSA CALIF | $4.7M | 1.79% | 349,284 | Added |
| 9 | V | VISA INC | $4.4M | 1.66% | 12,850 | Trimmed |
| 10 | DGICA | DONEGAL GROUP INC | $4.3M | 1.61% | 226,439 | Added |
| 11 | BRKB | BERKSHIRE HATHAWA INC DEL | $4.1M | 1.53% | 8,096 | Added |
| 12 | IVV | ISHARES TR | $3.6M | 1.35% | 4,770 | Trimmed |
| 13 | SENEA | SENECA FOODS CORP | $3.4M | 1.29% | 19,596 | Trimmed |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | $3.4M | 1.28% | 14,323 | Added |
| 15 | CSCO | CISCO SYS INC | $3.1M | 1.15% | 25,973 | Trimmed |
| 16 | PKBK | PARKE BANCORP INC | $3.0M | 1.14% | 91,336 | Hold |
| 17 | CVX | CHEVRON CORPORATION | $2.8M | 1.05% | 16,865 | Added |
| 18 | MSFT | MICROSOFT CORP | $2.8M | 1.04% | 7,414 | Added |
| 19 | COST | COSTCO WHOLESALE CORPORATION | $2.8M | 1.04% | 2,948 | Trimmed |
| 20 | BCML | BAYCOM CORP | $2.6M | 0.99% | 80,010 | Hold |
| 21 | IGM | ISHARES TR | $2.5M | 0.93% | 15,120 | Trimmed |
| 22 | FSUN | FIRSTSUN CAP BANCORP | $2.4M | 0.89% | 60,912 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $2.3M | 0.88% | 7,167 | Trimmed |
| 24 | IBM | INTERNATIONAL BUSINESS MACHS | $2.3M | 0.88% | 8,292 | Added |
| 25 | VTI | VANGUARD INDEX FDS | $2.2M | 0.83% | 5,982 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30