Fund Holdings — CALDWELL SUTTER CAPITAL, INC.

Total Portfolio Value
$234.13M
Total Bought
$16.45M
Total Sold
$9.46M
Net Transaction
+$6.99M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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PLUMAS BANCORP(PLBC)800105,684+104,884364,5591.95%+4,524
APPLE INC(AAPL)47,88651,780+3,8949,82513,1855.63%+3,360
ISHARES TR99117,904+16,913411,8030.77%+1,762
MODINE MFG CO(MOD)17,23917,23901,6982,4511.05%+753
FB FINL CORP(FBK)012,187+12,18706790.29%+679
MECHANICS BANCORP(MCHB)57,000103,215+46,2157451,3740.59%+629
CATERPILLAR INC(CAT)9,2068,736-4703,5744,1691.78%+595
SUMMIT ST BK SANTA ROSA CALIF349,264349,314+503,7864,1601.78%+374
INTERGROUP CORP(INTG)39,49639,49604567960.34%+340
FIRSTSUN CAP BANCORP(FSUN)63,40563,40502,2032,4591.05%+256
ALPHABET INC(GOOG)3,2933,377+845808210.35%+241
INVESTORS TITLE CO NC(ITIC)4,2404,215-258961,1290.48%+233
NI HLDGS INC(NODK)29,14344,469+15,3263716030.26%+232
JOHNSON & JOHNSON(JNJ)6,5436,556+139991,2160.52%+216
MERCK & CO INC(MRK)7,2239,258+2,0355727770.33%+205
VANGUARD SPECIALIZED FUNDS14,18314,394+2112,9033,1061.33%+203
JPMORGAN CHASE & CO.(JPM)9,4889,357-1312,7512,9511.26%+201
ALPHABET INC(GOOG)3,4233,312-1116078070.34%+199
AMERICAN RLTY INVS INC73,42073,42001,0371,2280.52%+192
OLD SECOND BANCORP INC ILL(OSBC)011,000+11,00001900.08%+190
CHEVRON CORP(CVX)17,16217,007-1552,4572,6411.13%+184
ISHARES TR4,9324,846-863,0623,2431.39%+181
ISHARES TR16,12215,720-4021,8111,9800.85%+169
INTEL CORP(INTC)11,95212,699+7472684260.18%+158
HERSHEY CO(HSY)5,9296,104+1759841,1420.49%+158
MSA SAFETY INC(MSA)33,29933,29905,5795,7302.45%+151
A-MARK PRECIOUS METALS INC(GOLD)44,20243,702-5009801,1310.48%+150
VANGUARD INDEX FDS6,1286,12801,8622,0110.86%+149
AMREP CORP50,77250,522-2501,0631,2080.52%+146
BANK NEW YORK MELLON CORP7,9437,94307248650.37%+142
AVIDBANK HLDGS INC(AVBH)05,500+5,50001400.06%+140
ELECTRO-SENSORS INC250,052250,05201,0581,1950.51%+137
SENECA FOODS CORP(SENEA)20,84620,84602,1142,2500.96%+136
PERMA-PIPE INTL HLDGS INC(PPIH)241,154241,15405,5155,6502.41%+135
ABBVIE INC(ABBV)6,0355,416-6191,1201,2540.54%+134
ISHARES TR9,44210,818+1,3768339670.41%+134
WISDOMTREE TR(WT)15,44018,008+2,5687779050.39%+128
PARKE BANCORP INC(PKBK)94,51094,51001,9252,0370.87%+112
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
6,6898,785+2,0963394460.19%+107
KRATOS DEFENSE & SEC SOLUTIONS(KTOS)6,0004,200-1,8002793840.16%+105
KINSALE CAP GROUP INC(KNSL)263538+2751272290.10%+102
COMMUNITY WEST BANCSHARES(CWBC)74,07774,07701,4451,5440.66%+99
AMERICAN EXPRESS CO(AXP)7,3387,33802,3412,4381.04%+97
BANK AMERICA CORP21,01521,135+1209941,0900.47%+96
VANGUARD INDEX FDS2,7822,738-441,2201,3130.56%+94
LOEWS CORP(L)1,3252,100+7751212110.09%+89
ST JOE CO(JOE)3,6285,294+1,6661732620.11%+89
ENBRIDGE INC(ENB)18,50618,374-1328399270.40%+88
WELLTOWER INC(WELL)3,7113,685-265706560.28%+86
VANECK ETF TRUST
GOLD MINERS ETF
1,7802,302+522931760.08%+83
PFIZER INC(PFE)65,22665,262+361,5811,6630.71%+82
ABRDN GOLD ETF TRUST(SGOL)12,57612,971+3953974770.20%+81
NORFOLK SOUTHN CORP(NSC)1,8001,80004615410.23%+80
ORACLE CORP(ORCL)1,2341,23402703470.15%+77
GE AEROSPACE(GE)1,4661,490+243774480.19%+71
EXXON MOBIL CORP13,98013,994+141,5071,5780.67%+71
LAM RESEARCH CORP(LRCX)2,1032,055-482052750.12%+70
LOCKHEED MARTIN CORP(LMT)1,5721,596+247287970.34%+69
VANGUARD INDEX FDS910955+455175850.25%+68
RTX CORPORATION(RTX)3,0022,999-34385020.21%+63
RAYONIER ADVANCED MATLS INC(RYAM)10,00014,000+4,000391010.04%+63
WELLS FARGO CO(WFC)4,3694,920+5513504120.18%+62
STURM RUGER & CO INC(RGR)8,0568,05602893500.15%+61
STAGWELL INC(STGW)53,70053,70002423020.13%+61
SMARTFINANCIAL INC(SMBK)28,43128,43109601,0160.43%+55
RALLIANT CORP(RAL)01,261+1,2610550.02%+55
CORNING INC(GLW)1,8311,8310961500.06%+54
US BANCORP DEL(USB)10,83211,247+4154905440.23%+53
UNITEDHEALTH GROUP INC(UNH)915980+652853380.14%+53
INGLES MKTS INC(IMKTA)8,4858,48505385900.25%+52
UNION PAC CORP(UNP)6,3016,351+501,4501,5010.64%+51
LOWES COS INC(LOW)1,6991,69903774270.18%+50
ISHARES TR3,0453,452+4073634130.18%+50
NEXTERA ENERGY INC(NEE)5,8966,068+1724094580.20%+49
CALUMET INC(CLMT)19,48319,48303073560.15%+49
SPROTT PHYSICAL SILVER TR(PSLV)10,30010,900+6001261710.07%+45
ISHARES TR5,0525,05204174610.20%+43
ISHARES TR4,8555,368+5134024450.19%+43
VANGUARD INDEX FDS4,5334,520-138018430.36%+42
BROADCOM INC(AVGO)1,5921,456-1364394800.21%+42
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,4401,44003654060.17%+41
CUMMINS INC(CMI)461454-71511920.08%+41
ISHARES TR2,1982,601+4032112510.11%+40
VALARIS LTD(VAL)6,0006,00002532930.12%+40
FLEXHARES TR
INTL QLTDV IDX
2711,655+1,3847470.02%+40
BANNER CORP(BANR)29,49229,49201,8921,9320.83%+40
BERKSHIRE HATHAWAY INC DEL6,6156,470-1453,2133,2531.39%+39
SPROTT PHYSICAL GOLD TR(PHYS)01,300+1,3000390.02%+39
SELECT SECTOR SPDR TR
ST STR ENERG ETF
9,6269,566-608168550.37%+38
AMPHENOL CORP28328+3003410.02%+38
ISHARES GOLD TR(IAU)3,5653,56502222590.11%+37
ALTRIA GROUP INC(MO)5,7545,663-913373740.16%+37
CLOROX CO DEL(CLX)4,2504,427+1775105460.23%+36
GE VERNOVA INC(GEV)366371+51942280.10%+34
MEDTRONIC PLC(MDT)4,0274,047+203513850.16%+34
BLUE RIDGE BANKSHARES INC VA53,60053,60001922270.10%+34
SPROTT PHYSICAL GOLD & SILVE(CEF)5,1005,10001541870.08%+34
MCDONALDS CORP(MCD)3,7093,673-361,0841,1160.48%+33
DUKE ENERGY CORP(DUK)6,1866,156-307307620.33%+32
PROSHARES TR
MSCI EUR DIV
2,3663,049+6831291600.07%+32
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CALDWELL SUTTER CAPITAL, INC. — 13F Holdings — Q3 2025 | TickerTrail