Fund HoldingsCALDWELL SUTTER CAPITAL, INC.

Total Portfolio Value
$265.24M
Total Bought
$18.60M
Total Sold
$50.55M
Net Transaction
-$31.95M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
CATERPILLAR INC(CAT)8,1807,994-1865,7958,5133.21%+2,718
EXXONMOBIL HOLDINGS CORP COM013,755+13,75501,8810.71%+1,881
APPLE INC(AAPL)46,57346,641+6811,82013,4965.09%+1,676
PLUMAS BANCORP(PLBC)106,283106,28305,1896,2112.34%+1,022
CISCO SYS INC(CSCO)27,05125,973-1,0782,0993,0511.15%+952
INTEL CORP(INTC)12,05810,443-1,6155321,4580.55%+926
CAL MAINE FOODS INC(CALM)011,125+11,12508960.34%+896
BERKSHIRE HATHAWA INC DEL7,1148,096+9823,4094,0511.53%+642
DONEGAL GROUP INC(DGICA)212,303226,439+14,1363,6474,2711.61%+623
ISHARES TR43,93450,024+6,0904,4225,0361.90%+613
ISHARES TR15,72015,120-6001,8632,4730.93%+610
ELECTRO-SENSORS INC250,161212,600-37,5611,1131,6290.61%+516
FIRST INTERNET BANCORP(INBK)76,89974,899-2,0001,5672,0820.79%+515
HONEYWELL INTL INC02,295+2,29505140.19%+514
HONEYWELL AEROSPACE INC02,288+2,28805060.19%+506
VISA INC(V)12,92112,850-713,9054,4091.66%+503
MARVELL TECHNOLOGY INC(MRVL)2,4882,48802467410.28%+495
AMERICAN RLTY INVS INC70,71969,222-1,4971,0931,5420.58%+449
PARKE BANCORP INC(PKBK)91,33691,33602,5943,0291.14%+435
ISHARES TR4,8214,770-513,1493,5721.35%+423
SENECA FOODS CORP(SENEA)19,99619,596-4003,0223,4091.29%+387
COMMUNITY WEST BANCSHARES(CWBC)74,07778,625+4,5481,7262,1120.80%+386
LAM RESEARCH CORP(LRCX)1,8441,738-1063947530.28%+359
VANGUARD SPECIALIZED FUNDS14,21114,323+1123,0563,3891.28%+333
INTERNATIONAL BUSINESS MACHS(IBM)8,2548,292+382,0012,3320.88%+331
WILEY JOHN & SONS INC(WLY)31,53531,53501,2011,5300.58%+328
MICRON TECHNOLOGY INC(MU)387382-51314410.17%+310
INTERGROUP CORP(INTG)33,22832,889-3391,2901,5790.60%+289
INVESTORS TITLE CO NC(ITIC)4,0654,265+2008831,1670.44%+284
CENTRAL SECS CORP(CET)24,26428,121+3,8571,2051,4750.56%+270
BAYCOM CORP(BCML)80,01080,01002,3782,6320.99%+254
QUALCOMM INC(QCOM)4,2904,336+465528010.30%+249
VANGUARD INDEX FDS6,1285,982-1461,9662,2140.83%+248
MSA SAFETY INC(MSA)29,27928,879-4004,8005,0421.90%+241
FIRSTSUN CAP BANCORP(FSUN)58,32260,912+2,5902,1262,3620.89%+236
PALO ALTO NETWORKS INC(PANW)9781,126+1481573840.14%+227
NORTHRIM BANCORP INC(NRIM)46,20446,20401,0571,2820.48%+225
SMARTFINANCIAL INC(SMBK)28,43128,43101,1111,3340.50%+223
ALPHABET INC(GOOG)3,4403,390-509891,2110.46%+222
UNION PAC CORP(UNP)6,5196,602+831,5821,7960.68%+214
ALPHABET INC(GOOG)3,3123,281-319501,1590.44%+209
UNITEDHEALTH GROUP INC(UNH)1,1431,222+793095080.19%+199
FERMI INC(FRMI)020,000+20,00001830.07%+183
ABBVIE INC(ABBV)5,1235,152+291,1141,2970.49%+182
CORNING INC(GLW)2,0091,763-2462734500.17%+177
APPLIED MATLS INC735584-1512514220.16%+171
BANK OF AMER CORP20,64520,609-361,0061,1740.44%+168
STATE STR CORP(STT)3,7503,75004756360.24%+161
J P MORGAN EXCHANGE TRADED F
JPMORGAN INTL VL
1431,868+1,725121720.06%+160
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,7302,680-503635110.19%+148
VANGUARD INDEX FDS2,52114,435+11,9141,1011,2430.47%+142
COCA COLA CO(KO)8,6619,829+1,1686597990.30%+140
WISDOMTREE TR(WT)23,85426,526+2,6721,2011,3360.50%+135
WISDOMTREE TR(WT)3,7224,753+1,0314075400.20%+134
NI HLDGS INC(NODK)44,46944,46905736990.26%+125
OLD NATL BANCORP IND(ONB)32,01232,01207078290.31%+122
UNITED PARCEL SVCS INC(UPS)7,1277,649+5227018220.31%+121
MECHANICS BANCORP(MCHB)103,285103,28501,5231,6420.62%+119
WILEY JOHN & SONS INC(WLY)12,13412,13404555680.21%+112
ISHARES TR4,8004,80004625730.22%+111
HILTON WORLDWIDE HLDGS INC(HLT)7327+32021080.04%+106
TEXAS INSTRS INC(TXN)1,0551,041-142053100.12%+106
JOHNSON & JOHNSON(JNJ)6,4056,576+1711,5661,6700.63%+105
VANGUARD INDEX FDS4,4794,512+338799830.37%+104
SANDISK CORP(SNDK)848+4051090.04%+104
UBER TECHNOLOGIES INC(UBER)1651,600+1,435121150.04%+104
FREEPORT MCMORAN INC(FCX)731,695+1,62241070.04%+102
KEYSIGHT TECHNOLOGIES INC(KEYS)1,5011,50104245250.20%+102
SUMMIT ST BK SANTA ROSA CALIF347,063349,284+2,2214,6404,7361.79%+96
KIMBERLY-CLARK CORP(KMB)3,7124,126+4143584530.17%+95
BANK OF NY MELLON CORP7,9437,164-7799421,0360.39%+94
NEBIUS GROUP N.V. SHS(NBIS)4864860501340.05%+84
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
1,9001,90002393200.12%+81
CHENIERE ENERGY INC(LNG)0337+3370810.03%+81
EXPEDIA GROUP INC(EXPE)0314+3140800.03%+80
ARISTA NETWORKS INC COM(ANET)8472+4641800.03%+79
STARBUCKS CORP(SBUX)6,2066,215+95566350.24%+79
NUCOR CORP(NUE)1,5051,496-92543330.13%+79
INSMED INC(INSM)0727+7270780.03%+78
GE AEROSPACE(GE)1,4241,287-1374044810.18%+77
UNILEVER PLC(UL)1,2992,497+1,198741500.06%+76
US BANCORP(USB)11,21410,870-3445836570.25%+73
FASTENAL CO(FAST)01,522+1,5220730.03%+73
FS BANCORP INC(FSBW)15,14215,14205846570.25%+73
BUILDERS FIRSTSOURCE INC(BLDR)0813+8130730.03%+73
OREILLY AUTOMOTIVE INC(ORLY)0773+7730710.03%+71
VANECK ETF TRUST
BDC INCOME ETF
8406,465+5,62511820.03%+71
MICROSOFT CORP(MSFT)7,2797,414+1352,6952,7661.04%+71
VICTORY CAP HLDGS INC DEL(VCTR)5,1784,878-3003394100.15%+71
THE CAMPBELLS COMPANY(CPB)13,76016,945+3,1853063770.14%+71
MOTOROLA SOLUTIONS INC(MSI)0168+1680700.03%+70
PACER FDS TR
US SM CAP CA ETF
2,5693,654+1,0851151850.07%+70
EMCOR GROUP INC(EME)083+830690.03%+69
NEUROCRINE BIOSCIENCES INC(NBIX)0407+4070690.03%+69
TAKE-TWO INTERACTIVE SOFTWARE(TTWO)0268+2680670.03%+67
HOME DEPOT INC(HD)3,0723,054-181,0101,0770.41%+67
SCHWAB STRATEGIC TR12,82214,460+1,6383934590.17%+65
CLOUDFLARE INC(NET)0265+2650650.02%+65
MADRIGAL PHARMACEUTICALS INC(MDGL)0118+1180630.02%+63
CVS HEALTH CORP(CVS)2,0442,029-151472100.08%+63
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CALDWELL SUTTER CAPITAL, INC. — 13F Holdings — Q2 2026 | TickerTrail